Latest Stock Market News

Chirag Mehta, CIO of Quantum AMC, believes that while large caps are undervaluing, small and midcaps remain pricey, showing potential for further setbacks. Mehta sees investment opportunities in sectors like BFSI, IT, and consumer discretionary, despite global jitters. Key focus is on careful stock selection based on robust underwriting and lending practices.

Asian equities mostly fell Wednesday as investors fret over Donald Trump s ever-changing trade policies amid increasing concern that his tariffs could send the US economy into recession. But Hong Kong, Shanghai, Singapore, Wellington and Manila were in the red, with Sydney down more than one percent, on concerns about the impact of Trump s latest tariffs on Australia s economy.

Varun Goel, Senior Fund Manager at Mirae Asset, highlights the attractiveness of lending, export-oriented sectors like IT and pharma, and low-ticket discretionary items for earnings growth in FY26. He emphasizes the potential revival in Indian markets due to factors such as rate cuts, tax benefits, and positive crop outcomes, predicting improved Nifty earnings.

Jim Walker, Chief Economist at Aletheia Capital, highlights India s exceptional policy stability and macroeconomic foundation, making it an ideal long-term investment hub. He also emphasizes Vietnam s promising economic and political stability, predicting substantial growth in the coming years, making it another attractive destination for investors.

ICICI Securities advises holding Inventurus Knowledge Solutions with a target price of Rs 1,820. The company s growth hinges on cross-selling to Aquity s 800 new clients and reducing Aquity s client count to focus on enterprise clients. Key risks include M&A delays and AI disruptions. Revenue and EPS CAGRs for FY25-28 are modeled at 20% and 34% respectively.

Adani Enterprises will be in focus after its real estate arm, Adani Properties Pvt Ltd, secured the contract for the redevelopment of Motilal Nagar in Mumbai, one of the city s largest housing projects, worth Rs 36,000 crore. This win follows their involvement in the Dharavi slum redevelopment. Shares closed 0.9% higher at Rs 2250.35 on Tuesday.

The Indian stock market experienced a significant downturn in February 2025. This decline has brought the index down approximately 16% from its September 2024 peak.

Gold prices fell slightly on Wednesday amid talks of a Ukraine ceasefire and anticipation of U.S. inflation data. Investors are focused on the Federal Reserve s interest rate decisions, influenced by economic tensions and tariff policies. Rising inflation could affect gold s appeal as a non-yielding asset. Silver, platinum, and palladium also showed mixed movements.