Ahead of Market: 10 Things that Will Decide Stock Market Action on Monday
Indian equity benchmarks edged higher on Friday, with the Nifty closing at 23,719.30 points, just shy of the 23,800 resistance level, while the Sensex rose to 75,415.35. Technical analysts note a flat RSI and a range‑bound pattern, flagging support at 23,600 and a potential correction if the index slips below 23,400. Global cues were positive: US major indices gained as Treasury yields eased, and most European markets closed higher. The day’s trading saw Paytm (One97) dominate turnover at roughly ₹996 cr (~$12 m) and 126 stocks reach 52‑week highs.
Knowledge Realty Trust to Invest Rs 700 Cr to Build 1.4 Mn Sq Ft Office Space in Bengaluru
Knowledge Realty Trust (KRT) announced a three‑year, roughly $84 million investment to develop 1.4 million sq ft of new office space in Bengaluru. The REIT, backed by Sattva Group and Blackstone, now manages 46.5 million sq ft across six cities with 92 % occupancy and a portfolio described...
IPO Calendar: 3 Companies Set to Launch Public Offers This Week; Check Details
India’s SME market is gearing up for a busy week as three jewelers and a fashion maker launch public offers. Yaashvi Jewellers aims to raise about ₹44 crore (~$5.3 million) at ₹83 per share, SMR Jewels targets ₹67 crore (~$8.1 million) with a fresh...
Patience Over Panic: Jeremy Grantham’s Investment Mantra for Modern Investors
Jeremy Grantham warns that disciplined, patient investing beats hype‑driven trading in today’s volatile markets. He highlights that AI‑linked stocks and select Indian small‑caps are trading at stretched valuations, echoing past bubbles he identified. Grantham stresses buying cheap, avoiding leverage, and...
Nifty Stays Range-Bound as Resistance Near 23,800 Caps Upside Move
The Nifty 50 traded within a 542‑point range this week, testing a high of 23,859.90 before slipping to 23,317.10. Volatility eased as the India VIX fell 4.68% to 17.91, and the index closed with a modest 0.32% gain. Technical resistance...
US Stocks Today: Dow Soars 600 Pts, Nasdaq 1.5% as Chip Stocks Rally Eyeing Nvidia Results, Iran Peace Deal Hopes
Wall Street rebounded on Wednesday as the Dow jumped 600 points and the Nasdaq rose 1.5%, driven by a surge in chip and AI‑related stocks ahead of Nvidia’s earnings. The S&P 500 added 1.08% to close at 7,432.67, while the Philadelphia...
One-Year Forward Rupee Rate Breaches 100 per US Dollar Mark
The Indian rupee’s one‑year forward contract broke the psychologically important 100‑rupee per dollar barrier, coinciding with a spot market low of Rs 96.96. The currency has slid about 7.7% this calendar year and roughly 13% year‑on‑year, driven by higher crude‑oil prices...
Commodity Radar: Aluminium Rally Gathers Pace as Middle East Tensions Squeeze Supplies. Is 45% One-Year Rally Sustainable?
Aluminium prices have surged amid heightened Middle East tensions that have choked Persian Gulf shipping routes. On May 19, MCX futures rose 0.4% to Rs 382.85 per kg (about $4.60), while the LME posted a 2.2% monthly gain, pushing the one‑year rally...
India-UAE Energy Push Offers Relief, but Global Risks Still Loom: Arnab Das
Prime Minister Narendra Modi’s recent visit to the United Arab Emirates resulted in agreements on strategic petroleum reserves and long‑term LNG supplies, offering India short‑term relief from soaring energy costs and balance‑of‑payments pressure. Global‑market strategist Arnab Das cautioned that the...
Silver Prices Tumble Rs 35,000/Kg in Just 4 Days. Should Investors Buy This Dip?
India’s central government raised the import duty on gold and silver to 15% from 9%, sending MCX silver futures down ₹35,300 (about $425) in four trading sessions to ₹2.66 lakh per kilogram (≈ $3,200). The metal, which peaked at a record ₹4.39 lakh...
Kaynes Technology Shares Tumble 25% in 3 Days After Weak Q4; Elara Cuts Rating to ‘Accumulate’
Kaynes Technology India Ltd saw its shares tumble roughly 25% over three trading sessions after the company posted a weaker‑than‑expected fourth‑quarter. Net profit slipped 22% year‑on‑year to Rs 91 crore, about $11 million, while revenue climbed 26% to Rs 1,243 crore (~$150 million). The decline prompted...
Should Petrol, Diesel Prices Go up by Rs 25 per Litre? Oil Companies Are Staring at Rs 1,380 Crore Daily...
Indian oil‑marketing companies (IOCL, BPCL, HPCL) are losing roughly Rs 1,380 crore ($166 million) each day after a modest Rs 3 per litre price hike, still facing a Rs 25 per litre under‑recovery on blended fuels. Nomura estimates integrated margins are now negative – $19...
