GRSE, Cochin Shipyard, BDL, other defence stocks tumble up to 6%. Time to buy?
https://economictimes.indiatimes.com/markets/stocks/news/grse-cochin-shipyard-bdl-other-defence-stocks-tumble-up-to-6-time-to-buy/articleshow/129967773.cms
Indian defence stocks experienced a significant drop of up to 6% on Thursday, with the Nifty India Defence index falling around 3%. This decline followed a sharp rally yesterday, driven by strong financial results from GRSE and Cochin Shipyard's inclusion in the F&O segment. Broader market weakness also contributed to the sell-off.
https://economictimes.indiatimes.com/markets/stocks/news/grse-cochin-shipyard-bdl-other-defence-stocks-tumble-up-to-6-time-to-buy/articleshow/129967773.cms
Indian defence stocks experienced a significant drop of up to 6% on Thursday, with the Nifty India Defence index falling around 3%. This decline followed a sharp rally yesterday, driven by strong financial results from GRSE and Cochin Shipyard's inclusion in the F&O segment. Broader market weakness also contributed to the sell-off.
Bank stocks fall up to 4% as RBI's forex rules may deliver Rs 5,000 crore shock
https://economictimes.indiatimes.com/markets/stocks/news/bank-stocks-fall-up-to-4-as-rbis-forex-rules-may-deliver-rs-5000-crore-shock/articleshow/129967854.cms
Indian bank stocks fell up to 4% as the Reserve Bank of India's aggressive currency defense measures threatened to cause losses of up to Rs 5,000 crore. These stringent forex curbs, including barring rupee non-deliverable forwards, sent the rupee surging but hit lenders by closing loopholes used to mitigate earlier restrictions.
https://economictimes.indiatimes.com/markets/stocks/news/bank-stocks-fall-up-to-4-as-rbis-forex-rules-may-deliver-rs-5000-crore-shock/articleshow/129967854.cms
Indian bank stocks fell up to 4% as the Reserve Bank of India's aggressive currency defense measures threatened to cause losses of up to Rs 5,000 crore. These stringent forex curbs, including barring rupee non-deliverable forwards, sent the rupee surging but hit lenders by closing loopholes used to mitigate earlier restrictions.
Nomura downgrades Indian stocks to Neutral from Overweight, suggests shifting to Korea, China
https://economictimes.indiatimes.com/markets/stocks/news/nomura-downgrades-indian-stocks-to-neutral-from-overweight-suggests-shifting-to-korea-china/articleshow/129968070.cms
Nomura has downgraded Indian equities to Neutral, citing elevated energy prices from the Iran war, AI market disadvantages, and a potential slowdown in domestic inflows. The brokerage warns that sustained higher oil prices and a weakening domestic investment cushion could pressure valuations, leading to a significant cut in its Nifty target.
https://economictimes.indiatimes.com/markets/stocks/news/nomura-downgrades-indian-stocks-to-neutral-from-overweight-suggests-shifting-to-korea-china/articleshow/129968070.cms
Nomura has downgraded Indian equities to Neutral, citing elevated energy prices from the Iran war, AI market disadvantages, and a potential slowdown in domestic inflows. The brokerage warns that sustained higher oil prices and a weakening domestic investment cushion could pressure valuations, leading to a significant cut in its Nifty target.
Nifty valuation near pre-Covid average, says Jefferies; tweaks stock portfolio
https://economictimes.indiatimes.com/markets/stocks/news/nifty-valuation-near-pre-covid-average-says-jefferies-tweaks-stock-portfolio/articleshow/129968404.cms
Nifty valuations have eased to near pre-Covid averages, prompting Jefferies to turn constructive on equities. The brokerage favours banks, pharma and real estate while trimming autos and cement. It sees moderate earnings growth ahead, with limited downside risks, supported by reasonable valuations and improving sector-specific outlook across markets.
https://economictimes.indiatimes.com/markets/stocks/news/nifty-valuation-near-pre-covid-average-says-jefferies-tweaks-stock-portfolio/articleshow/129968404.cms
Nifty valuations have eased to near pre-Covid averages, prompting Jefferies to turn constructive on equities. The brokerage favours banks, pharma and real estate while trimming autos and cement. It sees moderate earnings growth ahead, with limited downside risks, supported by reasonable valuations and improving sector-specific outlook across markets.
