Latest Stock Market News

JM Financial maintains a Buy call on Sapphire Foods, setting a target price of Rs 365, citing attractive valuations despite near-term demand challenges. Sapphire s revenue grew 13% YoY, driven by KFC and Sri Lanka businesses, while Pizza Hut faced headwinds. The brokerage has revised its EBITDA estimates downwards due to weak demand and slow SSSG recovery.

Geopolitical tensions between India and Pakistan initially rattled tourism stocks, causing dips in aviation, hotels, and travel services due to disrupted travel plans. However, a subsequent ceasefire has shifted market sentiment towards cautious optimism. Experts suggest a selective, long-term approach, focusing on fundamentally strong companies with a robust domestic presence like Indian Hotels and Indigo.

Following a ceasefire announcement by Pakistan s military, the KSE 100 index surged over 9% after facing pressure due to escalating India-Pakistan tensions and recent terrorist attacks. Indian markets also rallied, with Sensex and Nifty rising more than 2.7%. Analysts caution that the bullish sentiment hinges on the ceasefire s continuation and sustained foreign investment.

ICICI Securities suggests adding Blue Star to your portfolio. They ve set a revised target price of Rupees 1925. The company reported strong Q4 results with a significant increase in total income. Blue Star s revenue and profit are expected to grow steadily. Key risks include commodity price hikes and increased competition.

Gold prices declined at MCX due to eased India-Pakistan tensions. Silver futures also saw a dip. Earlier, both metals closed positively, driven by geopolitical concerns and BOE s rate cut. Market volatility persisted due to the dollar index and global growth worries. Manoj Kumar Jain suggests specific trading ranges for gold and silver. Physical gold prices vary across major Indian cities.

BSE Ltd shares soared to a new all-time high on Monday following a pause in hostilities between India and Pakistan, boosting investor sentiment and trade volumes. The surge accompanied gains in the Sensex and Nifty50, driven by the temporary ceasefire announcement. BSE s impressive financial performance, including a significant increase in net profit and revenue, further fueled the stock s rise.

Indian markets surged on Monday with the Sensex rallying 2,376 points, driven by easing India-Pakistan tensions, progress in U.S.-China trade talks, strong SIP inflows, and a sovereign rating upgrade. Broad-based buying across sectors and technical breakouts added momentum. Analysts remain optimistic but cautious amid global uncertainties and the fragile nature of the ceasefire agreement.

Also, Smart Beta and Factor – Based ETFs that use investment factors such as value, momentum, or low volatility for index construction rather than traditional market capitalisation, are garnering investor attention as well.

Geopolitical tensions show signs of easing. Positive developments are seen in India-Pakistan relations. Progress is noted in US-China trade talks. The stock market is expected to recover. Trump s tariff approach may face resistance. Overall, the outlook is brighter after weeks of uncertainty. However, high US tariffs could slow global trade and GDP growth. The situation requires careful monitoring.