Market News

GMR Airports, Bajaj Consumer Care Picked as Friday Buys

Analysts have recommended GMR Airports and Bajaj Consumer Care for Friday trading, citing technical strength and favorable retracement levels. GMR Airports has a price target of Rs 112 with a stop-loss at Rs 98, while Bajaj Consumer Care targets Rs 540 with a stop-loss at Rs 480.

88% of Indian retail F&O traders lost Rs 91,685 crore in FY26

According to reports, 88% of retail investors in India's equity derivatives market incurred losses totaling Rs 91,685 crore during FY26, with options trading accounting for the majority of aggregate net losses despite stricter regulatory measures by market authorities. The data indicates a significant decline in both active traders and new market entrants, with smaller investors experiencing disproportionately heavier losses than their larger counterparts.

HDFC Bank raises record $1.75 billion in overseas bond sale

HDFC Bank completed a record $1.75 billion debt capital markets raise through three- and five-year dollar bonds, marking the largest such issuance by an Indian financial institution. The offering attracted over $7 billion in investor bids, enabling favorable pricing and supporting the bank's FCNR(B) deposit funding objectives.

Crypto Shares Rally After Trump Pushes for Digital Asset Clarity Act

Cryptocurrency stocks surged following President Trump's call to Congress for a refined Clarity Act that would classify digital assets as either securities or commodities. The legislation aims to establish clearer regulatory frameworks, with major cryptocurrencies and crypto exchange platforms responding positively to the announcement.

smallcase Technologies Rebrands as CASE Platforms; Zerodha Partnership Renamed

Fintech firm smallcase Technologies has unveiled CASE Platforms as its new corporate identity to unify its investment products and platform businesses. The mutual fund joint venture with Zerodha will now operate as Zerodha CASE Mutual Fund.

Walmart shares fall 8% despite strong Q2 results

Walmart's stock declined 8% following second-quarter earnings that showed revenue growth of 5.9% and e-commerce sales surge of 23%, though operating income rose 28.8%. Investor concerns centered on the company's reliance on tariff refunds and a 6.7% increase in global inventory levels, signaling potential underlying weakness.

Oil Climbs to 3-Week High on Iran Tensions, Supply Worries

Oil prices rose to three-week highs as geopolitical tensions and uncertainty surrounding Iran conflict escalated concerns about potential Strait of Hormuz disruptions. Brent crude gained 2.39% to $93.81 per barrel while WTI climbed 2.89%, marking the fifth consecutive session of gains for both benchmarks.

Financial Services Stocks Surge to 52-Week Highs on BSE

Six stocks from India's BSE Financial Services Index reached fresh 52-week highs as the Sensex gained 628 points, with Tourism Finance Corporation leading the rally through a 59% monthly surge. The broader strength in financial services stocks reflects renewed investor interest in the sector during a period of market strength.

US stocks open lower as bond yields climb, Walmart misses

Major US stock indexes declined at the open Thursday as rising government bond yields pressured investor sentiment, with the Dow Jones falling 81.8 points and retail giant Walmart reporting a rare sales miss. The weakness across equities reflects broader concerns about elevated interest rates and consumer spending momentum.

SEBI Streamlines FPI Onboarding with Digital Power of Attorney

India's Securities and Exchange Board (SEBI) has permitted Foreign Portfolio Investors to submit digitally signed Power of Attorney documents compliant with the Information Technology Act, 2000, eliminating notarisation and apostillisation requirements. The move aims to reduce bureaucratic friction and accelerate FPI account setup processes.

US Dollar Hits 3-Month Low as Treasury Bond Buybacks Ease Volatility

The U.S. dollar weakened to near three-month lows following Treasury bond buyback announcements that helped calm market jitters and pulled long-term yields back from nineteen-year highs. Federal Reserve meeting minutes underscored policymaker concerns about persistent inflation, while investors look ahead to the Jackson Hole Symposium for clarity on future monetary policy direction.

India Bond Yield Curve Flattens Amid RBI Rate Uncertainty

Indian bond yields are flattening as the Reserve Bank of India's potential interest rate increases push shorter-term yields higher, while strong institutional demand supports longer-term government securities amid lower state debt issuance. The divergence reflects market uncertainty over central bank policy direction and shifting investor preferences for duration.

India bond investors flee after RBI signals hawkish stance

The Reserve Bank of India's recent policy minutes signaled a hawkish tone, prompting investors to dump domestic bonds amid concerns of potential interest rate hikes. Rising oil prices compounded the selling pressure as policymakers indicated readiness to tighten monetary policy if inflation pressures intensify.

Sebi Eases FPI Onboarding With Digital Power of Attorney

India's Securities and Exchange Board (Sebi) has streamlined foreign portfolio investor onboarding by allowing digitally signed power of attorney documents, eliminating notarization and consularization requirements. The regulatory change, effective August 20, 2026, is intended to simplify procedures for overseas investors and support Sebi's digital transformation agenda.

US Futures Subdued as Bond Yields Rebound; Walmart Slides Post-Results

US stock futures traded with muted momentum as bond yields climbed, while Walmart shares declined following the release of its latest financial results. The movements reflect ongoing sensitivity to interest rate expectations and corporate earnings performance in the current market environment.

Adani Enterprises Targets Nifty 50 Index Inclusion in Recovery Push

Adani Enterprises is positioning itself for potential inclusion in India's Nifty 50 index as part of what reports describe as a significant comeback for the Adani group. The development signals renewed market confidence in the conglomerate following earlier challenges.

Indian equities snap losing streak as Nifty gains, Sensex rises 628 points

Indian stock markets rebounded on Thursday, with the Nifty index gaining 0.64% and the Sensex surging 628 points, ending a seven-session losing streak amid easing global bond yields. Market breadth improved while analysts flagged 24,100-24,000 as key support levels and 24,300 as immediate resistance for the Nifty.

T. Rowe Price Emphasizes Diversification for Long-Term Growth Stock Selection

T. Rowe Price has highlighted broad diversification as the primary principle for selecting growth stocks in long-term investment portfolios. The investment firm stressed that spreading exposure across multiple sectors reduces risk since no investor can reliably predict which industries or companies will outperform over five to ten year horizons.

Jefferies Favours Two-Wheeler Stocks Over Four-Wheeler Makers

Jefferies has shifted its preference toward two-wheeler stocks over passenger vehicle manufacturers, citing stronger volume growth and resilient margins in the two-wheeler segment. The brokerage has downgraded major four-wheeler makers including Tata Motors Passenger Vehicles and Hyundai Motor India due to rising competition and weaker earnings outlooks.

Rupee Holds Narrow Range as RBI Maintains Stability Support

The Indian rupee traded within a confined range on Thursday, supported by Reserve Bank of India interventions that limited global market influences. Speculative positioning remains cautious with traders watching for depreciation signals, while elevated oil prices and potential inflation concerns could prompt future rate adjustments.