Latest Stock Market News

Vikas Khemani expects a broad-based market rally, with financials, pharma, and manufacturing leading the charge. He sees large-caps offering stability while mid- and small-caps could outperform once sentiment improves, noting that short-covering and renewed buying may follow if tariff issues ease in the coming months.

Anlon Healthcare shares had a muted debut, listing slightly above its IPO price after a nearly 7x subscription. The company plans to use the Rs 121 crore raised for expansion and debt reduction. Despite a limited operating history and regulatory risks, Anlon s strong financial growth, expanding product portfolio, and regulatory approvals make it a compelling long-term investment.

US IPOs are regaining momentum as tariff concerns ease and markets hover near record highs. Big names across tech, finance, and consumer sectors are preparing listings in a crucial fall window, with analysts expecting strong demand and a broader rebound into 2026.

Indus Towers shares fell 5% to a 52-week low after the board approved a strategic international expansion into Nigeria, Uganda, and Zambia. While the move aligns with the government’s push for global growth, investors appeared cautious due to risks like regulatory hurdles, geopolitical instability, and cost pressures. The plan leverages Indus’s ties with Bharti Airtel in African markets.

TBO Tek shares jumped 11.61% to Rs 1,541.30 on NSE after announcing the acquisition of US-based Classic Vacations for up to $125 million. This strategic move will boost TBO Tek’s global footprint in the luxury travel market, combining advanced technology with Classic Vacations’ established luxury travel network and five decades of industry experience.

ITC shares have delivered no returns in two years amid GST, BAT stake sale, and Marlboro concerns. Jefferies expects revenue-neutral GST changes, which could ease investor worries and support steady cigarette industry growth.

Gold hit a record Rs 1,06,199/10 gm on MCX on Wednesday, gaining Rs 407 amid safe-haven demand and global uncertainties, while silver traded flat at Rs 1,24,476/kg. Internationally, gold neared $3,600/oz as silver eased on mild profit-taking.

Amanta Healthcare’s Rs 126 crore IPO was subscribed 23.04 times, driven by NIIs and RIIs. Trading at an 8% GMP, the stock may list around Rs 136. The company’s sterile liquid pharmaceuticals focus and global certifications position it for strong growth.

Gold has surged to record highs, driven by central bank buying, investment inflows, and geopolitical uncertainty. While jewellery demand is weakening, ETFs and physical investment remain strong. Analysts say central banks and global investors will determine if the rally sustains into 2025–26.

As the GST Council convenes, investors anticipate announcements that could influence market sentiment. Expert Varun Goel predicts FY26 as a potential turning point for India s GDP growth, fueled by monetary easing and tax cuts, benefiting consumption and capex. Corporate earnings are expected to rise significantly, particularly in auto, consumer durables, and staples sectors.