Latest Stock Market News

Mukesh Ambani is gearing up for Jio s mega IPO — tipped as the "mother of all IPOs" – but Reliance Industries 44 lakh shareholders may be sidelined. Unlike the Jio Financial Services spin-off, this listing won t give them direct shares. Instead, they ll benefit indirectly via RIL’s 66.3% stake, which may face a holding company discount from investors seeking direct exposure.

India s sovereign rating upgrade is poised to attract stronger foreign capital inflows into its debt market, enhancing its risk profile and yield attractiveness. This shift could lead to broader inclusion in international bond indices, narrowing yield differentials with US Treasuries. Fixed income investors may benefit from increased demand for longer-duration sovereign bonds.

GIFT City is rapidly becoming a pivotal hub for Indian and global investors, providing a streamlined and tax-efficient framework for capital flow. Projections indicate that commitments at GIFT IFSC could surpass USD 100 billion by 2030, democratizing access to diverse investment products. This growth is fueled by increasing NRI and global investor interest in India s expanding economy.

Nazara Technologies shares: Nazara Technologies announced that it served a termination notice to I3 Interactive on August 31, 2025. Under the agreement terms, the deal will be considered terminated 30 days from the notice date, unless the issues are resolved earlier.

PG Electroplast shares: The company said its step-down subsidiary, Next Generation Manufacturers, has entered into an MoU with the Maharashtra government to invest ₹1,000 crore in a large greenfield consumer electronics manufacturing project at Kamargaon, Ahilyanagar.

Samsung and SK Hynix shares plummeted following Washington s revocation of authorizations, restricting their access to U.S. semiconductor manufacturing equipment for Chinese plants. Samsung shares declined by 2.3%, while SK Hynix experienced a 4.4% drop. SK Hynix plans to collaborate closely with Korean and U.S. governments to mitigate business impact.

NCC shares: The company reported securing two orders worth ₹788.34 crore (excluding GST) in August 2025, both under its Water Division.

The Nifty derivatives market is set for a major shake-up as weekly expiries move from Thursday to Tuesday starting tomorrow. This shift will reshape trading strategies, with Mondays becoming a high-stakes day due to accelerated time decay in option premiums. Traders must adapt quickly to the new cycle, which introduces a fresh risk-reward equation and heightened Monday activity.

Indian markets traded higher on Monday, fueled by strong GDP data and a U.S. court ruling on Trump s tariffs. Sensex and Nifty saw gains, particularly in the IT and financial sectors. While India s GDP growth exceeded expectations, concerns remain about the potential impact of U.S. trade policies on future business activity.

Axis Securities sees the auto ancillary sector at a pivotal moment, with strong long-term growth driven by exports, premium vehicles, and rural demand recovery. However, short-term challenges like high valuations and global uncertainties may cool the rally. Experts advise caution, highlighting export risks, but remain optimistic about localisation and the EV shift fueling future growth.