Mumbai: India’s key equity indices dropped nearly 1% on Friday, logging their sixth consecutive week of losses-the longest such streak in five years-as anxiety over the economic fallout of US President Donald Trump’s tariff blitz on the country kept the markets on the edge. Analysts do not see the bear grip easing soon with technical […]
Nasdaq posts record closing high with tech gains, rate cut optimism
U.S. stocks ended higher and the Nasdaq notched a record closing high for the second straight day on Friday as technology-related shares, including Apple, gained and as investors were optimistic about potential interest rate cuts. The three major indexes also registered solid gains for the week. Apple shares climbed 4.2% on Friday and were up […]
Wall Street Week Ahead: Inflation data to test stocks as some investors brace for rally to pause
A fresh look at inflation trends will test the U.S. stock market’s rally in the coming week, with some investors saying equities are primed for a potential pullback after rocketing to records. The benchmark S&P 500 ended on Friday up more than 8% on the year and on the cusp of all-time high levels, while […]
J.P.Morgan brings forward Fed rate cut forecast to September
J.P.Morgan now expects the U.S. Federal Reserve to cut interest rates by 25 basis points at its September meeting, citing signs of weakness in the labor market and uncertainty around President Donald Trump’s latest Fed nomination. The brokerage had earlier forecast one 25-basis-point rate cut in December but said in a note on Thursday that […]
5 world market themes for the week ahead
Geopolitics is high on the agenda, with a potential meeting between the U.S. and Russian presidents, trade deadlines and talks, and markets bracing for United States’ inflation data and rates decisions in Australia and Norway. 1. FACE TIME Shuttle diplomacy is in full swing with U.S. President Donald Trump set to meet Russia’s Vladimir Putin […]
HDFC Bank, ICICI Bank poised for strong FY27 earnings, Says Motilal Oswal’s Khemka
India’s banking industry is at an inflection point, with public sector banks (PSBs) reversing a decade-long decline in market share, even as overall credit expansion moderates. After a strong 15.6% CAGR in FY22–24, system loan growth eased to 9.8% YoY in July 2025, weighed down by tighter liquidity, regulatory restrictions on unsecured lending, and subdued […]
Paytm, Trent among top 6 stocks added, removed in Motilal Oswal’s latest portfolio update. Check details – Portfolio Churn
Motilal Oswal’s MOSt Signature model portfolio continues to follow a high-conviction approach, investing in 20 carefully selected stocks—each with a 5% allocation. The idea is to strike the right balance between maximizing upside and managing risk. The portfolio is reviewed and rebalanced every month to adapt to changing macro trends and earnings updates, with the […]
From fall to flight: 7 smallcap stocks stage a strong comeback in 2025
Strong Comeback Within the smallcap space, a number of stocks that suffered sharp declines of over 25% in 2024 have made a strong comeback in 2025. Seven of these have already posted gains exceeding 25% this year, marking a notable reversal in performance. This rebound reflects not only a broader recovery in market sentiment but […]
NSDL pre-IPO investors finally make money as stock up 62% in 3 days
Shares of National Securities Depository Ltd (NSDL) have delivered a long-awaited payday for its pre-IPO investors, jumping 62.5% over just three sessions from the IPO price of Rs 800 and eclipsing even the stock’s unlisted market peak. The stock soared as much as 19.5% on Friday to an intraday high of Rs 1,342.60 on the […]
ICICI Bank, HPCL among 90 stocks with record dates for dividends, splits, bonus next week – Corporate actions this week
Dividends: Action Construction Equipment – Rs 2 per share (Final, 100%) Alkali Metals – Rs 0.5 per share (Final, 5%) Amal Ltd. – Rs 1 per share (Final, 10%) Anuh Pharma Ltd. – Rs 1.5 per share (Final, 30%) Astral Ltd. – Rs 2.25 per share (Final, 225%) Bandhan Bank – Rs 1.5 per share […]