IREDA declares Rs 0.60 interim dividend, sets record date; shares fall 3%
https://economictimes.indiatimes.com/markets/stocks/news/ireda-declares-rs-0-60-interim-dividend-sets-record-date-shares-fall-3/articleshow/129839189.cms

Indian Renewable Energy Development Agency (IREDA) shares dipped nearly 3% after announcing an interim dividend of Rs 0.60 per equity share for FY26. The record date for this dividend has been set for April 2. The company also recently increased its borrowing plan for FY26 and FY27.

Jefferies' Chris Wood sells HDFC Bank after Chairman's puzzling exit, cuts India weightage
https://economictimes.indiatimes.com/markets/stocks/news/jefferies-chris-wood-sells-hdfc-bank-after-chairmans-puzzling-exit-cuts-india-weightage/articleshow/129839242.cms

Jefferies’ Christopher Wood exits HDFC Bank from key portfolios following concerns triggered by chairman Atanu Chakraborty’s resignation. The move comes amid governance questions, regulatory scrutiny and a broader reduction in India exposure. Global brokerages have also turned cautious, citing macro risks and potential earnings downgrades in the market.

ACME Solar shares zoom 8% after Investec initiates with Buy. 4 growth levers behind bullish call
https://economictimes.indiatimes.com/markets/stocks/news/acme-solar-shares-zoom-8-after-investec-initiates-with-buy-4-growth-levers-behind-bullish-call/articleshow/129839834.cms

Shares of ACME Solar Holdings jumped after Investec initiated coverage with a Buy rating and a ₹319 target, implying ~25% upside. The stock has gained about 37% over the past year.

HEG, Graphite India shares jump up to 14% despite broader market weakness: Here’s why
https://economictimes.indiatimes.com/markets/stocks/news/heg-graphite-india-shares-jump-up-to-14-despite-broader-market-weakness-heres-why/articleshow/129840448.cms

HEG and Graphite India shares saw significant gains on Friday. This rally followed a substantial price hike announcement by American company GrafTech International for graphite electrodes. The US firm cited rising input costs and the need for sustainable pricing. This development is seen as positive for Indian players facing similar market pressures.

Start SIP in defence funds, growth looking solid for next 5-10 years, says Gurmeet Chadha. Here’s why
https://economictimes.indiatimes.com/markets/stocks/news/start-sip-in-defence-funds-growth-looking-solid-for-next-5-10-years-says-gurmeet-chadha-heres-why/articleshow/129840652.cms

Gurmeet Chadha recommends SIPs in defence funds, citing strong 5–10 year growth prospects driven by rising global tensions, increased defence spending and stronger India-US ties. Brokerages see up to 52% upside in select stocks, supported by a robust order pipeline and higher government capex allocation.

Foreign investors flee Indian assets at record pace on oil shock, pummel rupee
https://economictimes.indiatimes.com/markets/stocks/news/foreign-investors-flee-indian-assets-at-record-pace-on-oil-shock-pummel-rupee/articleshow/129842854.cms

Foreign investors ​are pulling out of Indian ​bonds and equities at a record pace, as ​the Iran war-driven surge in oil prices fanned worries over a pick-up in inflation and clouded India's growth outlook, sending the rupee reeling.

Gainers & Losers: RIL, HDFC Bank and HEG among 6 top movers on Friday. Here’s why
https://economictimes.indiatimes.com/markets/stocks/news/gainers-amp-losers-ril-hdfc-bank-and-heg-among-6-top-movers-on-friday-heres-why/slideshow/129847279.cms

RIL, HDFC Bank, PSU banks, airlines, HEG and ACME Solar were among Friday’s biggest market movers as crude spikes and geopolitical tensions fueled a broad sell-off.

RBI mandates Legal Entity Identifier, Unique Transaction Identifier for financial mkt transactions
https://economictimes.indiatimes.com/markets/stocks/news/rbi-mandates-legal-entity-identifier-unique-transaction-identifier-for-financial-mkt-transactions/articleshow/129850364.cms

The Reserve Bank of India (RBI) on Friday mandated the use of Legal Entity Identifier (LEI) and Unique Transaction Identifier (UTI) for transactions in financial markets.

Qatar's Doha Bank to bid India 'goodbye'
https://economictimes.indiatimes.com/markets/stocks/news/qatars-doha-bank-to-bid-india-goodbye/articleshow/129857300.cms

Doha Bank is exiting its branch operations in India. The Qatari bank will close its Mumbai and Kochi branches after more than a decade. It will now operate solely through a representative office in the country. This strategic shift was approved by the bank's board of directors. Doha Bank had launched its India operations in June 2014.

Markets drown in Red Sea: Rupee bleeds, bears maul Street
https://economictimes.indiatimes.com/markets/stocks/news/markets-drown-in-red-sea-rupee-bleeds-bears-maul-street/articleshow/129857257.cms

The Indian rupee hit a record low against the dollar, breaching 94 and nearing 95, as rising crude oil prices fueled fears of a prolonged Gulf war. Indian equities also suffered significant declines, marking a fifth consecutive week of losses. Analysts warn of further depreciation for the rupee if the conflict persists and central bank intervention remains subdued.

RBI mandates LEI code for all market participants, bars non-compliant entities
https://economictimes.indiatimes.com/markets/stocks/news/rbi-mandates-lei-code-for-all-market-participants-bars-non-compliant-entities/articleshow/129857332.cms

The Reserve Bank of India has mandated all market participants, both resident and nonresident, to obtain a valid Legal Entity Identifier (LEI) code. Entities without an LEI will be ineligible for transactions in RBI-regulated financial markets. Participants in the over-the-counter derivative market must also secure a unique transaction identifier.

