Latest Stock Market News

Jefferies anticipates that a Goods and Services Tax reduction may significantly increase the demand for automobiles. Two-wheelers and small passenger vehicles are likely to benefit the most. The brokerage has upgraded Hero Motocorp s rating. However, it maintains an Underperform rating for Hyundai and Tata Motors. The firm also expects volume growth in the auto sector.

Veteran investor Samir Arora suggests that recent FPI outflows from India are not indicative of a structural shift. He attributes the selling to private equity investors booking profits from IPOs, rather than a negative view on the Indian market. Arora highlights a global shift towards non-US markets, benefiting India.

India’s economy faces new headwinds from US tariffs, but experts see opportunities amid the turbulence. A weaker rupee may aid exporters, while IT and defence-linked firms could benefit from policy support. Investors are advised to avoid knee-jerk reactions, focus on strong company fundamentals, and prioritise global diversification to cushion portfolios against trade and currency shocks.

Sensex has lost over 1,500 points in two sessions and Nifty neared 24,500 as markets reel from fears of a 50% US tariff on Indian exports. While sectors like textiles and shrimp may be hit, market veterans say most tariff risks are already priced in, urging investors not to panic.

Gold futures edged higher on MCX despite US tariffs, while silver surged to a record high amid global uncertainty and geopolitical tensions. Market participants anticipate a potential rate cut by the Federal Reserve, further fueling gold s safe-haven appeal. Experts suggest monitoring dollar index fluctuations and rupee movements for trading opportunities, recommending profit booking for gold and accumulating silver on dips.

The Association of Healthcare Providers India (AHPI) has suspended cashless treatment for Bajaj Allianz customers due to long-standing issues with reimbursement rates and claim settlements. AHPI, representing over 20,000 hospitals, cites medical inflation and unilateral deductions as reasons for the suspension.

Japan s Nikkei surged, buoyed by Nvidia s optimistic forecast and Warren Buffett s increased investments. The Nikkei closed 0.7% higher, with Advantest rebounding and Mitsubishi Corp gaining after Buffett raised his stake. SoftBank Group and Tokyo Electron also contributed significantly to the rise. Sompo Holdings acquisition of Aspen Insurance Holdings further boosted market sentiment, while energy explorers led sectoral gains.

European shares saw a rise on Thursday. This was fueled by Nvidia s positive results, easing concerns about AI demand. Semiconductor stocks showed mixed performance. Delivery Hero s revenue growth boosted its shares. Pernod Ricard and Remy Cointreau also experienced gains after reporting their results. France s CAC 40 index rebounded amid political uncertainty. Overall, the European market showed positive movement.

The rupee strengthened to 87.59 against the US dollar, buoyed by a weaker dollar index, falling Brent crude prices, and RBI intervention. However, FII outflows and a decline in domestic equity markets, coupled with new US tariffs, limited the rupee s gains. The dollar index declined following concerns about the US Federal Reserve s independence.

Treasury Secretary Scott Bessent said a US stake in Nvidia is unnecessary, as the chipmaker doesn’t need support. He noted other industries, like shipbuilding, might warrant investment. The administration recently took stakes in Intel and US Steel to secure strategic national interests.