Latest Stock Market News

The NSE Nifty 50 Index has gained over 7% this month. Its 14-day relative strength index (RSI), which tracks recent price movements, has shifted from oversold to overbought conditions in just 14 sessions, marking the fastest pace on record.

Indian benchmark indices traded flat as gains in HDFC Bank and IT stocks were offset by losses in Reliance, ICICI Bank, and M&M. Kotak Mahindra, Bajaj Finance hit highs; Shree Cement, SBI Card hit lows.

Dinshaw Irani, CEO of Helios Mutual Fund, discusses the market s surprising rally, recent trends in consumer durables, IT, and financial sectors, and the impact of tariffs and corporate earnings on the market. He advises cautious optimism and emphasizes the importance of consistent SIP investments.

Inflation silently erodes investment returns, reducing real gains across asset classes. While tax indexation benefits have been rolled back, Inflation-Protected Securities (IPS) offer a reliable hedge. India s limited adoption of IPS presents an opportunity for expansion, ensuring stable real returns amid persistent inflationary pressures.

Bitcoin briefly surged to $88,758 before retreating, fueled by MicroStrategy’s $584M purchase and Trump’s tariff comments. Analysts predict further upside if BTC holds above $85,000. Market sentiment remains positive, with major altcoins posting gains. Institutional interest and ETF inflows continue supporting Bitcoin’s dominance.

This article explores the long-term benefits of staying invested in equities, illustrating how missing the best market days can drastically reduce returns. It emphasizes the importance of revisiting investment goals, diversifying portfolios, and continuing investments during market corrections. The piece advocates for a disciplined, long-term strategy to achieve financial growth and navigate market volatility.

Motilal Oswal noted that the consumption sector’s underperformance—nearly 900-600 basis points below the Nifty100—presents attractive entry opportunities in certain stocks. The firm highlighted Page Industries, Devyani International, Metro Brands, V-Mart, Lemon Tree Hotels, LT Foods, and Cello World as top picks with solid fundamentals and growth prospects.

Anshul Saigal emphasizes long-term investing over short-term predictions, highlighting key growth themes. The power sector is set for expansion, while consumer discretionary stocks may lead market trends post-2025. Kotak Bank shows turnaround potential, but the cable and wire sector faces competitive pressures. Investors should focus on strategic positioning amid market shifts.

Japan s Nikkei share average rose 0.5% to close at 37,780.54, snapping a three-day losing streak, largely due to optimism over potentially less severe U.S. tariffs. Despite early gains, ongoing uncertainty limited the rally. Significant contributors included Toyota Motor and Fast Retailing, while Nexon saw a 9% increase.

UBS upgraded UltraTech Cement and Ambuja Cement to "buy" from "neutral" and "sell," respectively, and also raised Dalmia Bharat to "buy" from "sell." The brokerage firm anticipates that structural cost reductions and sector consolidation will drive a multi-year earnings upcycle.