Kill switch soon for all digi payments to combat fraud
https://economictimes.indiatimes.com/markets/stocks/news/kill-switch-soon-for-all-digi-payments-to-combat-fraud/articleshow/129857406.cms

The Reserve Bank of India's Payments Vision 2028 introduces a shared liability model for unauthorized digital transactions, placing responsibility on both customer and beneficiary banks. This aims to boost fraud detection and inter-bank coordination. The RBI also plans to expand the 'switch on/off' feature, currently for cards, to all digital payment modes, empowering users and enhancing ecosystem trust.

NARCL set to acquire debt of Kay Bouvet Engineering
https://economictimes.indiatimes.com/markets/stocks/news/narcl-set-to-acquire-debt-of-kay-bouvet-engineering/articleshow/129857519.cms

Specialised equipment maker Kay Bouvet Engineering's Rs 1,000 crore debt is poised for takeover by NARCL. Banks will see a 13% recovery through NARCL's Rs 130 crore offer, which faced no competition in a Swiss challenge auction. This marks a potential final acquisition for the bad loan aggregator this fiscal year.

Nifty 50 constituents mostly protected from oil shock: ICICI Securities
https://economictimes.indiatimes.com/markets/stocks/news/nifty-50-constituents-mostly-protected-from-oil-shock-icici-securities/articleshow/129857548.cms

India's Nifty index shows resilience against potential oil price surges from the Gulf conflict. Companies within the Nifty that supply energy like coal and electricity stand to gain. Demand for these energy sources is expected to rise as alternatives to oil and gas. Conversely, smaller companies face greater impact from rising fuel costs.

Ajanta Pharma, Sun Pharma poised to tap GLP-1 opportunity amid market shift: Siddhartha Khemka
https://economictimes.indiatimes.com/markets/stocks/news/ajanta-pharma-sun-pharma-poised-to-tap-glp-1-opportunity-amid-market-shift-siddhartha-khemka/articleshow/129858466.cms

India's metabolic therapy market is transforming post-semaglutide patent expiry, shifting to a competitive, volume-driven model. With significant price drops and increased launches, demand is surging among millions needing obesity management. Broader specialist adoption and a growing prescriber base are fueling this expansion, promising substantial market growth.

Silver lining to market crash? Analysts say Nifty now at fair valuations after 9% March selloff; what lies ahead
https://economictimes.indiatimes.com/markets/stocks/news/silver-lining-to-market-crash-analysts-say-nifty-now-at-fair-valuations-after-9-march-selloff-what-lies-ahead/articleshow/129858631.cms

Middle East conflict sent oil prices soaring, impacting Indian markets. While valuations have cooled to fair levels, analysts caution against aggressive buying. The market remains fragile, with a durable bottom yet to be confirmed. Investors are advised to adopt a staggered or wait-and-watch approach, as the situation hinges on the war's duration and its effect on India's economy.

Concurrent Losers: 13 small-cap stocks decline for 5 consecutive sessions
https://economictimes.indiatimes.com/markets/stocks/news/concurrent-losers-13-small-cap-stocks-decline-for-5-consecutive-sessions/slideshow/129859504.cms

How GIFT City can reshape cross-border investing for domestic and international investors
https://economictimes.indiatimes.com/markets/stocks/news/how-gift-city-can-reshape-cross-border-investing-for-domestic-and-international-investors/articleshow/129859580.cms

GIFT City is transforming global investing for Indians and attracting foreign capital. Its unique IFSC structure offers a unified regulatory framework. NRIs and foreign investors find investing in India simpler with relaxed compliance and tax norms. The city is rapidly scaling as a financial hub, providing regulatory comfort and a stable environment for capital allocation.

Stock market open for only 3 days this week. Anand James on how to trade Nifty
https://economictimes.indiatimes.com/markets/stocks/news/stock-market-open-for-only-3-days-this-week-anand-james-on-how-to-trade-nifty/articleshow/129875260.cms

Indian stock markets will trade for only three days this week. This shortened trading period, combined with settlement holidays, is expected to increase market volatility. Investors should be aware of potential deferred reactions to global events. Nifty IT shows resilience, while PSU banks are in a corrective phase.

Iran war, crude, rupee among 8 factors to steer D-Street in holiday-shortened week
https://economictimes.indiatimes.com/markets/stocks/news/iran-war-crude-rupee-among-8-factors-to-steer-d-street-in-holiday-shortened-week/articleshow/129875293.cms

The Indian stock market faces a holiday-shortened week with significant headwinds. Geopolitical tensions from the Iran-Israel conflict, elevated crude oil prices, and a depreciating rupee are expected to weigh on investor sentiment. Foreign institutional investors continue their selling spree, adding to market uncertainties.

13 penny stocks plunge up to 90% in FY26. Are you affected?
https://economictimes.indiatimes.com/markets/stocks/news/13-penny-stocks-plunge-up-to-90-in-fy26-are-you-affected/slideshow/129875876.cms

In FY26, 13 penny stocks plunged between 50% and 90%, highlighting severe downside risks in low-priced equities. Screened for liquidity and size, these stocks underscore volatility, weak transparency, and manipulation concerns. Despite speculative appeal, such investments demand disciplined strategies and strong risk management to avoid significant capital erosion.