FINANCIAL MARKETS OUTLOOK
Maharatna PSU Powergrid projects capex of over Rs 3 lakh crore by 2032
Power Grid Corporation of India Ltd (POWERGRID) anticipates a substantial capital expenditure of Rs 3,06,600 crore by 2032, primarily driven by its transmission business. The company is actively involved in projects worth Rs 1,54,680 crore, with a strong emphasis on Tariff Based Competitive Bidding and Real-Time Market initiatives.
Gold to remain a long-term strategic asset amid geopolitical shifts: Manishi Raychaudhuri
Manishi Raychaudhuri favors private sector banks due to potential consumption and investment rebound, alongside consumer discretionary stocks benefiting from tax cuts. Industrials, boosted by infrastructure spending and defense equipment manufacturing, are also promising. While cautious about generics, he sees potential in domestic healthcare, particularly hospitals and diagnostics, driven by increasing urban affluence.
Exploring the Growth Potential of the IT Sector Amidst Global Trade Agreements
The IT sector is poised for significant growth, driven by a landmark Free Trade Agreement between India and the UK. This article explores the sector's performance, outlook, and highlights key companies with promising upside potential.
Stocks to buy today: Brokerages see 15-30% upside in Marksans, BEL, and Kalpataru
Brokerages remain bullish on Marksans Pharma, Bharat Electronics (BEL), and Kalpataru Projects, citing strong fundamentals and sector tailwinds. Choice Broking and Axis Securities project 15–33% upside in these stocks over 12 months. Marksans is backed by global growth, BEL by defence orders, and Kalpataru by a robust order book across diversified infrastructure sectors.
Retail investors showing maturity, SIPs steady despite volatility: Sachin Shah
The outlook by most of the businesses also continue to be fairly optimistic. So, if one selects a decent set of companies, it will not be very difficult to generate a 15% to 20% earnings growth at the portfolio level for the next two years.
JK Tyre Q4 Results: Net profit drops 42% to Rs 98 crore
JK Tyre & Industries Ltd on Tuesday reported a 42.5 per cent decline in consolidated net profit at Rs 98.66 crore in the fourth quarter ended March 2025, impacted by higher expenses and adverse forex fluctuation.
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Dredging Corporation turns profitable with Q4 net at Rs 21 crore
Dredging Corporation of India (DCI) on Tuesday reported a net profit of Rs 21.39 crore for the March 2025 quarter, mainly on the back of increased income. It had posted a loss of Rs 25.97 crore in January-March period of preceding 2023-24 fiscal, the company said in an exchange filing.
Industry hopeful of RBI rate cut "very soon"; expects over 6.5pc GDP growth in FY26: PHDCCI
PHDCCI anticipates a rate cut by the RBI and projects India's economic growth to exceed 6.5% in the current fiscal year. Ranjeet Mehta highlighted key challenges for MSMEs, including access to affordable finance, technology adoption, and effective market access. The SME Business Activity Index indicates a significant expansion in manufacturing activities.
Moody’s US downgrade, a fresh jolt for IT stocks after stellar 30% rally – buy or avoid?
Moody's downgrade of the US credit rating has sparked concerns for Indian IT stocks, heavily reliant on US revenue. While the sector experienced a recent surge, driven by factors like tariff pauses and strong earnings, the downgrade triggered a market correction. Analysts advise caution, suggesting investors monitor stop losses and focus on companies with diversified client bases and AI capabilities.
Borana Weaves IPO subscribed 8.5 times on Day 1; GMP points to 28% listing gain— Should you apply?
Borana Weaves IPO: Retail investors drove the momentum, with their portion subscribed 7.12 times, while the Non-Institutional Investor (NII) category saw a subscription of 1.82 times. The issue, which opened on May 20, is set to close on May 22, with the listing expected on May 27.
US tariff unpredictability has negative credit consequences for debt issuers: Moody's
Moody's Ratings indicates that fluctuating US tariffs and unpredictable trade policies pose credit risks for emerging markets, impacting companies, governments, and banks. Geopolitical tensions, such as those between India and Pakistan, exacerbate these challenges. While exporters face direct exposure, broader economic slowdown, commodity price declines, and currency depreciation will indirectly affect most debt issuers.
Gold prices soar as Moody’s shocks markets with US credit downgrade — is this the start of a long-term safe-haven rally or just a short-term reaction to dollar weakness?
Gold prices surge after Moody’s downgraded the US credit rating, pushing investors toward safer assets. With the dollar weakening by 0.6%, gold jumped to $3,239.77 an ounce. This shift reflects growing concerns over the US budget deficit, Trump’s trade policies, and a lack of political action on fiscal reform. As global markets react, demand for precious metals climbs. Experts expect short-term volatility but believe long-term conditions favor continued gold investment. Want to know why gold is gaining and what it means for your money? This story breaks it down in simple, clear terms.
Realty stakeholders’ sentiment turns cautious optimistic in Q1 amid global headwinds
The Knight Frank-NAREDCO Real Estate Sentiment Index reveals a slight dip in optimism among Indian real estate stakeholders for Q1 2025, influenced by global economic factors. Commercial real estate remains resilient, driven by strong leasing activity. While residential prices are expected to hold, sentiment on new launches and sales has moderated, prompting strategic recalibration by developers.
US Stock futures slide after Moody’s credit rating downgrade triggers market Jitters over $36 trillion debt, rising yields, and tech sell-off
US stock futures slide after Moody’s downgraded the country’s credit rating from “Aaa” to “Aa1,” raising alarm over America’s growing $36 trillion debt. This unexpected jolt hit Wall Street early Monday, sending Treasury yields higher and tech stocks like Tesla, Nvidia, and AMD sharply lower. The downgrade reflects rising concerns about the U.S. fiscal outlook and comes just as Trump’s stalled tax cut bill clears a key committee. With Fed officials speaking and big earnings ahead, investors are bracing for a volatile week. Read on to understand what this downgrade means and how it could shape markets ahead.
