Latest Stock Market News

Foreign institutional investors (FIIs) aggressively bought financial services stocks worth Rs 14,274 crore in March 2025, while selling other Indian equities. This indicates confidence in Indian banks amid global volatility. Supported by robust financial updates, attractive valuations, and expected improvements in H2 FY26, Indian banks appear resilient to international market fluctuations.

Sridhar Sivaram from Enam Holdings discusses the impact of US tariffs and trade policies under Donald Trump. Highlighting the imbalance in tariffs, he argues that US demands for fair play are justified. Sivaram predicts short-term calm with many countries offering zero tariffs, though significant uncertainty persists around China.

As exporters from countries such as Vietnam, South Korea, and Japan shift their focus to alternative markets like India and the Middle East, Indian manufacturers are now contending with a wave of low-cost imports.

Brokerage firm Antique revised its target price for Trent to Rs 6,801 from Rs 7,363 but maintained a ‘Buy’ rating on the stock. The firm also trimmed its EPS forecast by 2% to 10% for FY25–27, citing a high base effect that could moderate growth momentum.

Siemens stock opened at Rs 2,571 on the BSE. Monday marks the record date for the demerger, with eligible shareholders set to receive one share of Siemens Energy India for every share held in Siemens India, in a 1:1 ratio.

Sandip Sabharwal highlights that while global tariffs and deflationary pressures may impact markets, domestic sectors like construction, infrastructure, and telecom hold investment opportunities. He emphasizes focusing on domestic consumption stories and suggests that RBI s monetary policy response will be crucial in managing liquidity. Despite global volatility, robust domestic demand conditions offer potential for market recovery.

Global trade is experiencing significant shifts due to President Trump s tariff threats, causing market volatility and recession fears. Experts believe this marks an end to the era of free trade, urging countries to bolster export competitiveness and adapt to changing trade dynamics.

Euphoria around India s SME stocks has turned to losses, with 75% experiencing double-digit declines since January s peak. Contributing factors include broader market volatility, unsustainable valuations, and a lack of institutional support. Future IPOs may benefit from increased transparency and better corporate governance.

Gold and silver prices rebounded on MCX after a sharp fall last week due to trade tensions and US economic data. Volatility is expected to persist amid global uncertainties. Analysts advise caution, suggesting gold and silver may test lower levels. Physical market rates vary across cities.

The reshuffle comes amid a sharp selloff in Indian equities on Monday, driven by fears of a global trade war and a potential recession in the U.S. Both the benchmark Sensex and Nifty indices plunged nearly 5% at the open, marking their steepest single-day percentage drop since March 2020.