Latest Stock Market News

According to Reserve Bank of India (RBI) data, system credit growth edged up to 10.3% year-on-year as of September 5, compared with 10% as of August 22, while deposit growth moderated to 9.8% from 10.2% over the same period. The system credit-deposit ratio remained elevated at 79% as of September 2025.

Biotique, the beauty and personal care brand, plans a $300 million public listing next year by diluting 10% equity. Valued at $3 billion, founder Vinita Jain stated the IPO aims for company longevity, deploying capital into R&D, distribution, and international expansion.

Overseas investors have significantly increased bearish bets on Nifty futures, reaching record levels due to US tariff offensives, a weak rupee, and expensive valuations. Their long-short ratio is near all-time lows, reflecting sustained selling pressure. While a technical pullback is anticipated, foreign investors are closely watching Q2 earnings for potential unwinding of these short positions.

Indian subsidiaries of multinational corporations frequently command significantly higher valuations than their parent companies, driven by investor confidence in India s rapid economic growth. LG Electronics India s IPO exemplifies this trend, with its valuation far exceeding its Korean parent despite smaller revenues. This pattern is observed across numerous sectors.

The National Stock Exchange has reduced the market lot sizes for derivative contracts across four key indices, including Nifty and Nifty Bank, effective from year-end. This move aims to make trading cheaper for participants by lowering contract values and margin requirements, aligning with Sebi guidelines. Experts believe it will support declining options volumes.

Emerging market assets are poised for a banner year, fueled by strong investor optimism and expected Q4 inflows into equities and bonds. Federal Reserve rate cuts, a softer dollar, and China s stock rally are driving this bullish sentiment among EM fund managers. While country-specific risks and a potential dollar resurgence exist, the outlook remains positive.

Nifty began October positively, breaking its losing streak, with experts eyeing sustained levels above 24,820 for further gains towards 25,000-25,170. While the structure remains fragile, sectors like banking, auto, metals, and defence are poised to drive momentum. Traders are advised to stay hedged and consider accumulating on dips around 24,600, with specific stock recommendations highlighted for potential opportunities.

Markets closed higher on Friday, with Nifty testing key resistance at 24,900. Analysts predict further recovery if this level is breached. Several companies are in focus today. HDFC Bank reported loan growth. DMart and Bajaj Housing Finance showed strong revenue and disbursement gains. Vedanta pushed its demerger deadline. Tata Steel received a demand letter. Bajaj Finance saw AUM jump.

The Reserve Bank of India increased its NDF market intervention. This action aimed to stop rupee depreciation. The rupee hit a record low after US tariffs. Short positions in NDF segments rose significantly in August. This marked a major build-up in nearly five months. The central bank continued its efforts in September. Experts expect continued downward pressure on the currency.

Foreign portfolio investors (FPIs) remained net sellers of Indian equities in September, withdrawing Rs 23,885 crore (around USD 2.7 billion) and taking year-to-date outflow to Rs 1.58 lakh crore (USD 17.6 billion).