India's equity benchmarks fell on Thursday, driven by rising US bond yields and continued selling by foreign investors. The surge in US yields, triggered by Donald Trump's election victory, has raised concerns about potential slowdowns in US rate cuts, impacting foreign investments in emerging markets like India.

The Federal Reserve lowered its key interest rate by a quarter-point in response to declining inflation. This follows a larger cut in September, signaling the Fed's focus on both job growth and inflation control. While inflation has fallen closer to the Fed's target, it remains slightly elevated.

Aadhar Housing Finance's stock has risen 47% since its IPO, driven by strong growth and government focus on affordable housing. Despite market volatility, the stock has gained 8% in the past month, attracting investor interest.

Australian and Japanese shares advanced along with Hong Kong futures, while the Golden Dragon index of US-listed Chinese companies jumped 3.5%. The S&P 500 gained 0.7% and the Nasdaq 100 climbed 1.5%, both setting fresh peaks for a second day. An index of global equities also advanced to a record.

NHPC Ltd on Friday reported 41% decline in its consolidated net profit at Rs 909 crore in the second quarter ended September 2024. The same stood at Rs 1546 crore in the last year quarter.

S&P Global predicts that Indian banks will face pressure on net interest margins, potentially dropping by 20 basis points to 3% over the next few years. This squeeze is anticipated due to increased competition for deposits amidst an expected decline in interest rates and steady credit growth.

The Reserve Bank of India's recent regulatory changes, including increased risk weights on bank lending to non-bank financial companies (NBFCs), have led to a funding slowdown for these lenders. This credit squeeze, particularly impacting unsecured and digital lending NBFCs, is likely to curb retail credit growth in the coming year.

Anytime, day or night, policymaking via Twitter - which has been rebranded as X - became the norm, hacked out in staccato bursts to his millions of followers. These musings would often trigger sudden market swings, upending in the process the work and sleep schedules of traders and investors across financial markets.

Foreign investors renewed buying interest in the healthcare and power sectors, purchasing ₹2,321 crore and ₹1,168 crore in the second half of the month, after selling over ₹2,000 crore in both sectors in the first half of the month.

In an announcement on Thursday, MSCI said it has added five stocks - BSE, Voltas, Alkem Laboratories, Kalyan Jewellers, and Oberoi Realty - to its Global Standard Index; while reducing the weights of Adani Green, RIL, ICICI Bank, Infosys, GMR Airports, and Adani Power.

BFSI. Just because these letters are clubbed together, it does not mean they are all the same. History tells us that the Banking, Financial Services, and Insurance – BFSI – space has seen the biggest wealth creators – and also the biggest scams. So, which player you own in which segment is the key to determining whether you are able to create wealth. For a while now, some of the best wealth creators in the sector have been underperforming. Some due to technical adjustments and others due to fundamental reasons. Time to pick and choose the best and make some contrarian bets?

National Aluminium Co. Ltd is expected to rise in the coming weeks. The stock broke out from a Pennant formation and hit a record high. Experts suggest a target of Rs 255 in the next 2-3 weeks. The stock is trading above crucial moving averages. The stock may show a pullback as RSI is above 70.

Select stocks gain momentum even in volatile markets.

Stock Reports Plus, powered by Refinitiv, undertakes detailed company analysis for 4,000+ listed stocks. In addition to detailed company analysis, the report also collates analysts’ forecasts and trend analysis for each component. An average score in Stock Reports Plus is calculated by undertaking quantitative analysis of five key investment tools – earnings, fundamentals, relative valuation, risk, and price momentum.

The Federal Reserve has reduced interest rates by a quarter percentage point, citing a cooling job market and progress in controlling inflation. Despite the positive economic indicators, the central bank acknowledges potential uncertainties tied to the recent presidential election.

Wall Street's main stock indexes hit record highs in the run-up to an interest-rate decision from the Federal Reserve on Thursday, extending a sharp rally sparked by Donald Trump's stunning comeback as U.S. president for a second time.

Aadhar Housing Finance's stock has risen 47% since its IPO, driven by strong growth and government focus on affordable housing. Despite market volatility, the stock has gained 8% in the past month, attracting investor interest.

Northern Arc has secured USD 65 million for its first climate fund, aiming to support sustainable businesses in India. The fund, backed by DFC and OeEB, will provide debt financing to companies in renewable energy, energy efficiency, and other green sectors.

