Latest Stock Market News

Foreign Institutional Investors have pulled out Rs 1,98,103 crore from Indian equities in 2025. September alone saw Rs 27,163 crore exit. This selling trend has continued for nearly two years, totaling Rs 3,19,313 crore over 21 months. Analysts point to valuation concerns and global allocation shifts. Outflows may slow as valuations stabilize and corporate earnings improve.

Tata Capital Limited will launch its Initial Public Offering on October 6, 2025. The price band will be set between Rs 310 and Rs 326 per equity share. The subscription window will close on October 8. The offering will comprise 45.58 crore equity shares. This includes a fresh issue and an offer for sale.

Kotak Mahindra Bank announced strong provisional financial results for the second quarter ending September 30. The bank reported a 14.4% year-on-year growth in average total deposits, reaching Rs 5,10,138 crore, and a 14.6% increase in average net advances. Period-end net advances rose 15.8%, while CASA balances grew 11.2%. Following the announcement, the bank s shares closed 1.8% higher.

Markets recovered last week. Nifty and Sensex gained nearly one percent. RBI kept the repo rate unchanged. GDP growth estimates were upgraded. Bank Nifty showed outperformance. Analyst Sudeep Shah provided an outlook. Nifty faces resistance at 25,050-25,100. Bank Nifty targets 56,200 and 57,000. DIIs supported markets amid FII outflows. Banking and PSU sectors lead.

Bajaj Finance delivered a robust operational performance in Q2 FY26, with Assets Under Management surging 24% year-on-year to Rs 4,62,250 crore. The company expanded its customer base to 110.64 million, adding over 4 million new customers, while new loan bookings jumped 26%. This strong growth follows a 22% profit increase in Q1, underscoring consistent financial strength and retail traction.

The National Stock Exchange will reduce Nifty 50 futures and options lot size from 75 to 65, effective December 30, 2025, for contracts expiring thereafter. This revision, also impacting Bank Nifty and other indices, aims to balance contract values. Traders will need to adjust position sizes and margin requirements, while retail investors may find contracts more accessible.

Vedanta Ltd achieved record production highs in Q2 FY26, including its highest-ever quarterly aluminum output at 617 kt and alumina production at 653 kt, a 31% YoY jump. Zinc India and Zinc International also reported best-ever mined metal figures. Pig iron output surged 26%.

Data shows that 44 stocks from the Nifty500 have slipped over 10% during this period, highlighting pockets of underperformance amid a broadly buoyant market.

Platinum, trading at historic discounts to gold and silver, presents a compelling investment opportunity. Technical and fundamental indicators suggest a major reversal is underway, driven by tight supply and growing industrial demand from green technologies. This undervalued precious metal offers significant upside potential.

Indian and global copper prices are soaring to record highs in 2025, driven by a perfect storm of factors. The green energy transition, significant supply disruptions, and Chinese stimulus are fueling this demand. Geopolitical tensions and a weaker US dollar further contribute to the rally.