Latest Stock Market News

Japanese government bonds rallied on Monday. This occurred before central bank data and speeches. These events could signal the next interest rate hike. Short and medium-term JGB yields hit 2008 highs last week. Markets anticipate a Bank of Japan rate increase soon. A corporate sentiment survey is expected Wednesday. Central bank officials will speak later this week.

TruAlt Bioenergy IPO GMP: TruAlt Bioenergy s initial public offering was fully subscribed. Investors showed strong interest in the Rs 839.28 crore issue. The grey market premium indicated a solid listing expectation. The company is a leading ethanol producer with significant financial growth. IPO funds will support expansion and working capital needs. Shares are expected to list on October 3, 2025.

Amidst a bustling IPO market, particularly in September, prominent investor Ashish Kacholia strategically invested in several recent initial public offerings. His notable participations include Suba Hotels, Ganesh Consumer Products, Vikran Engineering, Euro Pratik Sales, and Patel Chem Specialities. These investments offer insights into potential picks during a period of high market activity for new listings.

Chidu Narayanan notes robust US consumer-driven growth, with the Fed poised for gradual rate cuts this year and next, aiming for policy normalisation. While tariff-induced inflation is still nascent, India s RBI will likely pause, leveraging strong domestic consumption and a stable rupee against external headwinds. This resilience suggests global growth remains supported despite uncertainties.

Hindustan Unilever (HUL) shares fell sharply on muted Q2 growth, impacted by GST rate cuts. Trade and channel disruptions led to postponed orders and lower consumer buying in September, affecting sales. The portfolio now sees reduced GST rates on key FMCG products.

Fabtech Technologies IPO: Despite sluggish official subscriptions, Fabtech Technologies is seeing strong grey market interest, with shares trading at an 18% premium, reflecting positive investor sentiment ahead of listing.

India s 10-year bond yield remained stable Monday, as selling pressure from the government s revised borrowing plan was balanced by quarter-end buying and caution ahead of the RBI s monetary policy decision. While most expect rates to hold, some economists and firms anticipate a 25 basis-point cut amid subdued inflation and global trade concerns.

Bitcoin traded around $111K and Ethereum at $4,120 on Monday, driven by strong whale accumulation. Experts say BTC’s dip below key averages is a short-term cleansing, with institutional interest and supply constraints supporting longer-term bullish potential.

Pankaj Pandey suggests domestic-oriented sectors like auto, capital goods, and cement offer attractive risk-reward amidst market volatility, expecting a further 2% correction before a bottom. While exporters face headwinds, select food FMCG companies and auto sales show promise, though IT remains challenging due to global sentiment.