Wall Street's main stock indexes hit record highs in the run-up to an interest-rate decision from the Federal Reserve on Thursday, extending a sharp rally sparked by Donald Trump's stunning comeback as U.S. president for a second time.

The Fed has long guarded its status as an independent institution able to make difficult decisions about borrowing rates, free from political interference. Yet during his previous term in the White House, Trump publicly attacked Chair Jerome Powell after the Fed raised rates to fight inflation, and he may do so again.

Indian tax authorities raided the local offices of Swedish software group Truecaller on Thursday, the company said in a statement, sending the firm's Stockholm-listed shares down 11%.

According to Nagaraj Shetti of HDFC Securities, the short-term market outlook remains uncertain due to ongoing volatility. A substantial upward rally is unlikely until the Nifty crosses the 24,500 mark, with potential support around the 23,800 level on the downside.

The BoE predicted that finance minister Rachel Reeves' budget last week - which entails big increases in tax, spending and borrowing - would boost the size of Britain's economy by around 0.75% next year but barely improve annual growth rates in two or three years' time.

Brookfield India Real Estate Trust on Thursday announced plans to raise up to Rs 3,500 crore through issue of units to institutional investors to reduce debt as well as to fund future growth, and reported a 40 per cent increase in its net operating income to Rs 485.8 crore for the second quarter of this fiscal.

India's Supreme Court has ordered the liquidation of Jet Airways after the Jalan Kalrock Consortium, the winning bidder, failed to meet its financial obligations. This decision leaves shareholders, including 1.43 lakh retail investors, facing potential losses as the airline's assets are sold to settle debts.

Donald Trump's potential trade policies and fiscal decisions could trigger a US-China trade war resurgence, causing market turmoil. US Treasury yields soared, affecting global markets. India faces capital outflows, weak corporate earnings, and growing challenges in sectors like MFI and FMCG.

Foreign portfolio investors (FPIs) pulled out about $3.1 billion from Indian financial stocks in October, the second-highest amount ever from the sector and accounting for 30% of the record overall withdrawal for the month, data showed on Thursday.

Some consumer durables stocks have been under pressure. There are two reasons for this. One, in a number of cases the Q2 numbers have been less than street estimates. Two, more importantly, a number of them have large FII exposure. And with FII turning sellers in a big way since early October, there is pressure on these stocks. But this is the short-term story. The long-term story is very different. Check out Stock Reports Plus, powered by Refinitiv, for price targets of over 4,000 listed stocks along with detailed company analysis focusing on five key components - earnings, fundamentals, relative valuation, risk and price momentum to generate standardized scores. SR+ Reports is a complimentary offering to ETPrime members.

With strong inflows into mutual funds, the share of domestic institutional investors (DIIs) grew at a faster rate than that of foreign institutional investors (FIIs). Consequently, the gap between FII and DII shares narrowed further, reaching a record low of 1.09% at the end of September.

Surya Roshni's board will meet on November 14 to consider an interim dividend and a bonus share issue. The record date for the dividend is November 25. This will be the company's first bonus share issue. The company will also approve its second-quarter results in the same meeting.

Donald Trump's election victory sparked a financial market rally on November 7, driving stock indices, bond yields, and the U.S. dollar to new highs. Trading volumes surged, particularly for Tesla and small-cap stocks, as investors reacted to expected policy changes.

AM/NS India Q2 operating profit dropped nearly 70% due to lower steel prices, despite stable shipments. The company anticipates higher demand growth in India and Brazil in H2 2024.

ArcelorMittal gained 2.5% after the world's second-largest steelmaker reported a third-quarter core profit that was above market expectations.

A Systematic Withdrawal Plan (SWP) provides a steady income stream, especially for retirees. It allows investors to redeem investments gradually, minimizing tax implications and enabling simultaneous compounding. However, careful planning and monitoring of NAV are crucial for optimizing returns and ensuring corpus longevity.

