Indian stock markets extended their gains for a third consecutive day, with the Sensex climbing 753 points and the Nifty closing above 24,550, driven by a drop in crude oil prices and optimism surrounding potential peace talks between Iran and the US.
Indian hotel companies are experiencing a sharp correction in share prices due to the Iran war and broader geopolitical tensions, leading analysts to cut operating profit expectations and valuations, despite structurally positive medium-term prospects.
Fintech and enterprise technology firm Paramotor Digital Technology Ltd has confidentially filed draft papers with markets regulator Sebi for an initial public offering (IPO). The company submitted its draft papers under Sebi's pre-filing route, which allows issuers to keep details related to the issue size and other key information confidential until a later stage.
India's aviation sector is facing fresh turbulence, with rising fuel costs, the Ministry of Civil Aviation's free-seat directive, and geopolitical disruptions in West Asia clouding near-term earnings visibility.
Maruti Suzuki India's shares gained over 2.5 per cent after a strong March-quarter performance, with analysts maintaining a positive medium-term outlook driven by buoyant domestic market volumes, capacity expansion, and export growth, despite anticipated near-term margin pressures from higher commodity prices and startup costs.
A couple in Indore was found dead in their home, with police investigating the possibility of a murder-suicide linked to financial difficulties.
Trade deals ease risks for Indian equities, but weak demand and stretched valuations raise questions over whether optimism -- especially in smallcaps -- can turn into a sustained bull run, points out Debashis Basu.
Indian equity benchmarks Sensex and Nifty surged nearly 1 per cent, driven by strong earnings reports from FMCG and auto sectors, alongside a rally in Asian markets and signs of de-escalation in geopolitical tensions.
Analysts predict that the ongoing US-Iran conflict, fluctuations in crude oil prices, and foreign institutional investor (FII) flows will be the primary factors influencing Dalal Street this week, with inflation concerns adding to investor anxiety.
Indian benchmark indices Sensex and Nifty closed lower in a volatile session due to profit-taking in banking and financial shares, despite earlier gains driven by easing geopolitical tensions. Analysts suggest investors remain cautious and are not aggressively chasing the recent rally.
Despite geopolitical tensions and FII outflows, Indian small and midcap stocks have not only recovered losses but are also outperforming largecap indices, driven by attractive valuations, domestic institutional support, and a rebound in earnings.
Foreign Portfolio Investors (FPIs) have withdrawn Rs 14,231 crore from Indian equities so far in May, extending the total outflow for 2026 to over Rs 2 lakh crore, driven by persistent global macroeconomic uncertainties including inflation, interest rates, and geopolitical risks.
From the 30 blue-chip stocks, Titan, Asian Paints, Nestle, Tech Mahindra, Reliance Industries, Zomato, Larsen & Toubro and Bajaj Finserv were among the laggards. Adani Ports, Mahindra & Mahindra, Maruti, Sun Pharma, Bharti Airtel and Tata Motors were among the gainers.
India's top 16 IT services companies distributed a record 1.3 trillion to shareholders in FY26 through dividends and share buybacks, a 36.3 per cent increase from FY25, even as the industry grappled with AI-driven business model threats and a significant decline in market capitalisation.
Investors can begin investing in mutual funds with as little as Rs 100.
A fall in the Nifty 50 to around 19,000 is not impossible, but that would likely require nuclear options to be exercised.
A delegation of Indian startup founders and leaders visited the UK to explore collaborations in artificial intelligence and technology, aiming to strengthen the India-UK innovation corridor.
India's gross savings rate is projected to be nearly 47 basis points higher in FY25 than previously estimated, following the Securities and Exchange Board of India's (Sebi) revision of the methodology for calculating household savings routed through the securities market.
Public sector banks in India are increasing their IT spending to bolster cybersecurity measures in response to concerns about Anthropic's Claude Mythos AI tool and its potential to exploit vulnerabilities in financial systems.
'The day that the market realises that they've overspent (on AI) and there's a sudden collapse in the capex, then India can start outperforming again.'
