Latest Stock Market News

We have collated a list of recommendations from top brokerage firms from ETNow and other sources.

Indian stock markets saw a slight increase at the start of the week. This follows a six-week period of losses. SBI shares rose after strong quarterly results. Voltas stock declined due to lower-than-expected profits. Concerns remain about potential tariffs from the United States. Investors are watching a meeting between the U.S. and Russian presidents for possible resolutions.

The BSE Sensex has delivered remarkable returns, growing from a base of 100 in 1979 to 80,000 in 2025, effectively doubling investors money every five years. Despite market crashes, including a significant drop in March 2020, the Sensex has consistently rebounded, creating substantial wealth for investors. Experts predict continued growth, with projections reaching 1.

Defence stocks may gain attention on Monday after India’s defence production hit a record ₹1.5 lakh crore in FY25, up 18% from last year and 90% since FY20. Defence Minister Rajnath Singh credited the milestone to joint efforts across public and private sectors, highlighting India s growing defence industrial base.

Foreign institutional investors (FIIs) are actively increasing their investments in seven smallcap stocks. These stocks have already delivered significant returns in 2025. Force Motors and SML Isuzu are among the top picks. FIIs are also raising stakes in Mangalore Chemicals, Camlin Fine Sciences, Gabriel India, Suven Life Sciences, and Axiscades Technologies.

There’s a striking divergence in the stock market between human traders and computer-driven investors. Computer-guided traders are currently more bullish than human counterparts, a gap not seen since early 2020. This difference stems from their approaches—quants rely on momentum and volatility signals, while discretionary managers focus on economic and earnings trends, leading to contrasting market views.

Dhananjay Sinha of Systematix Group notes US tariffs impact on pharma. A correction is seen in US-exposed companies. Tariff investigation outcome is expected soon. Companies might shift tariff costs to product prices. Analysts are watching Sun Pharma, Orchid, Ajanta, and Cipla. SBI numbers show margin pressure and flat net interest income. Asset quality looks okay.

PG Electroplast shares plummeted after Nuvama downgraded its target price due to weak Q1 results and reduced FY26 guidance. The company cited a challenging start to the year, soft demand, and excess inventory. Technical analysts suggest avoiding bottom-fishing, with further downside likely after the stock broke down from its consolidation phase.

Inditrade Capital s Group Chairman, Sudip Bandyopadhyay, favors life insurance, particularly LIC, citing its strong quarterly results and long-term potential. While cautious about health insurance due to market uncertainties, he highlights domestic-focused pharma like Mankind Pharma and hospital chains like Apollo Hospitals as promising investments, while advising caution on diagnostic companies due to intense competition.