Latest Stock Market News

OMC stocks have surged up to 16% in four sessions as crude oil prices hit a three-year low. However, risks remain due to higher US crude imports, LPG under-recoveries, a weak rupee, and potential inventory losses. Analysts caution that despite improved margins, structural challenges persist.

Indian stock markets are showing signs of recovery driven by a weakening US dollar and falling crude oil prices. The Sensex has gained around 1,000 points in two days, with broader markets rallying sharply on improved macroeconomic conditions, suggesting a potential reversal in FII outflows.

Zerodha CEO Nithin Kamath, named EY Entrepreneur of the Year 2024, wittily hinted at market peaks aligning with industry accolades. His remarks come amid market volatility, with Sensex rebounding sharply. While Kamath’s recognition highlights his impact on brokerage, concerns persist over global economic headwinds.

Arnab Das, Global Macro Strategist at Invesco EMEA, suggests that India could benefit from lowering tariffs in response to US pressures. This could make India s economy more open and competitive. Das emphasizes the broader context of Trump s aggressive trade policies and the potential for bilateral negotiations between India and the US.

Solomon’s insights suggest that India remains a high-potential investment destination despite short-term challenges.

Dhiraj Agarwal, MD of Ambit Investment Managers, notes potential for a near-term market bounce after months of decline, but warns of long-term challenges and moderate earnings growth. He emphasizes the importance of selective stock picking focused on valuations rather than sector or thematic strategies, highlighting recent disparities within banking and IT sectors.

In a challenging market with a slight downward bias, Dhiraj Agarwal of Ambit Investment Managers advises focusing on individual stock picking rather than sector-specific trends. He suggests looking at earnings growth, quality of earnings, and valuations, particularly in banks, fintech, and consumer sectors to find potential winners.

Domestically falling forex reserves, a weaker Rupee, slowdown in retail consumption, banking system liquidity crunch and cut in Corporate India earnings since 2Q 2024 are the key concerns which have led to FIIs taking out US$ 24 bn in the last six months.

Jio Financial shares: The non-banking financial company, owned by billionaire Mukesh Ambani, has recovered from its 52-week low of Rs 198.60 on Monday. The stock had ended 3.3% lower on Monday at Rs 200.95 but has since reversed its losses over the past three sessions.

Angel One shares: Angel One s total notional ADTO reached Rs 29.58 lakh crore in February 2025, marking a 4% month-on-month decrease from Rs 30.82 lakh crore in January 2025, and a 34.5% year-on-year decline compared to February 2024.