Latest Stock Market News

REITs offer retail investors a modern, accessible way to invest in income-generating real estate without ownership hassles. They provide steady income, tax efficiency, and liquidity, outperforming fixed deposits and rental flats. SEBI s reclassification as equity further enhances their appeal and accessibility for diversified portfolios.

Harshad Patwardhan from Union AMC anticipates Indian markets will improve in the second half. Foreign fund outflows and IT sector pressures currently challenge performance. Festive demand, GST cuts, and RBI rate adjustments will boost consumer sentiment. Earnings growth is expected from the second half. Foreign institutional investment may return as trade issues resolve.

Czech billionaire Daniel Kretinsky has sold his 20% stake in Thyssenkrupp s steel unit, scrapping joint venture plans. This move paves the way for Thyssenkrupp to intensify discussions with India s Jindal Steel International, which submitted an indicative bid for the entire steel business. The decision ends protracted talks and shifts focus amid European steel industry challenges.

For years, banks were barred from financing mergers and acquisitions through equity purchases, curbs that were put in place to prevent leverage buyouts. While banks could lend against hard assets such as plants, brands, and factories, they were not permitted to fund share purchases that gave acquirers control of firms.

US President Donald Trump will visit Kuala Lumpur for the summits of ASEAN and East Asia leaders from October 26 to 28. New Delhi would likely look at a possible bilateral meeting between Prime Minister Narendra Modi and President Trump and work out a trade deal on the sidelines of the East Asia summit.

Indian Bank s advances rose 13% on a year-on-year basis, the highest quarterly growth since the first quarter of FY24. Its deposits also rose 12%, the highest since the second quarter of FY23. Its provisional advances stood at Rs 6.22 lakh crore, while deposits were Rs 7.76 lakh crore for the quarter ending September 2025.

Larger banks with established capital markets divisions, such as ICICI Securities and SBI Capital Markets, will be better placed than mid-sized lenders. For financing deals, banks will need to develop a more nuanced assessment than steady-state projections of financial statements.

Jio Financial Services has been the most traded stock with borrowed funds from margin trading, with a combined amount financed of about ₹1416.6 crore. Tata Consultancy Services and Tata Motors also have funded bets worth ₹1,365.8 crore and ₹1,388.4 crore, respectively.

LG Electronics India s upcoming IPO values the company at $8.7 billion, nearly matching its South Korean parent s market capitalization. Priced at ₹1,080-1,140 per share, analysts find its 35.1x P/E ratio attractive and cheaper than local peers like Whirlpool and IFB. SBI Securities has assigned a Subscribe rating due to its superior return profile.

Consumption and financial services stocks are in focus due to recent GST boosts and RBI policy changes. Analysts highlight several stocks, including United Spirits, Aditya Birla Capital, and Axis Bank, which saw above-average rollovers to the October series. Based on technical and derivatives data, experts recommend fresh long positions and anticipate potential northward moves for these scrips.