Latest Stock Market News

Kotak Alternate Asset Managers strategist, Jitendra Gohil, warns that potential US tariff hikes on Indian goods could shave off 0.3-0.6% of India s GDP. He views this as a negotiation tactic, emphasizing the next two weeks are crucial. While corporate earnings might face pressure, Gohil suggests a strong domestic economy and festive season could boost consumption.

Mihir Vora of Trust MF highlights government focus on simplifying business regulations for MSMEs. GST rate cuts are expected for lower-income consumer goods to boost domestic demand. Self-reliance in defense and semiconductors is emphasized with potential incentives. The government is addressing implementation challenges and ease of doing business. Immediate GST cuts are preferred to avoid delayed purchases.

Consumer durable shares rallied on Monday as hopes of a GST cut ahead of Diwali lifted sentiment. IFB Industries surged 20% to Rs 1,538.75, PG Electroplast rose 13.6%, Voltas 10%, Amber Enterprises 8.7%, and Blue Star 8.7%, driving sector-wide gains.

Indian bond yields remained high, with the 10-year segment underperforming. CPI inflation fell to 2.10%, driven by lower food prices, raising hopes for RBI rate cuts. WPI inflation also slowed. Exports to the US increased, but overall exports were flat. A potential US tariff on Indian imports could impact GDP. The fiscal deficit stood at 18% in Q1FY26.

RVNL shares rose after winning an order from IRCON for signalling and telecom works, including new interlocking systems, control upgrades, and related installations, to be completed within the year.

Tata Motors shares jumped 3% on GST cut hopes, with analysts citing a potential 28% to 18% rate reduction benefiting SUVs and commercial vehicles. The broader auto sector, including Maruti, Hero MotoCorp, and Ashok Leyland, also rallied on improved demand prospects.

WTI crude oil is nearing $60, while Brent is in the mid-$60s, influenced by expectations of an oil glut in early Q4, potentially lowering inflation and boosting consumer spending. India s dramatic increase in Russian crude purchases to 35-36% is a significant shift. The Ukrainian peace deal is unlikely to be done quickly, and the Trump-Putin summit s implications are still unfolding.

Shreeji Shipping Global will launch its Rs 411-crore IPO on August 19, with a price band of Rs 240–252 per share. The issue, entirely fresh equity, closes on August 21. GMP stands at Rs 26, indicating a 10% listing premium. Proceeds will fund vessel acquisitions, debt repayment, and expansion. Shares list on August 26.

ICRA ESG Ratings launches Second Party Opinion (SPO) service to enhance transparency in ESG debt markets. The SPO evaluates governance, use of proceeds, and global alignment, helping issuers showcase credibility and investors mitigate greenwashing risks amid growing sustainable finance demand in India.

Fractional ownership is revolutionizing real estate investment in India, enabling retail investors to access premium commercial properties like offices and warehouses. SEBI s SM REIT framework and digital platforms are democratizing access, allowing young professionals and NRIs to co-own assets and earn rental income with potential capital appreciation. While risks exist, fractional ownership presents a compelling wealth-building opportunity.