Page 2 - Indian Equity Markets
Indian auto stocks add $33 bn in value as GST cut boosts demand, profits
BSE Ltd's measure of 20 auto firms has added about $33 billion in market value since August 15 when Prime Minister Narendra Modi first announced the government's plan to lower goods and services tax
 "Indian auto stocks add $33 bn in value as GST cut boosts demand, profits")
Stocks to watch today, Sep 9: Infosys, TVS Motor, RailTel Corp, IRB Infra
Stocks to watch on Tuesday, September 9: | TVS Motor Company: To pass on full benefit of GST rate cut across its ICE vehicle portfolio, effective September 22.
 "Stocks to watch today, Sep 9: Infosys, TVS Motor, RailTel Corp, IRB Infra")
GST cut a partial cushion against trade headwinds, says Mahesh Nandurkar
GST rate cuts are definitely positive for consumption, especially with the festival season approaching, says Nandurkar
 "GST cut a partial cushion against trade headwinds, says Mahesh Nandurkar")
₹11.4 trillion and counting, DII buying streak continues for 25th month
₹94,829 cr August DII inflows second-highest after October 2024
 "₹11.4 trillion and counting, DII buying streak continues for 25th month")
Street Signs: Outpaced on the global racetrack, 'Growwing' against the tide
YTD, the benchmark Nifty 50 is up less than 3 per cent, falling well behind the broader EM index. This underperformance reflects, in part, foreign investors trimming exposure to Indian equities
 "Street Signs: Outpaced on the global racetrack, 'Growwing' against the tide")
GMR Airports share rises over 2% on securing this deal from DIAL; details
GMR Airports' shares gained today after the company announced it had received a Letter of Intent to Award (LOIA) from its subsidiary Delhi International Airport Limited (DIAL).
 "GMR Airports share rises over 2% on securing this deal from DIAL; details")
Shilpa Medicare share jumps 4% on 1:1 bonus issue; check record date here
Shilpa Medicare shares rose after the company announced a 1:1 bonus issue, with the Board approving the proposal in its meeting on August 13, 2025.
 "Shilpa Medicare share jumps 4% on 1:1 bonus issue; check record date here")
Nuvama upbeat on AMCs, RTAs; backs HDFC AMC, Nippon Life, KFin; here's why
The brokerage expects asset management companies (AMCs) and registrar and transfer agents (RTAs) to post a recovery in quarterly earnings, supported by steady inflows and stable equity markets.
 "Nuvama upbeat on AMCs, RTAs; backs HDFC AMC, Nippon Life, KFin; here's why")
Sensex, Nifty post best single-day rise in seven weeks on heavyweights
The Sensex climbed 746 points (0.9 per cent) to close at 80,604, while the Nifty added 222 points (0.9 per cent) to settle at 24,585
 "Sensex, Nifty post best single-day rise in seven weeks on heavyweights")
Investors pivot to quality, fundamental picks over momentum: PGIM India MF
As investment patterns in the Indian markets shift to high growth and good quality stocks, PGIM India MF suggests a portfolio strategy
 "Investors pivot to quality, fundamental picks over momentum: PGIM India MF")
Azad Engineering share gains 7% on strong Q1 results; key details here
Azad Engineering shares were buzzing after the company posted a strong set of results in the June quarter of financial year 2026 (Q1FY26).
 "Azad Engineering share gains 7% on strong Q1 results; key details here")
FPI selloff, result woes drag Indian equity markets down for a third day
Sensex drops 572 points, Nifty 156; monthly losses hit ₹13.3 trillion as Kotak Bank, TCS fall sharply and India-US trade talks stall
 "FPI selloff, result woes drag Indian equity markets down for a third day")
Paytm, DreamFolks: 6 IPOs down over 50% from issue prices; what went wrong?
Individually, AGS Transact Technologies has been the worst performing IPO in the last five years, with the stock trading at a mammoth 97% discount to its issue price.
 "Paytm, DreamFolks: 6 IPOs down over 50% from issue prices; what went wrong?")
This smallcap civil construction share is up 4% on bagging ₹910-cr deal
B L Kashyap share price rose on the back of a deal worth ₹910 crore, excluding GST, from BPTP Limited.
 "This smallcap civil construction share is up 4% on bagging ₹910-cr deal")
ITC Hotels, MRF, 2 FMCG stocks trade at new highs; full list, strategy here
ITC Hotels, MRF, Marico, EID Parry and Deccan Cements have rallied up to 87% from their respective calendar year lows, these 5 stocks can potentially gain another 16% from here; suggest tech charts.
 "ITC Hotels, MRF, 2 FMCG stocks trade at new highs; full list, strategy here")
What could move stock markets in H2 2025? Check outlook, Nifty Dec target
Analysts expect Nifty to rise up to 6 per cent in six months, with intermittent corrections likely due to global factors
RVNL shares rise 2% on ₹213 crore South Central Railway project
Rail Vikas Nigam Limited (RVNL) shares rose after it emerged as the lowest bidder (L1) for a project awarded by South Central Railway
 "RVNL shares rise 2% on ₹213 crore South Central Railway project")
KEC International share price pops 5% on this deal win; key details here
KEC International share price rose after the company announced that it has secured new orders of ₹1,236 crore for Civil projects in India.
 "KEC International share price pops 5% on this deal win; key details here")
A stream of IPOs lined up, yet grey market premium barely ripples
Five listings seek ₹15,601 crore, but only one is making any serious waves
 "A stream of IPOs lined up, yet grey market premium barely ripples")
Brokerages cut EPS estimates, downgrade Voltas on weak RAC demand outlook
According to JM Financial, Voltas and the overall RAC industry saw a 20-25 per cent year-on-year (Y-o-Y) volume decline in April and May, primarily due to unseasonal weather.
 "Brokerages cut EPS estimates, downgrade Voltas on weak RAC demand outlook")
