Latest Stock Market News

Shares of Reliance Infrastructure and Reliance Power declined after the Enforcement Directorate (ED) conducted searches at premises linked to Anil Ambani. The investigation revolves around an alleged Rs 3,000 crore loan fraud involving Yes Bank, with the ED suspecting money laundering and diversion of funds to shell companies.

PTC India shares jumped as CERC’s approval of market coupling is seen benefiting its Hindustan Power Exchange stake, while IEX tumbled on fears of losing pricing dominance. The new regime will centralise power price discovery, potentially reshaping India’s electricity trading landscape and impacting shareholder value.

Indian Energy Exchange shares faced restrictions. This happened after open interest crossed a limit. The National Stock Exchange imposed the ban. A regulatory order on power market coupling caused a sell-off. The Central Electricity Regulatory Commission approved market coupling. This decision impacts IEX s dominant market position. Investors are concerned about revenue and profitability. The F&O ban limits speculative trading.

Alphabet saw a surge in cloud computing demand. The company is increasing its capital spending. This is to about $85 billion. Alphabet beat Wall Street estimates for revenue and profit. Google Cloud sales grew significantly. AI features and a steady digital ad market helped. The company s shares initially dipped but then rallied. This was due to strong cloud demand details.

Shiv Chanani of Baroda BNP Paribas MF advises mutual fund investors to define their goals and investment timeframe. A three-to-five-year horizon suits midcap, smallcap, or sector-specific funds. He highlights the structural growth potential of midcap, smallcap, and consumption themes in India. Chanani believes India s limited global export share shields it from major tariff headwinds.

Bajaj Housing Finance shares: The company’s total operating revenue reached ₹2,616 crore, marking an 18% increase from ₹2,209 crore in the same quarter last year. Profit after tax (PAT) saw a slight sequential decline of 0.6% compared to ₹587 crore reported in Q4 FY25.

Systematic Investment Plan inflows reached a record high in June. This signals strong investor confidence despite market fluctuations. Ajay Garg of SMC Global Securities credits this to financial literacy and Gen Z participation. Tax relief and digital access also play a role. The market faces tariff concerns and global headwinds. However, domestic investors and IPO activity show resilience.

Amid global uncertainty, gold maintains its strength above $3,400, while silver rallies by over 30% in 2025. Central bank demand and geopolitical tensions support gold, while silver s volatility requires a higher risk appetite. The rupee faces pressure but remains fundamentally strong, and the dollar index acts as a key swing factor for bullion prices.

Vishal Goenka highlights a policy divergence in the US bond market due to reduced long-term Treasury issuance, potentially impacting global interest rates. India s corporate bond market, though growing, lags significantly behind the US. Record issuances in India are driven by RBI s accommodative stance and strong institutional demand, while structural reforms are needed to deepen market participation.