Stock Market Rally

Trump's tariff cut sparks relief in India despite limited clarity on deal

India had agreed to buy petroleum, defence goods and aircraft from the US, while partly opening up its guarded agriculture sector under the agreement

From Bernstein to Nomura: Brokerages give thumbs up to India-US trade deal

Nifty will likely head back to 26,500 and settle there as focus returns to earnings, analysts at Bernstein said in a note

Markets need clarity on trade deal for the rally to sustain: Shankar Sharma

The markets were looking for a reason to rally, and they have got it now in the form of India-US trade deal. Once analysts and investors settle down, they will ask more questions (on the deal)

Titan, Kalyan Jewellery soar up to 20% on India-US trade deal boost

Analysts believe that the gems and jewellery related sector is likely to benefit from the India-US trade deal.

Infosys, Bhel, Arvind: Antique lists top gainers from India-US trade deal

The India-US trade deal, Antique believes, is significantly positive for Indian equities as FPI equity outflow of $34 billion since October 2024, the highest among emerging markets (EMs), may reverse

Apex Frozen, Avanti Feeds hit 20% upper circuit on US tariff relief

Avanti Feeds hit a fresh life-time high at ₹960, while Apex Frozen Foods quoted at its highest level since September 2022 after the US President partly rolled back reciprocal tariffs on Indian imports

India-US trade deal: Time to buy stocks; Nifty target 28,100, says Bernstein

Sector-wise, Financials, information technology (IT), and Telecom, they said, are the ways to participate in the market rebound

Markets mostly rebound after pre-Budget corrections: SBI Securities

One- and three-month performance strong on three occasions when markets fell 3% or more ahead of the Budget

Budget may not lure FPIs immediately: Somil Mehta, Mirae Asset Sharekhan

India's structural story (demographics, digitisation, manufacturing) is intact despite tactical noise, said Mehta

Q3 earnings, global trends to drive stock markets this week: Analysts

Trading pattern in the stock market this week will largely depend on the ongoing Q3 earnings announcement from corporates, global trends, and foreign fund movement, analysts said. Moreover, geopolitical developments and any update on trade negotiations would also be keenly tracked by investors, experts noted. "Participants will initially react to the earnings of key heavyweights such as Reliance Industries, HDFC Bank, and ICICI Bank. Thereafter, focus will shift to the broader set of Q3 earnings from several large and midcap companies across sectors. "On the global front, US macroeconomic data, including GDP growth, jobless claims, and PMI readings, will influence risk sentiment and currency movement. Geopolitical developments and updates on trade negotiations will also remain on investors' radar," Ajit Mishra - SVP, Research, Religare Broking Ltd, said. Reliance Industries Ltd on Friday reported almost a flat net profit of Rs 18,645 crore for the third quarter, as a decline in ga

China's fresh tech surge powers stock rally despite fragile economic growth

Thanks to fresh progress in sectors from commercial rockets to robotics and flying cars, Chinese tech shares have begun the new year with a bang

Surging stock listings lift India's IPO fees to a record high in 2025

The average fee paid to bankers for IPOs rose to 1.86 per cent of a deal's value, versus 1.67 per cent a year earlier, according to capital-markets data provider LSEG

Macroeconomic data, FII trading activity likely to drive markets this week

Macroeconomic data announcements, global trends and trading activity of foreign investors would be major driving factors for market movement this week, analysts said. Unabated capital infusion by domestic institutional investors have supported the positive trend in the stock market last week, traders said. "This week is expected to be data-heavy, both domestically and globally, as markets enter the early phase of the earnings season. In India, investors will track the final readings of the HSBC Services PMI (Purchasing Managers' Index) and Composite PMI. Globally, key US macro data and releases from China will be closely watched for signals on growth, demand, and inflation trends," Ajit Mishra -- SVP, Research, Religare Broking Ltd -- said. Last week, the BSE benchmark jumped 720.56 points, or 0.84 per cent, and the NSE Nifty climbed 286.25 points, or 1.09 per cent. The 50-share Nifty hit its all-time peak of 26,340 on Friday. "Market's focus is set to shift toward the Q3 earnings

AI bubble concerns, policy splits cast shadow over Asian stocks in 2026

The investment frenzy over AI played a key role in driving Asian stocks' outperformance versus their global peers last year

Macro data announcements, trading moves likely to drive markets this week

A host of macroeconomic data announcements, global trends and trading activity of foreign investors would dictate investors' sentiment in the stock market this week, analysts said. Besides, auto sales data will be closely tracked, experts noted. With only a handful of trading sessions left this year, Indian equity markets are expected to remain largely range-bound, albeit with a constructive bias, according to a market analyst. "This week marks the transition into calendar year 2026 and is likely to witness heightened volatility due to the December F&O expiry. Key domestic data points to track include industrial production data for November and the final HSBC manufacturing PMI (Purchasing Managers' Index) reading," Ajit Mishra SVP, Research, Religare Broking Ltd, said. Globally, markets will closely monitor US macroeconomic cues, including the FOMC (Federal Open Market Committee) minutes and updates on the Federal Reserve's balance sheet, he said. "These developments could ...

World-beating 55,000% surge in Indian AI stock sparks bubble fears

Little-known until recently even within its home market of India, RRP Semiconductor Ltd. became a social-media obsession as its shares surged more than 55,000 per cent in the 20 months

Calm after the storm: Equity market sees fewer wild swings in H2CY25

30 big swings in H1, just 3 in the second half

Inflation data, trading moves, global trends to drive markets: Analysts

WPI inflation data, trading activity of foreign investors and global cues would dictate trends in the stock market this week, analysts said. Besides this, movement of rupee against the US dollar and crude oil would also be tracked by investors, they noted. Markets remained volatile and ended the last week in negative territory. Last week, the BSE benchmark index declined by 444.71 points, or 0.51 per cent. "This week features an active domestic data calendar, with the release of India's Wholesale Price Index (WPI) inflation and trade balance figures. Developments related to India-US trade discussions will remain in focus, while globally, the performance and macro cues from US markets are expected to influence near-term sentiment," Ajit Mishra -- SVP, Research, Religare Broking Ltd, said. Foreign investors pulled out Rs 17,955 crore (USD 2 billion) from Indian equities in the first two weeks of this month, taking the total outflow to Rs 1.6 lakh crore (USD 18.4 billion) in ...

Sensex rebounds 756 pts from day's low: 4 reasons for market recovery today

At 12:53 PM, on BSE, Kotak Mahindra Bank, Eternal (Zomato), Maruti Suzuki and Tata Steel were among the top gainers, while Bharti Airtel, Asian Paints, Titan and ICICI Bank were the only laggards

Sebi launches return verification agency to curb misselling in investments

Genome Valley-based ATGC Biotech and Israel's Luxembourg Industries have formed Semiophore, a 50:50 JV, to commercialise 18 pheromone and semiochemical crop solutions globally