Latest Stock Market News

ETMarkets’ analysis shows over 15 mutual fund schemes cut stakes in five stocks in January. Two gained 20% in FY25, while two fell 8-16%, reflecting mixed market sentiment despite shifting fund allocations.

The global brokerage firm highlights that Indian CDMO companies trade at a 2-year forward EV/EBITDA of 20x, compared to 16x for regional and 15x for global peers. It justifies this premium valuation, citing the companies’ projected 2x EBITDA growth CAGR and 2x ROIC over the next three years, outperforming both regional and global counterparts.

Nava share price: The buyback offer is priced at Rs 500 per equity share, with a total consideration of up to Rs 360 crore. This price represents a 32.1% premium over the stock’s last closing price on the BSE.

Kotak Institutional Equities report warns that retail investor inflows into Indian equity markets may slow down due to declining trailing returns over the past 12 months. Lower returns have dampened investor sentiment, potentially impacting domestic mutual funds despite aggressive domestic institutional investor activity.

Indian equities face short-term volatility, but Emkay Institutional Equities predicts the Nifty index will hit 25,000 by December 2025. A gradual consumption recovery, driven by improved employment and government welfare schemes, is expected in the latter half of the year. Stock picks include Lupin, Zomato, and Tata Motors.

Bill Ackman envisions Howard Hughes evolving like Warren Buffett’s Berkshire Hathaway. Just as Buffett transformed a struggling textile business into a diversified empire, Ackman plans to leverage Howard Hughes’ portfolio of master-planned communities in key pro-business markets, aiming for long-term growth and value creation through strategic investments and development initiatives.

Several major stocks have seen significant market cap declines in 2025, led by LIC (-Rs 84,059 crore), Trent (-Rs 71,076 crore), SBI (-Rs 65,194 crore), Zomato (-Rs 59,832 crore), TCS (-Rs 59,499 crore), HDFC Bank (-Rs 58,833 crore), HCL Tech (-Rs 56,322 crore), Siemens (-Rs 55,272 crore), L&T (-Rs 50,852 crore), and Varun Beverages (-Rs 50,812 crore). ITC faced the steepest erosion (-Rs 91,000 crore) due to its hotel business carve-out, weak earnings, and market sentiment.

Stock Market Highlights: Indian benchmark indices closed little changed on Wednesday, as advances in heavyweight financial stocks offset losses in the pharma sector, which was hit by U.S. President Donald Trump s tariff threats.

Vinayak Chatterjee highlights India s shift from infra capex to consumption-led growth, signaling potential economic slowdown and flat demand for infrastructure materials. Unspent funds raise concerns about project execution capabilities. Power demand has slipped, with renewable projects struggling to find buyers. This shift in economic philosophy and its implications should prompt serious debate.

Nuvama Institutional Equities reported significant earnings downgrades for several stocks following Q3FY25 results, including IndusInd Bank and Symphony. The largest downgrades were seen in Nifty earnings, reduced by 2%. Key downgrades include companies from various sectors such as consumer durables, pharmaceuticals, and specialty chemicals.