Nifty's 23,600 Line in the Sand: Why Missing This Level Could Pull the Index to 22,800
Geojit strategist Anand James flags the 23,600 level as a decisive pivot for the Nifty after a sharp profit‑booking rally. The index slipped more than 2% to find support near 23,260, and a break below 23,600 could open a path...
Sebi, CBDT Ease PAN Rules for Foreign Investors After Onboarding Concerns
India’s securities regulator SEBI and the Central Board of Direct Taxes have relaxed several PAN‑related compliance requirements for foreign portfolio investors (FPIs). The changes follow stakeholder feedback on the Income‑tax Rules 2026, which introduced extra mandatory fields that proved difficult to...
Mahanadi Coalfields Gets Govt Nod for IPO; Coal India to Dilute up to 25% Stake
The Indian government has cleared the proposal to list Mahanadi Coalfields Limited (MCL) via an IPO, allowing Coal India Limited (CIL) to dilute up to 25% of its stake. The approval enables CIL to sell shares through an offer‑for‑sale and...
Sebi Expands Permitted Use of Borrowings for Highly Leveraged InvITs
The Securities and Exchange Board of India (Sebi) has broadened the permissible use of fresh borrowings for Infrastructure Investment Trusts (InvITs) whose net debt exceeds 49% of asset value. The regulator now allows such borrowings to fund capital expenditures, capacity...
Fed's Collins Says Rate Hikes May Be Needed to Quell Inflation
Boston Fed President Susan Collins warned that the Federal Reserve may need to raise rates if inflation does not ease, though she sees that outcome as unlikely. She linked the inflation outlook to the duration of the Middle East conflict,...
Ahead of Market: 10 Things that Will Decide Stock Market Action on Thursday
India’s equity benchmarks halted a four‑day slide on Wednesday, with the Nifty nudging up 0.14% to 23,412.60 and the Sensex gaining 0.07% to 74,608.98. Gains were led by metal, energy and consumer stocks, while the India VIX slipped 3.9% to...
Gold Rises with US–China Talks, MidEast Conflict in Focus
Gold prices edged higher on Tuesday, with spot gold reaching $4,757.59 an ounce and U.S. June futures climbing to $4,768.20. The rally was sparked by heightened attention on the upcoming U.S.–China summit and renewed tensions in the Middle East, which...
Bears Tighten Grip on D-Street as GIFT Nifty Points to Weak Opening
Indian equities slipped about 1.5% on Monday as the failure of U.S.-Iran peace talks rattled global sentiment. Foreign portfolio investors net bought roughly ₹8,437 crore (≈$1 bn) while domestic institutional investors added about ₹5,939 crore (≈$715 m). The India VIX surged 10% to 18.5,...
Oil Prices Rise as Fragile US-Iran Talks Sustain Supply Worries
Oil prices nudged higher in early Asian trade as fragile U.S.-Iran cease‑fire talks kept supply worries alive. Brent crude rose 30 cents to $104.51 a barrel and WTI gained 31 cents to $98.38, after both benchmarks jumped nearly 2.8% the...
Oil Shock Rattles D-Street as Rupee Hits Record Low
India’s equity markets slumped on Monday as Brent crude breached $104 per barrel, pushing the rupee to a record closing low of 95.31 per dollar. The Nifty 50 fell 1.5% to 23,815.85, breaking the 24,000 support, while the Sensex dropped 1.7%...
Investors Place Trust in REITs and InvITs Amid Lacklustre IPOs
Indian REIT and InvIT IPOs attracted strong demand while traditional equity offerings stalled. The Blackstone‑backed Bagmane Prime Office REIT raised about ₹3,405 crore (~US$410 million) and was subscribed 23.71 times; Citius TransNet InvIT raised ₹1,105 crore (~US$133 million) at 11.64 times, with other trusts seeing 2.6‑7.3 times interest....
Bonus Issues, Stock Splits & Dividends: SBI Among 18 Stocks Turning Ex-Date This Week. Do You Own Any?
Eighteen Indian equities will hit ex‑date between May 11‑15, 2026 for dividends, bonus issues or stock splits, requiring shareholders to own the shares on the record date to qualify. State Bank of India announced a ₹17.35 per share dividend (≈$0.21) for...
Sensex to Hit 3 Lakh by 2036? Raamdeo Agrawal Says India Is the 'Ferrari' Among Markets, Here's Why
Raamdeo Agrawal, chairman of Motilal Oswal Financial Services, reiterated his long‑term bullish view on India, likening the market to a Ferrari that can propel the Sensex to 3 lakh by 2036. He highlighted that roughly 20% of NSE 500 companies have delivered...
