Latest Stock Market News

Major changes are anticipated in the Nifty 50 index, effective September 30, 2025. Nuvama Alternative & Quantitative Research predicts Indigo and Max Healthcare will replace Hero MotoCorp and IndusInd Bank, driving significant passive inflows and outflows, respectively. Changes are also expected in the Nifty Next 50, with several additions and exclusions.

Sebi Chair Tuhin Kanta Pandey defended the regulator’s probe into Jane Street, rejecting claims of overreach and stressing India’s capability. He highlighted the need for structural reforms in the booming derivatives market and emphasized investor protection. Sebi continues to investigate Jane Street’s alleged manipulation of Nifty and Bank Nifty indices.

HDB Financial shares dipped below their IPO price, hitting a 52-week low despite a strong listing in July. The Rs 12,500 crore IPO was heavily oversubscribed, backed by robust QIB demand. Investor confidence stemmed from its strong parentage, diversified loan book, and extensive reach across tier-2 and tier-3 cities.

Motilal Oswal has increased its midcap allocation due to their strong earnings growth, even while trimming Nifty EPS estimates for FY26 and FY27 due to downgrades in key stocks. Midcaps outperformed large and smallcaps, with sectors like Technology and PSU Banks showing robust growth. Despite downgrades in Reliance Industries and HDFC Bank, overall earnings for Nifty companies exceeded expectations.

The proposed stock split is intended to boost liquidity and make the shares more accessible to retail investors. The move is pending shareholder approval via postal ballot and is also subject to necessary statutory and regulatory approvals.

Jefferies upgraded seven stocks following strong Q1 FY26 results, citing improved earnings visibility and robust growth outlook. The upgrades reflect increased confidence in sectoral recovery and company-specific performance momentum.

Mihir Vora of Trust MF expresses cautious optimism about the market, viewing the dollar s recovery as a technical bounce. He anticipates continued FII inflows into India, contingent on stable conditions. Vora highlights the need for improved domestic growth indicators, particularly banking credit, to sustain a 6.5% GDP growth, while favoring larger private sector banks due to their pricing power.

Consumer ware products maker All Time Plastics on Monday fixed a price band of Rs 260 to Rs 275 per share for its Rs 401-crore initial public offering (IPO).

European shares edged higher on Monday, recovering some ground after a sharp selloff on Friday, while Swiss stocks slumped to their lowest in more than three months as investors digested a hefty 39% U.S. tariff rate.

The global cryptocurrency market saw a broad-based recovery on Monday, led by Bitcoin s steady rebound and strong gains in major altcoins, as expectations grew for a potential interest rate cut by the US Federal Reserve in September.