Markets News

Stocks to buy: Ajit Mishra of Religare Broking recommends buying BPCL, Indus Towers, and REC; also suggests Nifty trading strategy

The government, along with the regulator, is carefully watching the rupee, which has slipped below the 90 mark against the US dollar, and may take measures once the situation becomes uncomfortable, Economic Affairs Secretary Anuradha Thakur said on Monday. "Anything above 90, everyone starts talking about it. Even, we start watching it carefully. It is a question of flows, and we are impacted by that," he told PTI in an interview. However, she said, a depreciating rupee does have a certain value in terms of export competitiveness whenever it happens. "We are watching together with regulators and other stakeholders. We will see how to handle it if a situation more than uncomfortable happens," she said. According to the Economic Survey 2025-26, the rupee depreciated by around 6.5 per cent between 1 April 2025 and January 22, 2026, making it one of the weakest-performing currencies in this period. Its fall was comparable to that of the Japanese yen, which lost about 5.5 per cent, and

Budget 2026 | Stock Market LIVE Updates on February 1, 2026: FM Sitharaman on Sunday has raised STT on future trades to 0.05 per cent from 0.02 per cent under Budget 2026.

STT kike will be a headwind for capital-market-linked stocks. With derivatives volumes already shrinking in recent months, the hike, analysts say, may further their pressure near-term earnings.

The key message from the Budget is clear: fiscal consolidation will continue alongside growth, supported by responsible financial management

Benchmark indices fell on Friday as metal stocks slumped sharply, while investors stayed cautious ahead of the Union Budget and amid sustained foreign fund outflows

Nomura, which has a 'Buy' rating on Tata Motors with a target price of ₹547, sees clear signs of a CV upcycle gathering momentum, driven by improving industry fundamentals.

Recently listed e-commerce firm reports higher logistics, employee and restructuring costs in the December quarter despite strong revenue growth

GRSE share price today: GRSE shares advanced following a strong Q3FY26 performance. Total income rose 46 per cent year-on-year (Y-o-Y) to ₹1,958 crore in Q3FY26 from ₹1,343 crore in Q3FY25.

The stock fell to an intraday low of ₹702.40 per share before paring some losses. Around 11 AM, Vedanta was trading 6.93 per cent lower at ₹713, underperforming the broader market.

Voltas posted largely in-line revenue for Q3, but better-than-expected profitability, particularly in its UCP segment, prompted a reassessment of near-term margin trends among analysts.

L&T's Q3FY26 results show double-digit growth in P&M and services, strong margin expansion and a record order book, with overseas markets driving momentum

Emkay Global Financial Services highlighted that while overall CIF and assets under management (AUM) growth remained soft, mirroring broader industry trends, spending momentum was robust.

Somany Ceramics share price today: The Somany Ceramics shares rose as much as 8.5 per cent to ₹420 on the National Stock Exchange (NSE).

While most analysts accept that Vodafone Idea needs to spend heavily to stay relevant, few are willing to fully buy into management's projections.

Bajaj Auto Q3 Preview: The two wheeler giant is likely to announce it December quarter (Q3FY26) results on Friday, January 30, 2026.

Around 12:10 PM, InfoBeans Technologies shares were trading near day's high, up 6.57 per cent higher at ₹789.45 per share. By comparison, BSE Sensex was trading 0.59 per cent higher at 82,340.02.

Around 1:10 PM, Fino Payments Bank share price was trading near day's high, up 7.98 per cent at ₹225.35. In comparison, BSE Sensex was trading 0.31 per cent higher at 82,114.27 levels.

Vedanta Q3 Preview: Analysts see robust performance from the aluminium, zinc and power segments, which is likely to offset weakness in the oil and gas business

Asian Paints share price today: Asian Paints shares slid sharply, falling 6.62 per cent to an intraday low of ₹2,451 on the BSE, making it the top loser on the Sensex.