Stock Market Holiday 2026: Are NSE, BSE closed tomorrow on April 3 for Good Friday? Check market closing dates list
https://economictimes.indiatimes.com/markets/stocks/news/stock-market-holiday-2026-are-nse-bse-closed-tomorrow-on-april-3-for-good-friday-check-market-closing-dates-list/articleshow/129968672.cms
Indian stock markets will observe a holiday-shortened week, with closures on April 3 for Good Friday and earlier on March 31 for Shri Mahavir Jayanti. A total of 16 stock market holidays are scheduled for 2026, with several more upcoming throughout the year. MCX and NCDEX will also observe closures on these days.
https://economictimes.indiatimes.com/markets/stocks/news/stock-market-holiday-2026-are-nse-bse-closed-tomorrow-on-april-3-for-good-friday-check-market-closing-dates-list/articleshow/129968672.cms
Indian stock markets will observe a holiday-shortened week, with closures on April 3 for Good Friday and earlier on March 31 for Shri Mahavir Jayanti. A total of 16 stock market holidays are scheduled for 2026, with several more upcoming throughout the year. MCX and NCDEX will also observe closures on these days.
Ola Electric shares surge 17% in two days on strong March performance; daily orders exceed 1,000 units
https://economictimes.indiatimes.com/markets/stocks/news/ola-electric-shares-surge-17-in-two-days-on-strong-march-performance-daily-orders-exceed-1000-units/articleshow/129969170.cms
Ola Electric share price surged after strong March sales data signalled a recovery in demand. Improved service operations and rising registrations boosted investor sentiment, despite broader market weakness. While the stock remains significantly below its IPO and peak levels, the company sees sustained momentum driven by better customer experience and operational efficiency.
https://economictimes.indiatimes.com/markets/stocks/news/ola-electric-shares-surge-17-in-two-days-on-strong-march-performance-daily-orders-exceed-1000-units/articleshow/129969170.cms
Ola Electric share price surged after strong March sales data signalled a recovery in demand. Improved service operations and rising registrations boosted investor sentiment, despite broader market weakness. While the stock remains significantly below its IPO and peak levels, the company sees sustained momentum driven by better customer experience and operational efficiency.
Karnataka Bank shares tumble 6% after lender's Q4 deposits rise 4%, advances up 7%
https://economictimes.indiatimes.com/markets/stocks/news/karnataka-bank-shares-tumble-6-after-lenders-q4-deposits-rise-4-advances-up-7/articleshow/129969494.cms
Karnataka Bank shares saw a significant drop of nearly 6 percent on Thursday. This followed the release of the bank's provisional business update for the January-March quarter of financial year 2026. CASA deposits rose 10 percent year-on-year. Total deposits also saw growth. Advances increased by 6.9 percent year-on-year. The market weakness and global concerns also impacted the share price.
https://economictimes.indiatimes.com/markets/stocks/news/karnataka-bank-shares-tumble-6-after-lenders-q4-deposits-rise-4-advances-up-7/articleshow/129969494.cms
Karnataka Bank shares saw a significant drop of nearly 6 percent on Thursday. This followed the release of the bank's provisional business update for the January-March quarter of financial year 2026. CASA deposits rose 10 percent year-on-year. Total deposits also saw growth. Advances increased by 6.9 percent year-on-year. The market weakness and global concerns also impacted the share price.
More missiles or no war? How markets are reading Trump's latest signals
https://economictimes.indiatimes.com/markets/stocks/news/more-missiles-or-no-war-how-markets-are-reading-trumps-latest-signals/articleshow/129969754.cms
Indian markets plunged Thursday as President Trump's threats of escalating strikes on Iran spooked investors. The Sensex dropped significantly, mirroring a broader selloff across emerging Asian markets. Brent crude surged, and the dollar strengthened, further pressuring Indian equities already facing foreign outflows and a weakening rupee. Analysts anticipate continued volatility and economic pressure.
https://economictimes.indiatimes.com/markets/stocks/news/more-missiles-or-no-war-how-markets-are-reading-trumps-latest-signals/articleshow/129969754.cms
Indian markets plunged Thursday as President Trump's threats of escalating strikes on Iran spooked investors. The Sensex dropped significantly, mirroring a broader selloff across emerging Asian markets. Brent crude surged, and the dollar strengthened, further pressuring Indian equities already facing foreign outflows and a weakening rupee. Analysts anticipate continued volatility and economic pressure.
Tariff threat ain't over yet! Sun Pharma, other pharma stocks plunge up to 6%
https://economictimes.indiatimes.com/markets/stocks/news/tariff-threat-aint-over-yet-sun-pharma-other-pharma-stocks-plunge-up-to-6/articleshow/129969809.cms
Pharma stocks fell after reports that the Trump administration may impose tariffs—potentially up to 100%—on drugmakers not ensuring low prices in the US, raising concerns over costs and supply chains.
https://economictimes.indiatimes.com/markets/stocks/news/tariff-threat-aint-over-yet-sun-pharma-other-pharma-stocks-plunge-up-to-6/articleshow/129969809.cms
Pharma stocks fell after reports that the Trump administration may impose tariffs—potentially up to 100%—on drugmakers not ensuring low prices in the US, raising concerns over costs and supply chains.