Benchmark indices tumbled about 2 per cent on Friday, capping one of the most turbulent weeks for domestic equities as investors fretted that the West Asian conflict could drag on for weeks or even months.
'In India's case, an extended earnings slowdown accompanied by rich valuations have dimmed returns since late 2024.'
India has no plans to ration fuel supplies despite ongoing disruptions in global energy markets, according to a top oil ministry official. The country has maintained adequate inventories of crude products and LPG while diversifying imports to manage supply risks.
The economic fallout of the West Asia crisis, the prevailing security situation in the Indo-Pacific and ways to boost cooperation in critical minerals and technology are expected to top the agenda at a crucial meeting of the Quad foreign ministers on Tuesday.
Delhi Police have registered multiple FIRs and seized hundreds of LPG cylinders in a crackdown on illegal storage, refilling, and black marketing operations amid concerns of potential supply shortages.
The Indian rupee depreciated significantly against the US dollar, reaching a new all-time low due to rising oil prices, a strong dollar, and ongoing geopolitical concerns. Domestic equity market declines and foreign investment outflows further contributed to the rupee's weakness.
TVS Motor Company is strategically positioned for sustained outperformance in the domestic two-wheeler industry, propelled by increasing market share in scooters, premium motorcycles, electric vehicles (EVs), and robust export growth, according to analysts.
Delhi Police have arrested three individuals from Gujarat, Rajasthan, and Madhya Pradesh for allegedly providing mule bank accounts used to route over Rs 1.22 crore in proceeds from various cyber fraud schemes.
Indian companies are increasingly turning to share buybacks as a preferred payout strategy, driven by recent tax framework changes that make them more tax-efficient for non-promoter shareholders and a fall in stock prices.
Indian stock market indices Sensex and Nifty experienced a significant drop in early trade, reversing a three-day rally. The decline was triggered by a sharp increase in crude oil prices, weak global market trends, and continuous outflows of foreign funds.
Equity benchmark indices Sensex and Nifty experienced a significant decline, primarily driven by a selloff in IT stocks due to concerns about AI disruption and renewed worries over global trade.
Companies are already diversifying sourcing, raising prices, and reworking operating models as the disruption drags on.
There are vexing questions around the disconnect between Nifty returns and portfolio returns, between economic growth and earnings growth, and finally, between earnings growth and market returns, points out Debashis Basu.
Indian equity markets closed higher, driven by gains in PSU bank, auto, and financial stocks, following the US Supreme Court's decision on tariffs. Sensex climbed 479.95 points to 83,294.66, and Nifty advanced 141.75 points to 25,713.
India's wheat and rice reserves in Food Corporation of India (FCI) godowns have surged to 604.02 lakh tonnes as of April 1, nearly three times the mandatory buffer requirement, according to official data.
A 75-year-old doctor in Pune was defrauded of 12.31 crore in an online share trading scam after being coerced into making multiple investments by fraudsters.
'You set up your SIPs and you do not touch them. Not during COVID, not during a war scare, not when your neighbour tells you the market is finished. You let the noise pass over you.' 'The beauty of this approach is that it does not require courage or conviction in the moment. It just requires inertia -- keep the SIP running and do not look at your portfolio too often.'
Domestic Institutional Investors (DIIs) have significantly increased their holdings in Nifty 500 companies, reaching a record 20.9 per cent by the end of March, while Foreign Portfolio Investors (FPIs) reduced their ownership to an all-time low of 17.1 per cent, according to Motilal Oswal Financial Services.
From the Sensex basket, JSW Steel, Tata Steel, UltraTech Cement, NTPC, Larsen & Toubro and HDFC Bank were the major gainers. Titan, Nestle, Bharti Airtel and IndusInd Bank were among the laggards.
Major US technology companies, Meta and LinkedIn, are undergoing significant workforce restructuring, with Meta planning to lay off 8,000 employees while shifting 7,000 into AI-focused roles, and LinkedIn cutting over 600 jobs across various departments.
