Latest Stock Market News

Blackstone Inc. has successfully reached its $10 billion target for its latest Asia buyout fund, with expectations to hit its $12.9 billion hard cap by early next year. This achievement, fueled by strong returns and an expanding presence in India and Japan, occurs despite a cautious global private equity market.

The yen edged lower Friday, trimming its weekly gain. Traders considered Bank of Japan rate increases and a leadership election. The dollar rebounded despite a US government shutdown. Markets expect Federal Reserve rate cuts this year. Japan s political future and central bank policy are key factors. Global economic outlooks influence currency movements.

Berkshire Hathaway is acquiring Occidental Petroleum s chemical division, OxyChem, for $9.7 billion, a deal potentially marking a leadership transition to Greg Abel. While Warren Buffett s direct mention was absent, his influence is widely assumed. This significant acquisition, though using under 3% of Berkshire s cash, will substantially help Occidental reduce its considerable debt.

India faces a severe job creation challenge for its vast youth population, highlighted by the success of gig economy and edutech startups. While digitization offers opportunities, manufacturing decline, US immigration policies, and AI advancements threaten traditional job avenues. Sustained economic growth and strong US ties are crucial to absorb new job seekers and prevent underemployment.

Telge Projects will debut on the BSE SME platform on October 3, 2025. Its Rs 27 crore IPO concluded with a 2.99 times subscription. The grey market premium currently shows no gain. The company provides engineering design services. It reported strong revenue and profit growth in FY25. IPO funds will support new offices and IT infrastructure.

Gujarat Peanut and Agri Products is set to list on BSE SME October 3, following a fully subscribed IPO. The issue saw robust demand, subscribed nearly eight times, and commands a strong grey market premium of Rs 25. This indicates a potential strong debut around Rs 105-110, backed by the company s significant financial growth and established export presence.

Japan s Nikkei share average posted a slight gain on Thursday, ending a four-session losing streak, primarily boosted by chip-related stocks tracking U.S. peers. However, the broader Topix index declined, with analysts suggesting the Nikkei s recovery might be brief due to cautious retail investors and overall negative market sentiment.

South Korean shares soared to a record high on Thursday, driven by a significant surge in chipmakers Samsung Electronics and SK Hynix. Both companies secured a major deal to supply memory chips for OpenAI s data centres, propelling the benchmark KOSPI over 3%.

The RBI’s MPC kept policy rates unchanged at 5.5% in its October 2025 review, maintaining a neutral stance while signaling room for future easing. Experts say the move restores market confidence, stabilizes borrowing costs, and supports bond market sentiment. With growth forecasts revised higher and inflation near target, selective exposure in 6–12 year maturities is recommended for investors.

Unmesh Kulkarni of Julius Baer India highlights India’s growth opportunities over the next 3–5 years, focusing on BFSI, consumption, and healthcare sectors. He notes FPI outflows, tariff uncertainties, and IT sector challenges as short-term headwinds, while triggers like GST cuts, private capex revival, and domestic consumption recovery could drive the next phase of equity growth, offering strategic opportunities for long-term investors.