Latest Stock Market News

Gold prices dipped amid easing US-EU tariff tensions, but technical indicators suggest an upward bias. Key support lies at Rs 95,200 with resistance near Rs 96,700. Analysts advise a buy-on-dips strategy as volatility compresses, awaiting cues from US macro data and Fed Chair Powell’s speech. Domestic rupee movement and geopolitical developments may keep MCX gold resilient.

Sandip Sabharwal suggests a positive market trend, driven by inflation undershooting RBI expectations and a weakening US dollar boosting emerging markets. While markets aren t cheap, corrections should be viewed as buying opportunities. He expresses skepticism about Eternal s quick commerce investments and notes the early monsoon s potential impact on various sectors. Divi s Laboratories looks promising, while Sun Pharma faces near-term challenges.

Reliance Power shares have surged 22.2% in the last six trading sessions, driven by strong Q4 FY25 results showing a net profit of Rs 126 crore compared to the previous year s loss. Technical indicators, including a buy signal on the Supertrend indicator, have further boosted investor sentiment. The stock has delivered impressive 91.7% returns over the past year.

The Indian logistics sector is poised for growth, driven by strategic international collaborations and a robust domestic market. This article delves into the sector s performance, outlook, and highlights key companies that are set to benefit from this positive trajectory.

The historical link between rising U.S. Treasury yields and a stronger dollar has broken in 2025, as yields surge on fiscal stress fears, not economic strength. Downgrades, declining foreign demand, and rising refinancing costs are straining markets, pressuring the dollar and equities amid economic slowdown and investor uncertainty.

Sandip Sabharwal suggests a potentially positive outlook for commercial vehicles due to economic growth and lower interest rates, favoring companies like Ashok Leyland and Mahindra & Mahindra. He expresses caution regarding Balkrishna Industries entry into the mass-market tire segment, citing potential negative impacts on valuation. Sabharwal also believes that the bullishness is built into the OMC stocks.

Belrise Industries IPO allotment is expected to be finalized today, following a strong subscription rate of 43.14 times. Investors can check their allotment status via MUFG Intime India or the BSE website. The IPO saw significant interest across all categories, with a grey market premium indicating a potential listing gain of 29%.

Sandip Sabharwal shares his bullish market view, sector picks, and investment strategy amid global cues and monsoon trends.

Raymond James Investment s Matt Orton suggests the US market s direction hinges on tariff policy shifts after a strong rally. Investors should brace for potential dips, especially if they missed earlier opportunities. While earnings justify market gains absent tariffs, the market has already factored in a baseline tariff, reacting to specific trade deal developments.

Even margins are high. So, for earnings to kind of move ahead from here on you require topline growth; translation, you require GDP growth rate and our GDP growth unfortunately today is less than 10%, the nominal GDP growth rate is less than 10% and that is really where the challenge has come in.