Latest Stock Market News

Shares of Power Grid, Divi s Labs, General Insurance Corp and Tata Chemicals will be in focus as the companies will announce their quarterly results today.

The yields on US Treasuries gained while stock futures slumped, and an index of Asia-Pacific shares also dropped in response to the punitive measures taken against some of America’s biggest trading partners. The Canadian dollar sank to its weakest since 2003, with euro and Mexican peso also posting losses.

Sajjan Jindal family plans to dilute 14% of its promoter stake in JSW Infrastructure to fund a ₹39,000-crore capex over the next five years. The company, listed in September 2023, aims to maintain a 70:30 debt-to-equity ratio and utilize internal cash accruals. JSW Infra will look at acquisitions and aims for increased revenue growth and Ebitda margins.

Several PE and VC funds in Mumbai face challenges due to new Sebi regulations prohibiting preferential treatment for large investors. Fund managers argue that pro-rata and pari-passu rights complicate fee structures and distributions, with industry experts calling for a review of these rules.

The budget for FY26 aims to drive sustainable economic growth to 7% by addressing key concerns like inflation-impacted consumption demand and tentative private capex. Proposed income tax cuts increase middle-class disposable income, boosting demand in sectors like automobiles and real estate. Fiscal prudence continues, potentially allowing RBI rate cuts, enhancing macroeconomic stability.

The RBI interest rate cut seemed certain until last week, but uncertainties, especially due to Trump s tariffs and their impact on US inflation, have arisen. Despite positive domestic cues, global factors and capital outflows are creating a challenging environment for the Monetary Policy Committee to make a decision.

While analysts debate whether this shift is a temporary adjustment or a broader paradigm change, several sectors including agriculture, capital goods, cement, consumer, financials, telecom, and utilities are poised to benefit from the measures in the budget.

The Reserve Bank of India (RBI) is expected to cut interest rates for the first time in nearly five years due to easing inflation concerns. A majority of financial institutions believe the new Monetary Policy Committee, under Governor Sanjay Malhotra, will vote to reduce the repo rate by 25 basis points to 6.25%.

Money managers and analysts are betting on investors shifting money out of industrials to consumer-oriented stocks in consumer goods, consumer discretionary and automobile sectors in the foreseeable future,

At ₹81,903.7 crore ($9,491.6 million), FPI outflow in January was the highest since last October which recorded the highest monthly outflow of ₹1.1 lakh crore ($13,556 million), according to data from NSDL. In the primary market, net investment by FPIs slowed to ₹3,877 crore ($448.7 million), the lowest in seven months owing to slower activity in the IPO segment during January amid weakness in the broader market.