Markets News
The tide is turning: Smallcap AI winners are now facing a valuation test
Seven of the 10 top-performing small-cap stocks are linked to the US data-centre boom, but a global tech sell-off and high valuations threaten the rally.
 "The tide is turning: Smallcap AI winners are now facing a valuation test")
Rupee extends gains for third day, settles at 94.75 against the dollar
The rupee appreciated for the third consecutive session, supported by foreign fund inflows into domestic equities, but a rebound in crude oil prices and geopolitical tensions capped gains
 "Rupee extends gains for third day, settles at 94.75 against the dollar")
ITC's cigarette business likely to remain under pressure in H2FY27
ITC's cigarette business may remain under pressure in H2FY27 despite strong growth in FMCG, paperboards and agri businesses, as higher taxes weigh on volumes and margins
 "ITC's cigarette business likely to remain under pressure in H2FY27")
Margin trading facility position value declines after 6 months of growth
Outstanding margin trading positions fell 4.65 per cent to ₹1.44 trillion in October, ending five months of growth as investors moderated leveraged exposure, NSE data showed
 "Margin trading facility position value declines after 6 months of growth")
Gold ETF inflows slow to ₹3,300 crore in October as AMCs suspend FoFs
Gold ETFs attracted an estimated ₹3,300 crore in October, down from ₹4,450 crore in September, as fund houses suspended fresh subscriptions to gold FoFs following Sebi's direction
 "Gold ETF inflows slow to ₹3,300 crore in October as AMCs suspend FoFs")
NSE Q2FY27 results: Consolidated net profit rises 23% YoY to ₹2,578 crore
Reforms on SLB by Sebi could expand cash market, says management
 "NSE Q2FY27 results: Consolidated net profit rises 23% YoY to ₹2,578 crore")
Markets extend gains for fourth day; FPI buying highest in a year
Nifty up 1.6% on favourable earnings, festival demand
 "Markets extend gains for fourth day; FPI buying highest in a year")
What will new Samvat bring for investors? Experts to discuss at BS webinar
Business Standard Hindi will host a special webinar on Wednesday at noon, bringing together market experts to discuss mutual funds, equities, gold and portfolio strategies
NSEIX extends trading to 23.5 hours, offers near round-the-clock access
GIFT City's NSE International Exchange extends trading operations to 23.5 hours, enabling access across Asian, European and US markets as Gift Nifty turnover rises in October
 "NSEIX extends trading to 23.5 hours, offers near round-the-clock access")
Stock Market Close: Sensex rises for 4th day, up 1225 pts, Nifty at 23,811; FMCG top sectoral gainer
Sensex Today | Stock Market Highlights, Tuesday: In the broader markets, the Nifty MidCap 100 and the Nifty SmallCap 100 rose 1.06 per cent and 0.31 per cent, respectively
 "Stock Market Close: Sensex rises for 4th day, up 1225 pts, Nifty at 23,811; FMCG top sectoral gainer")
Sensex soars 3,670-points in 4 days: Is it time to sell the rally?
Analysts cautioned against interpreting the recent rally as a trend reversal, calling it a rebound instead.
 "Sensex soars 3,670-points in 4 days: Is it time to sell the rally?")
Nifty Private Bank index gains 2%; HDFC Bank, ICICI Bank, Axis Bank shine
In the past five trading days, HDFC Bank and ICICI Bank rallied 7% each against 5% rise in the Nifty 50.
 "Nifty Private Bank index gains 2%; HDFC Bank, ICICI Bank, Axis Bank shine")
Fusion Finance share price zooms nearly 16% on Q2 turnaround
Fusion Finance reported a net profit of ₹86.48 crore in Q2FY27 against a net loss of ₹22.14 crore in Q2FY26.
 "Fusion Finance share price zooms nearly 16% on Q2 turnaround")
Textile, garment stocks in demand; Kitex, Trident, Gokaldas rally up to 18%
Share prices of Kitex Garments zoomed 18% and Trident surged 13% on the back of heavy volume in Tuesday's trading session.
 "Textile, garment stocks in demand; Kitex, Trident, Gokaldas rally up to 18%")
GRSE jumps 9% on ₹53,866-crore deal; logs best one-day gain in 6 months
The Defence Ministry sealed ₹53,866 crore contracts worth with GRSE and Goa Shipyard Limited (GSL) to procure eight next-generation warships for the Indian Navy to bolster its combat prowess.
 "GRSE jumps 9% on ₹53,866-crore deal; logs best one-day gain in 6 months")
Bosch jumps 5%, hits new high on bonus, stock split plan; up 76% since Apr
Analysts expect Bosch's Q2 revenue to grow 50% YoY, driven by consolidation of the RBIC acquisition, healthy growth outperformance in the automotive segment, and recovery in the non-mobility segment.
 "Bosch jumps 5%, hits new high on bonus, stock split plan; up 76% since Apr")
Oil market at crossroads as US-Iran diplomacy reshapes outlook: Analyst
Mohammed Imran of Mirae Asset Sharekhan said that oil market is entering a highly sensitive phase as geopolitical risks are weighed against the possibility of a breakthrough in the US-Iran crisis.
 "Oil market at crossroads as US-Iran diplomacy reshapes outlook: Analyst")
Nifty Smallcap looks stronger vs Midcap index, can hit new high: Analysts
Nandish Shah of HDFC Securities believes that the Nifty Smallcap 250 index seems favourably placed on charts compared to the Midcap 150 index, and can potentially rally to new highs from here on.
 "Nifty Smallcap looks stronger vs Midcap index, can hit new high: Analysts")
Nifty Capital Markets rallies 2%; Motilal Oswal, Angel One surge up to 7%
At 10:18 AM on Tuesday, the Nifty Capital Markets index was up 2.43%, compared to a 0.83% rise in the Nifty 50.
 "Nifty Capital Markets rallies 2%; Motilal Oswal, Angel One surge up to 7%")
KEC International falls 8% as Q2 profit sinks 82%, margins contract sharply
KEC International, a Mumbai-based EPC major, has reported an 82 per cent Y-o-Y decline in its consolidated net profit to ₹30 crore in Q2FY27.
 "KEC International falls 8% as Q2 profit sinks 82%, margins contract sharply")