Nifty's 2025 twist: Are Indian stocks headed for another record-breaking year?
After a shaky start in 2025 due to geopolitical tensions and FII outflows, the Indian equity market has rebounded strongly. Easing India-Pakistan tensions, favorable trade agreements, and better-than-expected corporate earnings have fueled a Nifty surge. Analysts predict continued gains, driven by renewed FII inflows and sustained earnings growth, though caution remains due to valuation concerns and potential global risks.
Equity mutual funds saw highest ever inflows of Rs 4.17 lakh crore in FY25: AMFI
The mutual fund industry experienced substantial growth in fiscal year 2025, with record equity inflows of Rs 4.17 lakh crore and a 23.11% surge in overall AUM to Rs 65.74 lakh crore. Increased SIP contributions, a rise in women investors, and a growing number of folios fueled this expansion.
Markets to stay rangebound near-term; big upside likely in H2: Manish Sonthalia
Manish Sonthalia of Emkay Investment Managers suggests markets will trade rangebound between 24,000 and 26,000 for the next month and a half, awaiting tariff clarity. He highlights institutional buying and better-than-expected Q4 earnings, especially in mid and small-cap sectors, as market supports.
Warren Buffett warns of a ‘Hair Curler’ market: What it means and how investors can prepare
Warren Buffett, the legendary investor, has sounded a cautionary note about the stock market's future, warning of a coming period of extreme volatility.
Ahead of Market: 10 things that will decide stock market action on Monday
Indian markets ended lower on Friday due to profit booking in financial and IT stocks. Despite the dip, midcaps, smallcaps, and rate-sensitive sectors stayed strong. Optimism remains on easing global tensions and rate cut hopes. US and European markets extended gains, while key Indian stocks saw high activity and buying interest.
F&O Talk | Market mood lifts, Nifty to eye 25,740 as immediate target: Rahul Ghose
India’s stock market rebounded strongly, with Nifty crossing 25,000, boosted by geopolitical peace and the US-China trade deal. Analysts see further gains but advise selectivity. Defence, metals, and banking sectors show promise. Key stocks include HAL, Tata Steel, and ICICI Bank, amid mixed earnings and cautious optimism.
Dream11 and astrology apps earn over Rs 30,000 crore, but only 5 crore Indians invest for the future: Financial planner sounds alarm
India’s youth are spending heavily on astrology and gaming apps, with revenues crossing ₹30,000 crore, yet only five crore Indians actively participate in systematic investing. Gurmeet Chadha, Managing Partner & CIO at Compcircle, warns that while millions chase daily predictions, they neglect long-term financial planning. Data from April 2025 shows record SIP contributions but also a high stoppage rate, signalling cautious investors. Chadha’s call for disciplined investment, including contributions to the National Defence Fund, highlights a growing disconnect in financial habits.
FPIs pump Rs 18,620 cr in equities in May on global tailwinds, improving domestic fundamentals
Foreign investors continue to show confidence in the country's equity market, infusing Rs 18,620 crore so far this month, driven by a combination of global tailwinds and improving domestic fundamentals.
Rs 26 lakh crore richer in a week! What should stock market investors do now?
Markets soared as geopolitical relief, soft inflation, and strong FII flows lifted Sensex and Nifty sharply. Broader gains in midcaps, defence, and infrastructure fuelled optimism, though experts warn of valuation risks and advise caution amid expensive mid- and small-cap levels.
Bengaluru techie’s AI fears collide with home loan dreams. Is buying a house in India's IT capital still worth it?
With AI threatening to disrupt jobs, a young developer from Bengaluru reveals his struggle over committing to a long-term home loan versus continuing to rent. His Reddit post highlights the fear of unemployment and questions the real estate market’s value. This candid confession has stirred debates on financial risk, market scams, rental yields, and how workers must adapt to survive in a fast-evolving job market.
Hyundai Motor Q4 Results: Cons PAT drops 4% YoY to Rs 1,614 crore, revenue rises marginally
Hyundai Motor Q4 Results: The company reported revenue from operations of ₹17,940 crore for the quarter ended March, marking a 1.5% increase compared to ₹17,671 crore in the same quarter of the previous financial year.
Nikkei end flat on optimism for corporate outlook
Japanese shares recouped early losses to end flat on Friday, as stronger-than-expected domestic earnings prompted investors to overlook a stronger yen and pour more money into stocks.
Stocks to buy today: Motilal Oswal retains buy on LT Foods; Nuvama sees over 20% upside in Lupin
JM Financial has maintained its Buy rating on Crompton Greaves Consumer, emphasizing the company's entry into the solar rooftop segment and a strong demand outlook. Meanwhile, Motilal Oswal remains optimistic about LT Foods, pointing to sustained volume-driven growth and solid performance across various markets.
Tata's pride losing the spark? Why TCS shares are faring worst among IT peers and group leaders
TCS shares have underperformed peers due to global economic headwinds, client-specific issues like the BSNL contract ramp-down, and slower deal conversions. While peers like HCL Tech and Infosys have shown stronger growth, TCS faces challenges in client spending across key sectors. Analysts remain cautiously optimistic, citing TCS's resilience and potential recovery, but acknowledge near-term growth constraints.
London-listed Burberry shares rally 10% on plans to cut 20% global workforce
British luxury brand Burberry plans to reduce its global workforce by roughly 20 per cent. This decision follows a turnaround strategy under CEO Joshua Schulman. The company aims to cut costs and address overproduction. Burberry reported better-than-expected operating profit. Sales declined across major regions, including the Americas and Asia Pacific.
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