Category: Stock Market

Indian IT index is 2026’s worst Nifty sector. JPMorgan downgraded TCS, Infosys, Wipro. AI is displacing services. But Infosys Topaz and TCS.AI are growing 38–45%. Are Indian IT stocks a structural decline or the buy of the decade? Honest analysis with current valuations and verdict.

IndiGo jumped 4.6%, M&M 3.85%, Maruti 3.81% in a single session as crude crashed to $73.74. Aviation and auto are the clearest winners of cheap oil. Full analysis of which auto stocks to buy, hold and avoid as India’s crude windfall continues.

Bank Nifty at 57,184, trading above all key EMAs. RBI FCNR deposit policy boosted HDFC, ICICI, Axis. Credit growth re-accelerating, asset quality at decade lows. Full stock-by-stock analysis of India’s best private banking plays right now.

India’s monsoon is 43% below normal as of late June 2026. Maharashtra, MP, UP and Rajasthan are all deficient. What happens to food prices, RBI rate cuts, and rural stocks if it stays this way through July? Full scenario analysis and stocks to watch.

Laurus Labs posted 148% profit growth in FY26. Revenue up 23%. Stock up 30% YTD and at record highs. CDMO business surging. ₹3,000 crore capex underway. Should you buy now, hold, or book profits? Full analysis for Indian investors.

FMCG index is down 10% in 2026 — ITC, Dabur, Godrej Consumer all battered by crude-driven input cost spikes. But Brent is now at $73.74 — 42% below the war peak. Is the FMCG pain over? Stock-by-stock analysis and what to buy now.

India’s top 9 cities sold 1,12,458 homes in Q2 2026 — up 19% year-on-year. Bengaluru surged 47%, Navi Mumbai exploded 61% on airport buzz. New supply jumped 43%. Here is what it means for buyers, investors and realty stocks.

FIIs sold ₹64,761 crore from Indian markets in the first half of June 2026 alone. Here is exactly what is driving the exodus, which stocks are most exposed, and — most importantly — what Indian retail investors should actually do right now.

Bank Nifty closed 57,500+ (+1.68%) on June 24 2026 — India’s strongest sector. Today (June 25) is Sensex weekly expiry day (volatility 2-3:15 PM). RBI FCNR NRI loan policy boost for HDFC Bank, ICICI, Axis. Bajaj Finance +2.87% best NBFCs performer. IndusInd Bank ex-dividend today — may fall. Key levels: support 57,000, resistance 57,800-58,200. Full trading strategy for today’s session.

Top 10 stocks in news June 25 2026: LIC ex-dividend ₹10 today (stock opens lower), IRFC OFS retail bid day at ₹91 (5% discount), Tata Steel acquires T Steel Holdings for ₹1,625 crore, JSW Infrastructure +6.4% on port operations, Equitas SFB ₹1,250 crore QIP, Delhivery ₹352 crore block deal, Oberoi Realty Gurugram approval, Supreme Industries ex-dividend ₹25, Syngene ex-dividend, IndusInd Bank ex-dividend. Full pre-market analysis.

Vedanta fell 8% on June 23 2026 after promoter Vedanta Resources conducted a Rs 2,149 crore block deal. What is a block deal and why does it cause panic? Vedanta fundamentals: Hindustan Zinc world’s #2 zinc miner, massive dividend (₹66/share FY26, 12-15% yield), but high promoter offshore debt. Vedanta Iron up 51% recently. Should you buy the dip? Technical levels, risks and dividend yield analysis.

India overhauled its telecom regulatory system in June 2026 — replacing the old complex licence regime with a simpler unified authorisation framework under the Telecommunications Act 2023. Impact: Jio’s JioSat satellite broadband launch faster, Airtel’s OneWeb integration simpler, Starlink rollout accelerated. Beneficial for Vi (lower compliance burden), new entrants (lower barrier) and telecom stocks. Full impact analysis on Jio, Airtel, BSNL and telecom sector stocks.

India’s southwest monsoon is tracking 43% below normal as of June 2026 — delayed in Maharashtra, Rajasthan, UP and MP. IMD still forecasts above-normal full-year monsoon (104% LPA). Risk: if deficit persists into July, kharif crop damage → food CPI spike → RBI pauses rate cuts. Negatively impacts tractors (M&M, Escorts), rural FMCG (HUL, Dabur), 2-wheelers. Positively impacts coal, water infrastructure stocks. Full economic and market impact analysis.

JPMorgan raised its 2026 S&P 500 target to 7,800 driven by AI corporate earnings growth. But simultaneously downgraded Indian IT stocks (HCL Tech, Wipro, Tata Tech) — US AI is replacing what Indian IT firms do for US clients. What this means for India: FII flows may return, Nifty 50 could target 27,000-28,000 if September Fed cut happens. Full India market impact analysis.