Latest Stock Market News

Indian equity markets face Western headwinds. Sandip Bansal of ASK Investment Managers advises caution on new IPOs, emphasizing valuation and track record. He anticipates earnings improvement from the second half of the fiscal year. FII selling is linked to tariffs and valuations, with potential for return. SIPs offer discipline for long-term investing.

Edelweiss Recently Listed IPO Fund, a Rs 900 crore scheme, offers systematic exposure to high-growth IPOs beyond benchmarks. The fund consistently outperforms peers by focusing on fundamental analysis and reasonable valuations, avoiding grey market cues. With a robust IPO pipeline, it provides early access to promising companies for long-term investors.

Sachin Shah of Emkay Investment Managers sees strong growth ahead, driven by domestic consumption and manufacturing. Despite market consolidation, he highlights opportunities in IT, autos, FMCG, and private banking, anticipating a broad-based rally fueled by a virtuous cycle of consumption and capex in the coming years.

Indian banks are experiencing stronger than expected loan growth. This pickup signals improving demand across the sector. Analysts are now focusing more on bank margins for the current quarter. Deposit growth is being managed to protect profitability. The outlook for earnings in FY26 is positive, with potential for upside surprises.

Despite muted short-term sentiment and risks from the Tata MotorFinance merger, analysts say Tata Capital remains a structurally strong play on India’s credit expansion. Its diversified retail and SME portfolio, strong brand parentage, and digital growth drive fair IPO valuations. Steady AUM growth and improving return ratios make it a long-term compounding story rather than a quick listing pop.

As of October 7, there was a notable surge in futures open interest across nine stocks in the NSE F&O segment, leading to an overall increase of over 7% compared with the previous trading session.

JSW Steel shares are under scrutiny after the Supreme Court refused to halt money laundering proceedings related to the Obulapuram Mining Company (OMC) case. The apex court allowed the statutory process to continue, focusing on whether Rs 33.80 crore withdrawn by JSW Steel constitutes proceeds of crime.

India s stock market is entering a new bullish phase. Improving earnings, a consumption revival, and slowing foreign investor selling are key drivers. Experts suggest investors should not wait for a correction. The market is expected to outperform global peers. Banks and consumption sectors offer opportunities. The primary market also shows strong momentum.

A closing price above the VWAP means the stock ended the day higher than the average price at which it traded, weighted by volume.