MARKET MACROS VS MARKET MICROS

Stock market update: Sugar stocks up as market rises

The 30-share BSE Sensex was up 94.68 points at 82539.89

Stock market update: Power stocks down as market rises

The 30-share BSE Sensex was up 100.19 points at 82545.4

Stock market update: Fertilisers stocks down as market rises

The 30-share BSE Sensex was up 49.4 points at 82494.61

Stock market update: Fertilisers stocks up as market rises

The 30-share BSE Sensex closed up 256.22 points at 82445.21

Stock market update: Power stocks up as market rises

The 30-share BSE Sensex closed up 256.22 points at 82445.21

Fund Manager Talk | Markets may move in 5% range till festive season: Trideep Bhattacharya

Indian equities are expected to consolidate in a narrow range over the next few months as corporate earnings remain the missing link, says Trideep Bhattacharya of Edelweiss MF. While macro headwinds have eased and policy momentum has improved, meaningful earnings revival is seen only in H2FY26. Consumption, financials, and defence are key sectors to watch, with selective midcap exposure advised.

Know Your Fund Manager | Jitendra Sriram, Senior Fund Manager - Equity, Baroda BNP Paribas Mutual Fund

Jitendra Sriram, Senior Fund Manager at Baroda BNP Paribas Mutual Fund, shares his journey from engineering to finance, highlighting the influence of India's economic liberalization on his career. He manages significant assets across various equity and hybrid schemes, employing a BMV framework focusing on business resilience, management competence, and valuation.

Bank, auto stocks drive Sensex over 400 pts higher, Nifty tops 25,100

Stock Market Today: Indian benchmark indices Sensex and Nifty traded higher for the fourth consecutive session, fueled by strong U.S. jobs data and progress in India-U.S. trade talks. The Reserve Bank of India's policy backing further boosted market sentiment. Positive global cues, particularly from Wall Street, also contributed to the optimistic start.

Momentum Alert! June 10–11 to offer big moves, eyes on June 16 for trend shift: Harshubh Shah

Nifty50 closed above 25,000 for the first time since May, driven by a surprise 50 bps rate cut and CRR reduction. June 2 marked a key reversal point, validating the price-time strategy. With momentum building and critical dates ahead, traders should watch June 10–11 for breakout moves and June 16 (±1 day) as a potential trend-defining window.

ETMarkets Smart Talk: Why Gurpreet Sidana says real wealth is built on strategy, not speculation

Religare Broking CEO Gurpreet Sidana urges investors to avoid momentum-driven trades and focus on fundamentals amid volatility. He highlights defence, cement, and gold as key sectors while advising data-led, risk-aware strategies for long-term wealth creation.

Sensex jumps 100 points, Nifty above 24,550 amid US-China trade talk optimism

Indian equity markets opened higher on Wednesday, buoyed by positive global cues and optimism surrounding potential U.S.-China trade progress. The Sensex and Nifty both saw gains in early trading, mirroring advances in Asian markets following overnight rallies on Wall Street. Investors are also monitoring developments in U.S.-China trade talks and awaiting potential meetings between leaders.

Nothing to be negative about in market; bulk deals a pressure point: Sandip Sabharwal

Sandip Sabharwal suggests that the markets are in a stable position, despite the pressure from bulk deals. He highlights the current chip shortage, attributing it to China's export restrictions, impacting two-wheeler and EV companies globally. The tariff issue is already factored into the markets, with focus shifting to monetary policy and economic data.

There’s no such thing as EMs any more; Morgan Stanley picks strongest stories including India: Jonathan Garner

Morgan Stanley's Jonathan Garner highlights India's robust economic resurgence, driven by strong GDP growth and easing monetary policies. He emphasizes India's distinct position among emerging markets, fueled by superior earnings growth and increasing weight in global equity indices. Garner notes that global fund managers are compelled to allocate towards India, recognizing it as a key global equity destination.

Positive macro already priced in, market needs fresh earnings trigger: Sanjeev Prasad

Kotak Institutional Equities' Sanjeev Prasad observes the Nifty 50 index is range bound. Valuations are expensive, but macroeconomics are decent. Earnings growth faces challenges from domestic and global issues. Good macroeconomics may not translate to market gains. Commodity sectors and tariff increases drive incremental profits. Earnings upgrades are not visible despite positive macro factors.

Stable macro fundamentals to keep India ahead of most emerging market peers: Claudio Irigoyen

BofA Global Research's Claudio Irigoyen suggests the US dollar will likely remain soft without a major collapse. Rising US treasury yields reflect recalibrated expectations due to fiscal and policy uncertainties, impacting consumer and business sentiment. Portfolio rebalancing by global investors, shifting away from US assets, further contributes to the dollar's struggle.

Little-known AI powerhouse rockets up Fortune 500 by 206 spots, surging faster than any other company this year

Super Micro Computer experienced a remarkable surge on the Fortune 500 list, climbing 206 spots to number 292. This impressive growth is attributed to its strategic focus on AI, cloud computing, and data center infrastructure. The company's innovation-first approach, partnerships with tech giants like Nvidia and Intel, and investments in green computing have fueled its success.

Stocks to Buy | Ridham Desai’s Take: India’s Macro Strength and Market Opportunities

US yields are America’s headache, but DXY may be world’s concern: Kotak Equities

Kotak Institutional Equities suggests rising US bond yields reflect domestic fiscal concerns rather than growth optimism. A weakening US dollar, however, poses broader global risks, potentially reshaping investment strategies and capital flows. While US yields may be a localized issue, a declining dollar index could trigger asset repricing and influence financial stability worldwide, but India seems insulated.

NSE vs BSE: Turf war over derivatives market heats up

NSE is trying to change the expiration for listed derivative contracts from Thursday to Tuesday — a day traditionally dominated by its smaller bourse BSE. A shift could help NSE regain market share from its rival, which has benefited after the capital markets regulator's curbs on trading hit NSE’s most popular options, prompting traders to seek alternatives at the BSE.

Stocks of Buy | From Macro Strength to Micro Caution: Shreyash Devalkar Decodes the Market

Valuations higher than what growth warrants; pick stocks carefully in this market: Shreyash Devalkar

Fund Manager Shreyash Devalkar notes that while macro factors like US flows and controlled inflation support the market, valuations, especially in the IT sector, appear high relative to growth. He emphasizes careful stock picking, highlighting that large caps are reasonably valued if GDP growth accelerates, while mid and small caps exhibit higher growth but elevated valuations.

These 7 penny stocks rally 25-50% in a week

Wall Street’s macro traders get schooled in Trump-Era turbulence

Wall Street faces challenges due to Donald Trump's unpredictable policies. Macro hedge funds are experiencing their worst start in two decades. Market narratives shift rapidly, causing confusion among traders. Despite initial fears, the S&P 500 shows gains. Experts advise caution and a slower, steadier approach to trading. Retail investors who stayed invested are seeing positive results.