Page 6 - Indian Stock Markets

RIL, Bharti Airtel set to dominate India's $8bn data centre boom: Jefferies

India's data centre capacity is expected to quintuple to 8GW over the next 5 years, driven by rising internet traffic, growing adoption of AI & stricter regulatory mandates around data localisation.

US Fed rate decision, inflation data likely to drive markets this week

Equity markets will keenly track outcome of the US Federal Reserve policy meeting this week amid heightened expectations of an interest rate cut along with WPI inflation data, analysts said. Any further development on the USIndia trade front would also drive trends in the equity market, experts said. "Looking ahead, the key global event this week will be the US FOMC (Federal Open Market Committee) meeting outcome on September 17. Markets are widely factoring in a minimum 25 bps rate cut, given signs of a slowdown in the US job market. "On the domestic front, any further developments on the USIndia trade front will also remain a critical driver of market sentiment. Overall, FII flows will continue to play a pivotal role in sustaining momentum," Santosh Meena, Head of Research at Swastika Investmart, said. Last week, the BSE benchmark jumped 1,193.94 points or 1.47 per cent, and the NSE Nifty climbed 373 points or 1.50 per cent. The Nifty registered its eighth straight day of uptrend

Travel Food up 4% on bagging this licence from Cochin International Airport

Under the agreement, Travel Food Services will act as the concessionaire for the Domestic Terminal (T1), operating around 11 Travel QSR outlets and one lounge.

Global trends, trading cues, inflation likely to steer markets this week

Sentiment in the stock market this week will be guided by global trends, trading activity of foreign investors and inflation data, according to analysts. Markets ended last week on a firm note, with the benchmarks surging more than one per cent, supported by strong domestic macroeconomic data and policy reforms, an expert said. "This week will be data-heavy both domestically and globally. On the domestic front, August inflation data (September 12) will be closely tracked. "Globally, key US data releases, including consumer inflation, jobless claims, and consumer sentiment, will be critical in shaping Fed policy expectations and influencing flows. Additionally, any updates on the India-US trade deal could provide further support to market sentiment," Ajit Mishra, SVP, Research, Religare Broking Ltd, said. Last week, the BSE benchmark jumped 901.11 points or 1.12 per cent, and the Nifty climbed 314.15 points or 1.28 per cent. "Looking ahead, Indian equities are likely to enter the w

Modi-Xi handshake, fresh tax cuts boost case for lagging Indian stocks

Improving trade links with the world's second-biggest economy add to a string of positives for India, including the prospect of further central bank interest-rate cuts

India's underperformance vs global markets about to end: Seshadri Sen

With a GST 2.0-led demand recovery expected in the Indian economy, Seshadri Sen, head of research and strategist at Emkay Global sees the period of stock markets's underperformance coming to an end

Pharma stock up 37% in 6 mths; Nuvama initiates with 'Buy', eyes 29% gains

According to Nuvama analysts Shrikant Akolkar, Aashita Jain and Gaurav Lakhotia, the company is positioned for robust growth over the medium-term, driven by capacity expansion and product additions.

Nifty key levels to watch on September 3; check top stock picks for today

Nifty failed to surpass the nearest resistance of its 5-day DEMA (24613) on a closing basis. However, the fall from the highs is not a definitive sign that the bullish momentum has completely faded.

MOFSL sees upto 46% upside in this renewable energy stock; reiterates 'Buy'

Suzlon Energy is also preparing to enter overseas markets, with exports to the Middle East and Europe expected to begin by FY27.

Markets continue to ignore impending risks: Pramod Gubbi of Marcellus

The incremental buyer in the market is primarily the retail investor - either directly or via mutual funds (MFs) - which makes the market even less reflective of these events in reality

Market complacent on tariffs; additional 25% pure hypocrisy: Nilesh Shah

If someone wants 25 per cent returns, I don't see opportunities. For high single-digit or low double-digit returns, there are plenty, says Nilesh Shah of Kotak AMC in this exclusive interview.

Sebi plans review of MTF margin rules to streamline risk management

Markets regulator Sebi is looking to review the margin framework under margin trading funding (MTF) in a bid to streamline risk management at clearing corporations. In its annual report for 2024-25, Sebi said a "comprehensive review exercise is being undertaken with respect to the currently applicable margining framework." Alongside this, a review of MTF and the scrips eligible under it is also under consideration. Margin trading lets investors buy shares even if they do not have the full amount. They can purchase shares by paying only part of the price, while the rest is covered through a margin deposited in cash or as shares kept as collateral. In addition to the review of margin rules, Sebi is also considering changes to the regulatory framework for angel funds. The review will focus on fundraising processes, investment conditions, and operational aspects, with the objective of facilitating ease of doing business and streamlining regulatory requirements. Angel funds play a pivo

Independence Day 2025: Here's a list of what's open and closed today

As the nation gears up to celebrate its 79th Independence Day, many private and government services will remain unavailable on this gazetted holiday

This smallcap company stock zooms 8%, hits record high on ₹701-cr deal win

Transrail Lighting share price zoomed today after it bagged new orders totalling ₹701 crore from both Indian and overseas clients.

RBI's rate decision, Q1 results to drive markets this week: Analysts

Equity markets this week will turn their focus on the RBI's interest rate decision, Q1 earnings from several blue-chip firms and tariff-related news for further cues, analysts said. Moreover, trading activity of foreign investors and trends in global equity markets will also drive investors' sentiment. "At the domestic level, all eyes will be on the Reserve Bank of India's monetary policy meeting, where the central bank's commentary on inflation, liquidity, and growth outlook will be keenly watched. On the earnings front, results from marquee companies, including Bharti Airtel, DLF, Bajaj Auto, Hero MotoCorp, Tata Motors, State Bank of India and Life Insurance Corporation of India, will shape sectoral momentum," Ajit Mishra SVP, Research, Religare Broking Ltd, said. Other important triggers include the release of HSBC services and composite PMI, crude oil price movement, and further commentary from the US on trade negotiations -- all of which are likely to influence near-term ...

Indian equity markets set for losses after Donald Trump's tariff surprise

Following Trump's announcement the Nifty derivatives contracts traded at the Gujarat International Finance Tec-City (GIFT City) shed over half a per cent

This smallcap steelmaker share skyrockets 19%; what's behind the rally?

Mukand shares surged after the company announced the execution of an agreement for sale on July 23, 2025, for monetising land assets in Thane district.

Govt changes timing of overnight rate release with effect from Aug 4

Financial Benchmark India will publish the daily Mumbai Interbank Offer Rate at 12:45 p.m. IST, instead of the current 10:45 a.m. IST

Globe Civil Projects zooms 5% on securing this deal from NBCC; details here

Globe Civil Projects shares jumped initially after the company announced the receipt of an order from NBCC (India) Ltd. valued at ₹172.99 crore.

How to spot alpha stocks in an uncertain stock market? Himani Shah explains

Stock market outlook: Uncertain times in stock markets present interesting opportunities to invest in high-quality companies at attractive valuations, says Himani Shah of Alchemy Capital Management