European shares ticked lower on Monday as European automakers came under pressure following threats of a U.S. tariff hike, while investors awaited signs of progress in reopening the Strait of Hormuz.
Shares of automakers like Maruti Suzuki and Bajaj Auto rose after strong April sales data lifted sentiment. The gains pushed the Nifty Auto index over 1% higher, led by robust performance from key players.
Indian real estate developer Godrej Properties reported a 70% rise in fourth-quarter profit on Monday as demand for residential apartments stayed high.
Valor Estate shares hit a 20% upper circuit after the Bombay High Court ruled in its favour in a long-pending Bhayandar land dispute. The verdict removes ownership uncertainty over a key land parcel, boosting sentiment. The company is now positioned to explore development and monetisation opportunities linked to the asset.
Foreign institutional investors increased stakes for four straight quarters in 49 stocks, with 13 delivering sharp gains of up to 353% and five turning multibaggers over the past year. The trend highlights strong institutional conviction, with consistent buying coinciding with significant price outperformance across select large and mid-cap companies.
Indian stock markets are extending gains but showing signs of slowing momentum. Experts suggest the broader uptrend remains, but caution is advised. The Nifty faces key resistance around 24,300. Real estate is a standout sector, showing early signs of a turnaround after a long downtrend. Future catalysts include rate cycle changes.
MCX shares fell after SEBI signalled that banks and insurers are unlikely to be allowed into commodity derivatives. SEBI chief Tuhin Kanta Pandey said the regulator won’t push the proposal with Reserve Bank of India.
Devina Mehra of First Global believes Indian equity markets are in a bottoming zone, advising investors to stay invested. She anticipates 2026 will be a better year than 2025, with sector rotation continuing. While acknowledging earnings disruptions, she remains constructive, seeing power as a key growth area and the IT sector as evolving, not dead.
Indian government bonds saw a rebound, with value buyers stepping in after a recent surge in yields. Early election trends favoring the ruling party and a stabilization in oil prices, despite ongoing geopolitical tensions, boosted market confidence. This positive sentiment helped push benchmark bond yields lower, offering relief to investors concerned about inflation and import costs.
Vedanta shares surged after its demerger into four entities, with analysts highlighting improved business focus but increased concentration risks. Brokerages remain optimistic on upside potential, supported by strong Q4 earnings, while advising caution for new investors amid ongoing price discovery and evolving valuations of the separated businesses.
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