Latest Stock Market News

The markets are very nervous precisely because there is a lot of uncertainty and as we all know markets do not like uncertainty. And the new administration has provided plenty of it. So, what do we do in such situations?

Jefferies, JPMorgan, and Morgan Stanley have expressed positive views on Varun Beverages, M&M Financial Services, and Polycab India, respectively, maintaining favorable ratings and increasing target prices.

Motilal Oswal Financial Services has issued a buy recommendation for EPL with a target price of Rs 270, citing expected healthy sales growth and margin expansion. As of Q3 2024, EPL reported a consolidated total income of Rs 1027 crore and a net profit after tax of Rs 94.20 crore.

Jim Walker, Chief Economist at Aletheia Capital, discusses the likely slowdown in the US economy, potential changes in US trade policies, and the impact on global markets. He emphasizes India s promising growth, stable policies, and the need for deregulation. Additionally, he mentions the appeal of gold and copper investments amid economic uncertainties.

His insights provide a strategic approach to navigating the current market downturn while highlighting opportunities in financials, automobiles, pharmaceuticals, and real estate.

Deven Choksey recommends buying quality stocks during market corrections. He suggests accumulating stocks rather than buying all at once. Even amidst global turbulence, fundamentals of businesses are intact. He highlights opportunities in financials, auto, auto ancillary, and capital goods sectors. He emphasizes avoiding aggression and accumulating wisely for long-term gains.

Oil and Natural Gas Corp s subsidiary, ONGC Green Ltd, has acquired clean energy firm PTC Energy for Rs 925 crore to expand its green energy portfolio. PTC Energy has an operational wind generation capacity of 288.80 MW across Andhra Pradesh, Madhya Pradesh, and Karnataka.

In 2025, the Tata Group faced a severe stock market decline, erasing ₹8.2 lakh crore in market cap across 24 companies, primarily due to heavy FII selling. Major companies like TCS and Tata Motors experienced significant losses. However, experts suggest long-term investment opportunities may arise, despite likely short-term volatility.