Buying a Commercial Rental Property for Income vs Investing in REITs
Direct ownership of commercial real estate has long been viewed as a reliable income source in India, but investors are increasingly turning to REITs for greater efficiency. The article contrasts the two approaches, noting that REITs require lower capital, offer...
Mcap of 4 of Top 10 Most Valued Firms Erodes by Rs 1 Lakh Cr; SBI Biggest Laggard
The market capitalisation of four of India’s top‑10 firms shrank by roughly Rs 1 lakh crore (about $12 billion) last week, with State Bank of India bearing the brunt at a Rs 44,722 crore ($540 million) loss. Despite this erosion, the BSE Sensex climbed 414.69 points (0.53%)...
10 Smallcap Stocks Soaring up to 116% in FY27. Do You Own Them?
India's small‑cap segment has outperformed the broader market in FY27, with the BSE 250 SmallCap index up over 23% versus a 7.5% rise in the Sensex. Ten small‑cap stocks led the rally, delivering gains of 54%‑116% since April, highlighted by...
Market Trading Guide: Buy Coforge and NBCC on Monday for Near-Term Gains of up to 7%
The Nifty closed sharply lower, slipping below the 24,200 level and the 50‑day EMA amid heightened US‑Iran tensions and rupee weakness. Technical analysts warn that the index could test the 24,050‑24,000 zone if it stays under 24,200, but a bounce...
Birla Corporation Q4 Results: Cons PAT Jumps 14% Despite Marginal Revenue Uptick; Rs 12.50/share Dividend Announced
Birla Corporation posted a 15% year‑on‑year rise in consolidated net profit to Rs 295 crore (≈ $35.5 million) in Q4 FY26, while revenue ticked up only 0.8% to Rs 2,836 crore (≈ $34.2 million). The board approved a dividend of Rs 12.50 per share (≈ $0.15), payable to over 7.7 million...
Ignore Market Noise, India’s Long-Term Story Intact, Say D-Street Bulls Ramesh Damani and Sunil Singhania
D‑Street veterans Ramesh Damani and Sunil Singhania told investors at the Groww India Investor Festival to ignore short‑term market turbulence and focus on India’s long‑term wealth‑creation story. They highlighted that foreign institutional investors have off‑loaded roughly $24.8 billion of equities in...
FIIs Sell over Rs 2 Lakh Crore Worth of Indian Equities in 2026. What Lies Ahead?
Foreign institutional investors have sold more than Rs 2 lakh crore (about $24 billion) of Indian equities in 2026, marking a third consecutive month of net outflows. The latest daily data showed FIIs dumped Rs 4,110.60 crore ($49 million) on Friday while domestic institutions bought Rs 6,748.13 crore, yet...
Zerodha’s Nithin Kamath Flags ULIP, Endowment Traps; Says Health Policies Remain Complex
Nithin Kamath of Zerodha warned Indian investors that they continue to buy Unit‑Linked Insurance Plans (ULIPs) and traditional endowment policies despite widespread expert criticism. He emphasized that information is now readily available through online comparisons and AI tools, yet sales of...
Bitcoin Holds Near $80,000 After Rejection at $82,500; ETF Outflows Trigger Cautious Sentiment
Bitcoin hovered around $80,000 on Friday after failing to break the $82,500 resistance level, prompting traders to lock in gains. Spot Bitcoin ETFs in the United States logged a net outflow of $268 million, nudging sentiment toward caution. Ethereum rose modestly...
$100 Crude & 95 Rupee: Why Arvind Kothari Is Still Buying These 5 Emerging Themes Despite the War
Arvind Kothari of Niveshaay is doubling down on five emerging themes despite $100 crude and a rupee near 95 per dollar. He argues that geopolitical stress creates structural demand for electrification, energy security, data centres, electronics manufacturing services, and aerospace...
Explained: What Is the New ‘NACHO’ Trade, and How Is It Different From ‘TACO’
Wall Street has shifted its meme‑driven shorthand from “TACO” to “NACHO,” standing for “Not A Chance Hormuz Opens.” The new term emerged in late April as the Strait of Hormuz remains blocked, throttling more than 20% of daily global oil...
Kalyan Jewellers Q4 Results: Cons PAT Soars 118% YoY to Rs 409 Crore; Revenue Jumps 66%
Kalyan Jewellers India posted a net profit of ₹409.5 crore (≈$49 million) in Q4 FY26, a 118% YoY increase. Revenue surged 66% to ₹10,274.9 crore (≈$1.24 billion), while EBITDA rose 84% to ₹735.7 crore, lifting the margin to 7.2%. International operations grew 43% to ₹1,157 crore...
SBI Shares Plunge 7% After Q4 Operating Profit Falls 16% YoY, NIMs Contract 21 Bps
State Bank of India (SBI) reported a 16% YoY drop in Q4 operating profit to ₹27,704 crore (≈$3.3 bn) and a 21‑basis‑point contraction in net interest margin (NIM) to 2.93%, triggering a 7% share decline to ₹1,017.10. Despite the quarter’s weakness, the...
