Latest Stock Market News

India’s GDP growth and festive demand boost optimism, but Nilesh Shetty warns that valuations and global risks demand caution. He favours financials, IT, pharma, and logistics while trimming autos. Capital goods and staples look overpriced, while gold and silver remain secondary. Selectivity and long-term focus are key.

Mumbai s housing registrations saw a minor decrease in August 2025 due to heavy rains. Registrations fell by 3% year-on-year. Despite this, it was the second-best August ever after 2024. Residential properties dominated demand. Western suburbs led regionally. Year-to-date registrations remain high. Nuvama anticipates sales to increase with new launches and potential rate cuts.

Despite Indian promoters offloading record shares, retail investors remain bullish, says Raamdeo Agrawal. Promoter shareholding fell to an eight-year low, while domestic institutional investors share rose to a record high, surpassing foreign investors. Agrawal likens the market to expensive Mumbai property, advising investors to accept slightly higher prices for long-term growth.

Ola Electric s shares are rebounding strongly. The stock has increased significantly in the past month. This is due to positive technical indicators and PLI scheme approval. The approval allows Ola to receive incentives until 2028. Analysts predict further gains, with potential targets of Rs 80-90. However, the company reported a net loss in the June quarter.

India’s GST meeting may cut tax slabs on discretionary items, potentially boosting consumption if benefits reach consumers. Global trade tensions, especially U.S. tariffs, pressure exporters, while rising bond yields reflect inflation concerns. Precious metals remain safe-haven favorites amid geopolitical risks, keeping investors cautious yet opportunistic.

Apollo Micro Systems shares: Apollo Micro Systems hit a new 52-week high at Rs 303 on Wednesday, extending gains for the fourth session. The stock has surged 160% in six months, outperforming defence peers like Astra Microwave, BEML, Paras Defence, and BEL.

Vikran Engineering’s shares rose about 5% on debut, listing slightly above its Rs 97 IPO price in a Rs 772-crore offering backed by investors Mukul Agrawal and Ashish Kacholia. Despite strong subscription and a robust order book, gains fell short of grey market expectations. Analysts recommend holding for long-term growth supported by government infrastructure spending and the company’s asset-light model.

Euro zone bond yields remained steady near multi-year highs. Investors are worried about government debt. Germany s 30-year yield was close to a 14-year high. French bonds showed little reaction to political news. Heavy bond supply is expected from Germany, Japan, and the US. Japan s 30-year government bond yield hit a record high. Societe Generale anticipates significant European bond issuance.

Initial Public Offerings of India s shadow banks face challenges. Several firms, including SK Finance and Belstar Microfinance, shelve their IPO plans. Investors are wary due to rising bad loans and economic uncertainty. Other lenders like Veritas Finance and Aye Finance delay their offerings. Concerns about unsecured loans and US tariffs add to the pressure.

Urban Company is launching a Rs 1,900 crore IPO on September 10, closing September 12. With strong brand recall, a tech-driven hyperlocal model, and over 97 million service orders completed, it’s one of FY26’s most anticipated listings. Allotment is on September 15, with listing scheduled for September 17.