Monitoring where major institutional investors are placing their bets is crucial, but equally important is staying alert when these investors consistently reduce their stakes. An analysis by ETMarkets found that over the past four quarters (from December 2023 to September 2024), Mutual Funds (MFs) have steadily cut their holdings in approximately 62 stocks.Our analysis focused on stocks with a market capitalization above Rs 1,000 crore. While many of these stocks have seen significant declines over the past year, we’ve highlighted the top 9 stocks that have posted gains ranging from 90% to 215% during the same period. (Data Source: ACE Equity)

After two days of sharp upward movement, another sharp decline. Two things to keep in mind. One, on Wednesday, as the Nifty rose, the FIIs were still selling – so it appears there is some selling to come till an adjustment of weightages takes place. Two, make a distinction between what is happening to the Nifty and the broader market. Market breadth is still holding its head above water, and that needs to be watched more than anything else.

Motilal Oswal initiates coverage on LT Foods with a 'buy' rating and a target price of Rs 520, implying a 31% upside. They cite the company's strong international presence, dominance in the US market, and strategic expansion in the Middle East.

Japan's Nikkei share average reversed early gains to close lower on Thursday as investors took profits after the previous session's surge. The index, influenced by Donald Trump's presidential election win, saw early gains but ended down 0.25%. Fast Retailing and Tokyo Electron were among the decliners, while Keio and Taisei surged on buyback announcements.

Shares of FirstCry fell 4.5% after the GST department initiated an investigation at its Mumbai head office and Pune warehouse. The company assured normal operations, with no details on alleged violations.

Trent's shares plummeted 9.2% despite reporting a 46% surge in Q2 profit, exceeding estimates. While revenue grew 39.6%, it fell short of projections. The company highlighted double-digit growth in its fashion segment and expansion of its store network, including Westside and Zudio outlets.

Indian benchmark indices Sensex and Nifty50 dipped on Thursday, reversing the previous session's gains, as investors shifted focus to the Federal Reserve's rate decision. Despite Asian markets advancing and Wall Street hitting record highs, Indian equities retreated, influenced by profit-booking and concerns over potential US trade policies under President-elect Trump.

Around five new stocks are to be added to the MSCI Global Standard Index in the November 2024 rejig. The adjustments are expected to happen on November 25.

Indian stock markets reacted negatively to Donald Trump's election victory, despite a surge in US markets. Analysts warn that Trump's 'America First' policies, potential tariff hikes, and impact on US interest rates could lead to a weaker rupee, slower rate cuts, and increased foreign investment outflows from India.

Indian benchmark indices Sensex and Nifty50 dipped on Thursday, reversing the previous session's gains, as investors shifted focus to the Federal Reserve's rate decision. Despite Asian markets advancing and Wall Street hitting record highs, Indian equities retreated, influenced by profit-booking and concerns over potential US trade policies under President-elect Trump.

Hindalco Share Price: Hindalco's shares plummeted 7% following subsidiary Novelis's announcement of an 18% drop in net income, settling at $128 million for Q2 FY2025. Despite a 5% growth in net sales driven by higher aluminum prices, Novelis's adjusted EBITDA declined 5% YoY, impacted by a flooding event at its Sierre facility.

Wockhardt's shares dropped 5% after the company announced a qualified institutional placement (QIP) at a floor price of Rs 1,162.25, an 8.5% discount from Wednesday's closing price. The company may offer an additional discount of up to 5% on the floor price. Despite the recent decline, Wockhardt's shares have risen by approximately 25.5% in the past year and 8.

Indian benchmark indices Sensex and Nifty50 dipped on Thursday, reversing the previous session's gains, as investors shifted focus to the Federal Reserve's rate decision. Despite Asian markets advancing and Wall Street hitting record highs, Indian equities retreated, influenced by profit-booking and concerns over potential US trade policies under President-elect Trump.

Hindalco's shares plummeted 7% following subsidiary Novelis's announcement of an 18% drop in net income, settling at $128 million for Q2 FY2025. Despite a 5% growth in net sales driven by higher aluminum prices, Novelis's adjusted EBITDA declined 5% YoY, impacted by a flooding event at its Sierre facility.

MSCI did not include Adani Energy Solutions in its Global Standard Index. This followed a show cause notice issued by SEBI to Adani Energy Solutions. MSCI also reduced the float in Adani Green Energy and Adani Power. Five other Indian companies were included in the index. MSCI increased the weightage of HDFC Bank.

In the MSCI Smallcap Index Rejig, around 13 small cap stocks are to be included The adjustments are scheduled for November 25. Here’s a breakup of stocks to be included and expected inflow in them.