Latest Stock Market News

Indian stock markets started Friday on a weak note. This decline followed losses from the previous day. Investor sentiment was affected by U.S. tariffs and continuous selling by foreign investors. The Sensex and Nifty both experienced drops. Certain sectors like IT and finance faced significant selling pressure. Oil and gas stocks, however, showed some gains.

Trading below the 200 DMA is generally seen as a negative signal, indicating that the stock s price is below its long-term trend line.

Despite market resilience, a $4 billion FII outflow signals deeper concerns over Trump s tariffs, impacting Indian exporters in textiles, seafood, and gems & jewellery sectors. Experts warn of potential job losses, RBI rate cuts, and fiscal support measures. Investors are advised to focus on defensive stocks and sectors insulated from US tariffs like banks and telecom.

Swiggy shares have fallen this year due to poor financial results. The company is experiencing losses despite revenue growth. Analysts are observing potential signs of recovery in the stock. Key resistance levels are being monitored. A breakout above Rs 425 could lead to further gains. Investors should watch for a possible uptrend.

Kalyan Jewellers shares plunged 9.4% despite a 31% revenue surge, as India s gross margins dipped due to franchised store growth. Brokerages like Citi and Motilal Oswal remain optimistic, projecting a rally to Rs 700. The company maintains an aggressive expansion plan of 170 stores in FY26, focusing on the FOCO model.

The Reserve Bank of India has granted AU Small Finance Bank a universal banking license, the first in a decade, potentially paving the way for other small finance banks to transition. AU Bank met the RBI s stringent criteria, including minimum net worth, capital adequacy, and asset quality.

The Reserve Bank of India (RBI) mandates banks to settle deceased customers deposit accounts, safe deposit lockers, and safe custody articles within 15 days, effective January 1, 2026. Non-compliance will incur penalties, including interest on deposit delays and a daily charge for locker settlement delays. The move aims to standardize claim processes and compensate customers for inconveniences.

Weaver Services, backed by Gaja Capital, is set to acquire a 75% stake in Centrum Housing Finance for ₹600 crore. This deal values the mortgage lender at ₹800 crore, driven by Centrum s need to focus on its small finance bank as per regulatory requirements. The acquisition reflects continued investor interest in India s affordable housing finance sector, despite recent valuation adjustments.

Following the RBI s tighter regulations on co-lending, banks and NBFCs may shift towards direct assignment of assets. The new rules demand significant tech integration and credit policy alignment, potentially slowing down operationally intensive loans. While larger NBFCs might find the compliance burdensome, smaller ones could benefit from the default loss guarantee, enhancing their scaling ability.

Indian equity markets rebounded on Thursday, recovering from earlier losses fueled by tariff concerns. Optimism surrounding a potential Trump-Putin meeting spurred hopes for eased US-India trade relations, particularly regarding Russian oil purchases. The NSE Nifty and BSE Sensex both closed marginally higher, driven by short covering and positive momentum indicators, suggesting a possible continuation of the upward trend.