Latest Stock Market News

European shares were little changed in early trade on Monday, with investors on the watch for Ukraine and European leaders meeting with U.S. President Donald Trump, following a Russia-U.S. summit that ended without an immediate agreement.

Japan s Nikkei share average extended its gains from last week to end at a record high on Monday, as a weaker yen pushed automakers stocks higher.

Market expert Sunil Subramaniam highlights three red flags: low inflation impacting the rural economy and nominal GDP, savings not converting into consumption affecting company earnings, and a significant RBI rate cut signaling growth concerns. He also discusses S&P s upgrade of India s rating, viewing it as a positive sign of fiscal and monetary policy management.

A potential GST cut could inject $13 billion into consumption, but Bernstein s Venugopal Garre cautions it may hinder government capital expenditure, particularly in transportation. While consumer demand might see a temporary surge, private sector investment is unlikely to follow suit, keeping Nifty earnings growth moderate.

Gold fell below Rs 1 lakh, trading at Rs 99,860 per 10 grams on MCX, as analysts cited easing global tensions, dovish Fed cues, and US-Ukraine talks, predicting further downside toward $3,300 (around Rs 97,500) with resistance near $3,445 (around Rs 1,00,500).

Goldman Sachs opened a new, larger office in Mumbai’s Worli, marking its long-term commitment to India. The facility emphasizes innovation, collaboration, and growth as the bank strengthens its presence in the world’s fourth-largest economy.

Mutual funds poured Rs 47,000 crore into 41 stocks in July 2025, with 11 top picks delivering 25–86% returns in FY26 so far.

Cement stocks surged in FY26, led by Nuvoco Vistas, JK Cement, and Star Cement, amid GST cut hopes. Strong Q1 FY26 profits highlighted sector resilience, efficiency gains, and investor confidence despite muted performance from large-cap peers.

Peter McGuire expects crude prices to soften through 2025, with WTI slipping into the $50s and Brent below $60, aided by higher US production and OPEC+ dynamics. Lower oil costs may ease inflation and support consumers, while potential Fed rate cuts could further fuel Wall Street’s rally into year-end.