Latest Stock Market News

India s housing market shows signs of stabilization as the Housing Price Index (HPI) for 13 major cities reached 132 in March, an increase of eight points year-on-year, according to REA India and ISB. While prices remain stagnant compared to February, experts suggest this consolidation phase, driven by cautious sentiment and supply adjustments, sets the stage for sustainable growth.

Sandeep Tandon of Quant Mutual Fund believes India is decoupling from developed economies, particularly within the Asia-centric emerging market. He highlights the pharma sector as a key beneficiary in the current economic climate, dismissing concerns about significant US tariffs on Indian generics. Tandon advocates investing in pharma funds, viewing it as a straightforward and promising strategy.

Sumadhura Group has leased 5 lakh sq ft at its Bengaluru commercial building, Sumadhura Capitol Towers, projecting ₹50 crore annual rental income. The demand is driven by multinational corporations establishing Global Capability Centers in India. Spanning 8.67 acres, the project has 1.5 million sq ft leasable area.

The Jhunjhunwala family anticipates significant gains from their investment in Knowledge Realty Trust REIT. Their Rs 195 crore investment is projected to yield Rs 13.65 crore in FY27. This return surpasses current fixed deposit rates, highlighting REITs appeal. The REIT IPO witnessed strong investor interest, being oversubscribed. Proceeds will be used for debt repayment and corporate purposes.

Knowledge Realty Trust s IPO, India s fourth REIT, closed with a strong 4.69 times subscription, signaling growing interest in Indian REITs. The Rs 4,800 crore issue attracted significant investment from both institutional and other investors.

Ashwini Agarwal of Demeter Advisors advises Indian investors to ignore short-term market noise, including potential tariff impacts and IPO market activity. Despite current headwinds like weak earnings, he anticipates lower interest rates boosting domestic demand. Agarwal suggests a long-term view, highlighting opportunities in sectors like non-banking financial services, particularly MFIs, where valuations are attractive.

After stellar gains in 2024, 23 small-cap stocks have corrected sharply in 2025, with 11 falling over 30%. Despite the slump, many are backed by institutional investors, signaling potential rebound opportunities. This trend attracts value-seekers hunting for beaten-down multibaggers with long-term upside.

Ashwini Agarwal of Demeter Advisors suggests focusing on individual stocks rather than broad sectors. Domestic healthcare and consumption names appear promising. Textile exports might offer buying opportunities if tariffs impact them negatively. India s manufacturing cost advantage remains strong long-term. Agarwal is currently tracking companies improving their earnings profile. Companies recovering from a downcycle are also worth watching.

European shares ticked higher on Thursday, with corporate earnings in full swing, while higher U.S. tariff rates on dozens of partners kicked in ahead of the Bank of England s monetary policy meeting.

Shares of Anil Ambani-led Reliance Infrastructure and Reliance Power experienced a decline amid an ongoing investigation into a suspected Rs 17,000 crore loan fraud. The Enforcement Directorate (ED) questioned Anil Ambani regarding alleged money laundering related to the loan defaults by Reliance Group companies.