The Indian stock market, Morgan Stanley believes, is transitioning into one that will be driven by macros and stock-picking will likely lose importance
Quarterly earnings, macroeconomic data announcements and global trends will drive the Indian stock markets in a holiday-shortened week, analysts said. Stock markets would remain closed on Wednesday for the Guru Nanak Gurpurab holiday. "The holiday-shortened week is expected to remain eventful, with multiple key data releases and major corporate earnings lined up. On the macroeconomic front, attention will turn to the final readings of the HSBC manufacturing PMI, as well as the HSBC services and composite PMI data, which will offer cues on domestic growth momentum. "On the earnings front, several index heavyweights are set to announce their quarterly results, including Bharti Airtel, Titan Company, Adani Enterprises, Adani Ports, InterGlobe Aviation, Mahindra & Mahindra, State Bank of India, Lupin, Bajaj Auto and Hindalco," Ajit Mishra- SVP, Research, Religare Broking Ltd, said. Globally, developments related to trade deals and trends in major international markets will also be ...
At 1:30 PM, Vaibhav Global share price was trading 11.42 per cent higher at ₹286.80 per share. In comparison, BSE Sensex was trading 0.57 per cent lower at 84,515.48 levels.
Sagility shares rose today after the company reported strong earnings for the September quarter of FY26, driven by healthy revenue growth and a sharp improvement in profitability.
Cognizant CFO Jatin Dalal said the company is evaluating a primary offering and secondary listing in India, potentially becoming the first foreign IT major to list on Indian bourses
Improving global and domestic liquidity, persistent underweight positioning by global investors, and a renewed search for geographical diversification further underpin UBS' positive outlook on India
Anand Rathi believes IndiGo's disciplined low-cost structure, commanding market share, and strategic global expansion make it a long-term compounding story in Indian aviation.
Moreover, progress in India-US trade negotiations will remain a key focus for investors, an expert said
Garuda Construction share price zoomed after the company announced that it has secured a construction order worth ₹231 crore.
Muhurat Trading: The special one-hour Muhurat session, considered a symbolic start to the Hindu calendar year (Samvat 2082), will be held between 1:45 PM and 2:45 PM today on both the NSE and BSE.
Investment tips for Samvat 2082: Discover top sectors, portfolio strategies and smart asset allocation for Diwali 2025 Muhurat Trading. Find expert tips to build wealth in volatile markets
On the bourses around 10:20 AM, Zaggle share price was trading 1.84 per cent lower at ₹345.90 per share. In comparison, BSE Sensex was trading 0.26 per cent lower at 82,112.30 levels.
If tariff concerns abate, global investors could eventually play catch-up
Technical charts flag up to 22% downside risk for PSU bank shares such as Indian Overseas Bank, Uco Bank, Central Bank of India and Punjab & Sind Bank as government stake sale buzz looms.
Foreign portfolio investors (FPIs) remained net sellers of Indian equities in September, withdrawing Rs 23,885 crore (around USD 2.7 billion) and taking year-to-date outflow to Rs 1.58 lakh crore (USD 17.6 billion). This marks the third consecutive month of withdrawals, following heavy outflows of Rs 34,990 crore in August and Rs 17,700 crore in July, data from depositories showed. The latest selling was driven by multiple factors, like US trade and policy shocks -- steep tariff hikes of up to 50 per cent on Indian goods and a one-time USD 100,000 H-1B visa fee, which hurt sentiment toward export-oriented sectors, especially IT, Himanshu Srivastava, Principal, Manager Research, Morningstar Investment Research India, said. The rupee's fall to a record low level also added currency risk, while relatively high valuations of Indian equities prompted rotation to other Asian markets, he added. Despite the ongoing sell-off, some analysts believe conditions may gradually turn in India's .
The IPO rush in India has been powered by corporates seeking funds to expand operations in the world's fastest-growing major economy
Big-ticket deals, including billion-dollar offerings from Tata Capital Ltd. and LG Electronics Inc.'s local unit, are boosting confidence that India's $5 trillion stock market
According to Motilal Oswal, retail mutual fund activity has shown some moderation, particularly in Systematic Investment Plan (SIP) flows, as one-year SIP returns have turned negative.
Around 11:00 AM, DCX Systems shares were off day's high, but continued to trade 1.2 per cent higher at ₹240.05 per share. By comparison, BSE Sensex was trading flat at 80,417.21 levels.
Overseas investors have pulled a net $16.8 billion from local shares this year through Sept. 26, nearing the record set in 2022