Latest Stock Market News

Mutual funds poured Rs 47,000 crore into 41 stocks in July 2025, with 11 top picks delivering 25–86% returns in FY26 so far.

Cement stocks surged in FY26, led by Nuvoco Vistas, JK Cement, and Star Cement, amid GST cut hopes. Strong Q1 FY26 profits highlighted sector resilience, efficiency gains, and investor confidence despite muted performance from large-cap peers.

Peter McGuire expects crude prices to soften through 2025, with WTI slipping into the $50s and Brent below $60, aided by higher US production and OPEC+ dynamics. Lower oil costs may ease inflation and support consumers, while potential Fed rate cuts could further fuel Wall Street’s rally into year-end.

The Indian rupee rose on Monday, boosted by the rally in local equities on Prime Minister Narendra Modi s planned tax cuts, while forward premiums and volatility expectations barely budged following the Trump-Putin meeting.

The Indian Hotels Company on Monday said it has signed an agreement with Madison, the hospitality platform of Terminus Group and JV Ventures, for ten new hotels to be operated under the Ginger brand spread across the southern states of India.

Bengaluru ranks 4th in a list of 46 cities globally in terms of price appreciation of prime housing properties, according to real estate consultant Knight Frank.

Realty firm Omaxe Ltd has posted a consolidated net loss of Rs 185.77 crore in the first quarter of this financial year on lower income.

Zerodha co-founder Nikhil Kamath has invested Rs 137.5 crore in Goldi Solar to expand production and strengthen its global renewable energy presence. Goldi Solar, India’s largest solar module manufacturer, has increased capacity from 3 GW to 14.7 GW and is venturing into solar cell manufacturing, aligning with India’s clean energy goals.

Global markets show cautious optimism as geopolitical clarity from Trump-Putin and Zelenskyy talks could marginally boost sentiment. Strong tailwinds from India’s GST reforms and positive earnings support markets. Aerospace and defence remain key outperformers due to ongoing security investments, with potential long-term gains despite unresolved geopolitical tensions.

Hiren Ved highlights India’s consumption revival driven by tax cuts, GST reforms, and RBI measures, boosting festive season spending. While FMCG, quick commerce, and retail gain near-term momentum, defence remains a decade-long strategic story with rising domestic capabilities. Overall, pro-growth policies support both consumption and long-term sectoral expansion.