Latest Stock Market News

Milind Karmarkar sees Trent as a long-term compounder, has exited Titan over diamond disruption risks, views DMart as a steady value play, and stays invested in Zomato’s metro-driven quick commerce growth, while cautioning on profitability of Swiggy and Eternal.

IndiGo share price: DGCA has granted IndiGo a six-month extension to operate two leased Boeing 777 jets from Turkish Airlines under a damp lease, valid until February 28, 2026 . The regulator asked the airline to explore dry-lease alternatives and clarified that no further extensions will be granted.

The US government, under the Trump administration, has begun publishing GDP data on public blockchains, signaling a significant endorsement of the crypto industry. This initiative, spearheaded by Commerce Secretary Howard Lutnick, aims to enhance data accessibility and transparency.

Reliance Industries AGM 2025: Reliance Industries’ AGMs have disappointed investors for four straight years, with shares slipping each time. Despite past hype around value-unlocking announcements, the 2024 meeting too failed to impress. Ahead of today’s AGM, expectations are muted, with brokerages suggesting this could finally leave room for a positive surprise if Mukesh Ambani delivers on growth cues across Jio, Retail, and New Energy.

Rahul Jain from Alt highlights the rise of REITs and InvITs as mainstream assets for Indian HNIs, boasting a near ₹4 trillion market cap. These listed real assets offer a blend of stable income, liquidity, and diversification, poised for significant growth due to regulatory reforms and increasing retail participation. An inflection point has been reached, mirroring global trends.

Indian equities are experiencing a shift as FIIs reallocate capital from large-caps to small and mid-cap stocks, driven by confidence in India s domestic growth story. Experts suggest focusing on consumption, financial services, and infrastructure sectors amid GST reforms and trade talks.

Kotak Mutual Fund s Mandar Pawar anticipates domestic themes like consumption, autos, and cement to fuel market growth. He expects earnings momentum to strengthen in H2FY26, driven by improving rural demand, festive tailwinds, and rising construction, despite global trade uncertainties. Pawar favors consumer discretionary, autos, and cement sectors, while also highlighting potential in specialty chemicals and energy transmission.

Marzban Irani of LIC Mutual Fund advises fixed income investors to adjust their expectations. Double-digit returns are unlikely. He suggests focusing on accrual-driven strategies for stability. PSU bonds in the short-term offer good value. Global factors and index inclusions are positive for the Indian debt market. Investors should stay invested and embrace fixed income s role in providing portfolio stability.

Infosys has partnered with Mastercard to streamline cross-border payments, enabling faster, more secure onboarding for banks and boosting efficiency in payment integration.

Federal Reserve Governor Christopher Waller urged the central bank to lower its key interest rate at the upcoming meeting, echoing President Trump s calls for monetary easing. Waller, a potential successor to Chairman Powell, advocated for a 25-basis-point cut to prevent labor market deterioration and achieve the two percent inflation target.