Latest Stock Market News

Banks are set for a muted Q4FY25 due to slower loan growth and NIM pressure. Analysts expect modest earnings, stable asset quality, and elevated credit costs. Private banks may outperform PSU peers. Stock selection should favour strong franchises with liquidity buffers as rate cuts further squeeze margins.

Cryptos fell as US-China trade tensions flared, with Bitcoin down 1.5% and Ethereum slipping 3.8%. A 145% US tariff on Chinese goods spooked investors, boosting gold and Swiss franc. Analysts flagged cautious sentiment despite easing inflation. Bitcoin support lies at $75,000, with $88,000 eyed if macro conditions improve.

Hong Kong and China stocks rebounded on Friday, led by chip shares and potential state buying, despite escalating U.S. trade tensions. The Hang Seng Index and mainland indexes reversed earlier losses, although both markets are still poised for significant weekly declines. Beijing s efforts to stabilize markets included state fund interventions and company share buybacks, boosting investor confidence.

Shein, the fast-fashion giant, has secured initial approval from UK regulators for its London IPO, a significant step after confidential filings last June. However, the China-founded company faces hurdles including potential tariffs and regulatory approvals from China. These challenges, along with market volatility, could delay the IPO, potentially impacting Shein s valuation, which was previously estimated at $66 billion.

More Retail, supported by Amazon, intends to launch its IPO next year. The company aims to double its store numbers within five years. This expansion occurs as more shoppers in India choose supermarkets and online platforms for groceries. More Retail also plans to add 500 stores in collaboration with Amazon Fresh. The company focuses on slotted deliveries for future growth.

In just a week, the dollar has gone from a safe haven to investors whipping boy as U.S. President Donald Trump s chaotic tariffs on friend and foe alike undermine decades of trust in the world s reserve currency.

Amidst global trade uncertainties and potential market volatility stemming from bond yields and currency fluctuations, Abakkus Asset Manager suggests a staggered investment approach over the next three months. They favor financials, particularly mid-sized private banks and NBFCs, alongside cement, engineering, and consumer-focused companies with minimal export exposure, while maintaining a cautious stance on metals, IT, and pharma.

​Our recommendation is always the fact that you need to stay invested long-term in your SIPs and when your market corrections happen, it is the best time to buy more because you are actually accumulating additional units which is basically a sale in the market, so you are getting to buy at a cheaper cost.

Gold prices hit a record high on Friday, fuelled by safe-haven demand as trade war between the United States and China intensified after both economies imposed tit-for-tat tariffs.

Jigar Mistry of Buoyant Capital discusses the Indian market s potential upswing, cautioning against oversimplification due to global factors like tariffs and recessionary pressures. He highlights the nuanced impacts of trade dynamics and suggests a calibrated approach. Mistry advises focusing on large-cap stocks and specific sectors like banking, financials, and healthcare, while remaining cautious about the MFI space.