Latest Stock Market News

Indian companies are increasingly turning to the bond market to finance acquisitions, planning to raise over $2 billion in the coming months. Mutual funds, flush with capital, are driving demand, stepping in where foreign lenders once dominated. This surge in acquisition financing has propelled corporate bond sales to a record high this year, exceeding previous figures by over 15%.

BSE is planning to introduce a pre-open session for index and stock futures in equity derivatives starting December 8, 2025, following Sebi s directives to enhance trading convenience and risk monitoring. The exchange will utilise existing message structures from the equity segment, with testing available from October 6.

Trump’s 50% tariff on Indian goods effectively translates to 33.6% after exemptions, Nomura estimates. While manageable compared to the headline rate, economists warn of GDP slowdown, sectoral pain in textiles, jewellery, and pressure for reforms.

Prashant Jain of 3P Investment Managers sees Indian equities entering reasonable valuations, with largecaps offering better risk-reward. He cautions against overvalued capital goods and new-age consumption, urging diversification and realistic return expectations amid strong macro fundamentals.

Six NSE midcap companies, including Coforge, Muthoot Finance, Hero MotoCorp, and Persistent Systems, reported rising EPS for four consecutive quarters, signaling profitability growth, sound management, and potential for sustained long-term performance.

Indian markets traded lower on Thursday amid ongoing volatility and monthly expiry pressures. Analyst Rahul Sharma flagged Nifty’s 24,600 level as key, noting that selling on rises could continue. Bank Nifty may see short covering if key levels hold.

Aditya Birla Capital s subsidiary, Aditya Birla Capital Digital, has received in-principle authorisation from the Reserve Bank of India to operate as an online payment aggregator. This approval allows the company to strengthen its presence in India s digital payments ecosystem, providing seamless payment aggregation services. The move is expected to enhance Aditya Birla Capital s competitive positioning in the financial services sector.

Adani Share Price: The Competition Commission of India (CCI) has approved Adani Group s acquisition of Jaiprakash Associates Ltd (JAL), a significant step in Adani s infrastructure and real estate expansion. JAL, undergoing insolvency proceedings with substantial creditor claims, possesses extensive assets, including real estate projects, commercial properties, and cement plants. The Committee of Creditors will now review resolution plans.

Indian markets are showing positive economic signs. Inflation is easing and rate cuts are expected. Naveen Kulkarni of Axis Securities PMS suggests smallcaps are undervalued. GST reforms could boost consumption. Sectors like autos, hospitality, and BFSI are in focus. Growth stocks may outperform value stocks. Investors are eyeing opportunities beyond largecaps for better returns in the coming months.

The Indian IT sector is showing signs of recovery. Valuations reflect existing pessimism. Mid-tier companies are focusing on AI and automation. Revenue growth in these areas could lead to a sector rerating. Power, manufacturing, and consumption sectors are expected to drive market growth. Investors should watch for earnings delivery to justify valuations.