Latest Stock Market News

Foreign investors may reverse their stance on Indian markets. A rally in Sensex and Nifty is expected. US Federal Reserve rate cuts and India s economic resilience are key factors. GST reductions and other reforms are also important. Earnings recovery is expected from Q3FY26. This could trigger renewed capital inflows. The macroeconomic foundation of India remains strong.

Indian stocks experienced a slight downturn on Friday, halting a three-day rally. The Sensex and Nifty 50 indices both opened lower, influenced by tempered enthusiasm regarding potential U.S. Federal Reserve rate cuts and the advancement of trade discussions between India and the United States. Investors are adopting a cautious approach after recent gains.

India s IPO market is gaining traction, with several startups preparing to debut around Diwali. Groww, PhysicsWallah, and Pine Labs are among the companies gearing up for IPOs, with PhonePe potentially filing confidential papers soon. Lenskart is also planning a public listing, aiming to capitalize on the renewed interest in the Indian IPO market.

The Bank of Japan (BOJ) has decided to maintain its short-term interest rates at 0.5% following a two-day policy meeting. However, in a significant shift, the BOJ will begin selling its holdings of exchange-traded funds (ETFs) and real-estate investment trusts (REITs). The decision saw dissent from board members Naoki Tamura and Hajime Takata.

Indian Hotels Company clarified it does not own but operates New York’s The Pierre under leasehold rights, dismissing reports of a $2 billion exit deal as “misleading and speculative.” The filing stressed hotel operations remain unaffected, with disclosures to follow if required. The clarification comes amid IHCL’s selective overseas strategy and focus on city-specific opportunities.

Ola Electric shares have experienced a 40% surge in the past month, driven by supportive government policies, improved operational efficiency, and overall sector optimism. The company s eligibility for Production Linked Incentive scheme and enhanced gross margins have boosted investor confidence. However, technical indicators present a mixed outlook, with analysts suggesting potential short-term corrections despite the positive trend.

Credit growth in the banking sector surpassed deposit growth in early September, although it lagged behind the previous year s expansion. This slowdown is attributed to factors like muted private sector capital expenditure and reduced lending to corporates. Lenders anticipate a surge in retail credit demand during the upcoming festival season, with overall credit growth projected at 11-12% for FY26.

The Hyderabad NCLT has approved a ₹2,400 crore OTS plan by Gayatri Projects promoters, resolving ₹8,100 crore in dues to lenders led by Canara Bank. With 97% lender approval, the promoters have 90 days to pay ₹750 crore, cover bank guarantee invocations, and allocate ₹450 crore from arbitration claims.

India requires a substantial $4.5 trillion infrastructure investment by 2030 to maintain its desired growth. Sivasubramanian Ramann highlighted the shift in financing from banks to pension and insurance funds, better suited for long-term projects. Regulatory reforms and wider use of credit enhancement schemes are expected to boost credit flow and bond issuance for infrastructure companies.