Midcaps Outperform Nifty, Smallcap Stocks in Q4, Deliver 29% Earnings Growth: Motilal Oswal
Mid‑cap companies led India’s Q4 FY26 earnings season, posting a 29% year‑on‑year profit surge that outpaced Motilal Oswal’s 22% forecast and eclipsed large‑cap growth of 14%. The gains were anchored by BFSI, technology, utilities, real estate and oil‑&‑gas sectors, which together...
AI Market Crash Coming Soon? Billionaire Investor Paul Tudor Jones Says the Bulls Have Another Two Years
Wall Street rallied on AMD earnings, pushing AI‑related stocks to fresh highs. Billionaire macro trader Paul Tudor Jones said the AI bull market is 50‑60% complete and could run another one to two years before a steep correction similar to the...
SBI Q4 Results: Standalone Profit Rises 6% YoY to Rs 19,684 Crore, Beats Estimates
State Bank of India (SBI) posted a standalone Q4 net profit of Rs 19,684 crore ($2.37 billion), up 6% YoY and ahead of the consensus estimate of Rs 18,898 crore ($2.28 billion). Net interest income rose 4% to Rs 44,380 crore ($5.35 billion), while operating profit fell 11% to...
Dollar on Defensive as Markets Hope for Best on Middle East
The U.S. dollar slipped as optimism over a de‑escalation between Iran and the United States buoyed oil‑linked currencies. Brent crude edged up 0.8% after analysts warned the Strait of Hormuz could remain closed, while the euro firmed to $1.1757 and...
Market Trading Guide: Buy Anant Taj, RBL Bank, 6 More Stocks on Wednesday for Gains up to 16%
The Economic Times’ market guide flags eight Indian equities for a 2‑3‑week swing trade, offering upside ranging from 5% to 17% despite a bearish Nifty that has lingered below its 50‑day EMA for eight sessions. Analysts cite higher‑low formations on...
NSE Announces Rs 35 per Share Dividend, Includes Rs 10 Special Payout
The National Stock Exchange of India (NSE) declared a final dividend of Rs 35 per share (about $0.42), which includes a one‑time Rs 10 special payout (~$0.12). For Q4 FY26, NSE posted a consolidated net profit of Rs 2,871 crore (~$345 million), up 8% year‑on‑year,...
Poonawalla Fincorp Q4 Results: Profit Jumps 70% QoQ to Rs 255 Crore
Indian non‑bank lender Poonawalla Fincorp posted a Q4 profit after tax of Rs 255 crore (~$31 million), a 70% sequential rise from the December quarter. The company raised Rs 2,500 crore (~$300 million) through a qualified institutional placement, lifting its capital adequacy ratio to an expected...
NSE Q4 Results: Cons PAT Grows 8% YoY to Rs 2,871 Crore, Revenue Jumps 32%; Rs 35 per Share Dividend...
India’s National Stock Exchange (NSE) posted Q4 FY26 consolidated net profit of Rs 2,871 crore (~$346 million), an 8% YoY rise, while revenue surged 32% to Rs 4,968 crore (~$599 million). Sequentially, PAT climbed 19% to Rs 2,409 crore and EBITDA rose 27% to Rs 3,633 crore. The board proposed...
CSB Bank Cautious on Gold Loans, Focuses on Wholesale Business, Says MD Pralay Mondal
CSB Bank, backed by billionaire Prem Watsa, is pulling back on gold‑loan growth after a sharp correction in gold prices and an RBI‑mandated pause on its re‑pledger book, which trimmed its gold‑loan share from over 50% to a lower level. The...
Oil Jumps by 5% After Report of US Warship Being Hit by Missiles
Oil prices surged about 5% on Monday after Iran’s Fars news agency reported that a U.S. warship was hit by missiles in the Strait of Hormuz. Brent futures climbed to $113.69 a barrel and WTI to $107.04, reversing Friday’s losses....
Rupee Sinks to Fresh Closing Low of 95.08 Against USD on NDF Maturities, Firm Crude
The Indian rupee fell to a fresh closing low of 95.0875 per U.S. dollar, its weakest on record, as maturing non‑deliverable forward (NDF) contracts and rising oil prices weighed on the currency. The decline of 0.18% came amid heightened dollar...
Temasek Arm Backs Milky Mist Ahead of IPO as Part of Rs 482 Crore Pre-Listing Round
Indian dairy brand Milky Mist secured roughly $58 million in a pre‑IPO financing led by Jongsong Investments, a Temasek subsidiary. The round comprised a primary infusion of about $43 million via equity and convertible preference shares and a secondary sale raising $15 million...