Latest Stock Market News

Indonesian markets faced turbulence after reopening. The stock market experienced a significant drop, triggering a trading halt. The rupiah also weakened to a record low against the dollar. This was largely due to the impact of US tariffs. Bank Indonesia intervened to stabilize the currency. The stock exchange modified trading rules to prevent further sell-offs.

ICICI Securities Probal Sen views the excise duty hike, not passed to consumers, positively, especially after prior LPG compensation disappointments. The collected excise tax, along with the LPG cylinder price increase, will offset accumulated LPG losses. While the market anticipated a price cut, the government is monitoring crude price trends.

JM Financial has issued a buy rating for AU Small Finance Bank Ltd. with a target price of Rs 650, citing strong growth in gross advances and deposits. Despite slight declines in the CASA ratio and pressure on margins, robust performance is expected. Asset quality in the unsecured portfolio remains a key monitorable.

The BSE Sensex opened with a gap-up, enabling the index to regain the 74,000 mark, while the Nifty50 also reclaimed the 22,300 levels.

Gold futures on MCX initially rose but later declined due to a stronger dollar and rising bond yields, while silver futures saw gains fueled by hopes of Chinese stimulus and the EU s stance on US trade tariffs. Experts anticipate continued volatility in gold and silver prices, influenced by the dollar index and global trade tensions.

Indian stock market faced a selloff recently due to global trade war fears. Portfolio managers advise focusing on long-term fundamentals. They suggest prioritizing domestic consumption and quality stocks. Experts believe India s macro factors are strong. Strategic portfolio adjustments are recommended. Fund managers are optimistic about eventual trade negotiations. They caution against panic selling during market volatility.

Adrian Mowat suggests that tariffs, higher than anticipated, have triggered global equity corrections, with uncertainty persisting. He believes the market hasn t fully priced in a potential US recession caused by these tariffs. Investors should analyze potential investments sensitivity to US policy and assess valuations, as current Indian large-cap valuations may not offer sufficient cushion.

Indian markets rebounded strongly on Tuesday, fueled by bargain hunting and positive global cues. The Nifty 50 and Sensex surged, driven by hopes of U.S. tariff negotiations and anticipation of an RBI rate cut. A drop in crude oil prices, falling U.S. bond yields, and a weaker dollar further boosted market sentiment, attracting investors after recent corrections.

The Nifty Auto index was trading 1.01 per cent up at 20015.35.

Invesco s Arnab Das suggests a fragmented global economy with shifting capital flows from the US to Europe and Asia due to trade tensions. While retaliation from China is underway, the primary short-term risk remains a potential recession. Das advises a holistic portfolio review, cautioning against impulsive reactions amidst market dislocations.