Rising yields amid Middle East crisis trigger Rs 17,689 cr FPI outflow from FAR G-Sec
https://economictimes.indiatimes.com/markets/stocks/news/rising-yields-amid-middle-east-crisis-trigger-rs-17689-cr-fpi-outflow-from-far-g-sec/articleshow/129970297.cms
Global investors have withdrawn nearly Rs 17,700 crore from Indian government bonds since the Middle East conflict began, driven by rising risk aversion and inflation fears from soaring crude oil prices. This outflow has pushed domestic bond yields higher, with the benchmark 10-year bond exceeding 7% for the first time in over 20 months, making existing holdings less attractive.
https://economictimes.indiatimes.com/markets/stocks/news/rising-yields-amid-middle-east-crisis-trigger-rs-17689-cr-fpi-outflow-from-far-g-sec/articleshow/129970297.cms
Global investors have withdrawn nearly Rs 17,700 crore from Indian government bonds since the Middle East conflict began, driven by rising risk aversion and inflation fears from soaring crude oil prices. This outflow has pushed domestic bond yields higher, with the benchmark 10-year bond exceeding 7% for the first time in over 20 months, making existing holdings less attractive.
Jefferies adds Sai Lifesciences, increases weight in 3 bank stocks in latest model portfolio tweak. Check full list
https://economictimes.indiatimes.com/markets/stocks/news/jefferies-adds-sai-lifesciences-ups-weight-in-3-bank-stocks-in-latest-model-portfolio-tweak-check-full-list/slideshow/129970782.cms
Jefferies raises exposure to banks, pharma, real estate; adds Sai Life Sciences, SBI, HDFC Bank, Axis Bank, cuts BPCL, trims Mahindra amid sector outlook changes.
https://economictimes.indiatimes.com/markets/stocks/news/jefferies-adds-sai-lifesciences-ups-weight-in-3-bank-stocks-in-latest-model-portfolio-tweak-check-full-list/slideshow/129970782.cms
Jefferies raises exposure to banks, pharma, real estate; adds Sai Life Sciences, SBI, HDFC Bank, Axis Bank, cuts BPCL, trims Mahindra amid sector outlook changes.
Will FY27 be better than 'black swan' FY26 for markets? Here's what Motilal Oswal says
https://economictimes.indiatimes.com/markets/stocks/news/will-fy27-be-better-than-black-swan-fy26-for-markets-heres-what-motilal-oswal-says/articleshow/129971981.cms
Indian equities underperformed in FY26 due to global headwinds, FII outflows, and limited exposure to the AI boom, despite improving domestic earnings and policy support. Motilal Oswal expects FY27 to benefit from delayed effects of fiscal and monetary stimulus, narrower valuations, and a favorable base. Key stock picks include Bharti Airtel, SBI, ICICI Bank, M&M, Titan, and Infosys.
https://economictimes.indiatimes.com/markets/stocks/news/will-fy27-be-better-than-black-swan-fy26-for-markets-heres-what-motilal-oswal-says/articleshow/129971981.cms
Indian equities underperformed in FY26 due to global headwinds, FII outflows, and limited exposure to the AI boom, despite improving domestic earnings and policy support. Motilal Oswal expects FY27 to benefit from delayed effects of fiscal and monetary stimulus, narrower valuations, and a favorable base. Key stock picks include Bharti Airtel, SBI, ICICI Bank, M&M, Titan, and Infosys.
Nifty’s December bull case target at 29,480, says Axis Direct; names 15 stocks to ride Iran war-driven volatility
https://economictimes.indiatimes.com/markets/stocks/news/niftys-december-bull-case-target-at-29480-says-axis-direct-names-15-stocks-to-ride-iran-war-driven-volatility/articleshow/129972149.cms
Indian equities underperformed in 2025–26 due to global headwinds, FII outflows, and rising oil prices, despite improving domestic earnings and policy support. March 2026 saw a sharp correction amid geopolitical tensions. Axis Direct recommends high-quality stocks, advises maintaining 10-15% liquidity, and expects FY27 to offer buying opportunities, supported by a favorable base, structural reforms, and long-term corporate earnings growth.
https://economictimes.indiatimes.com/markets/stocks/news/niftys-december-bull-case-target-at-29480-says-axis-direct-names-15-stocks-to-ride-iran-war-driven-volatility/articleshow/129972149.cms
Indian equities underperformed in 2025–26 due to global headwinds, FII outflows, and rising oil prices, despite improving domestic earnings and policy support. March 2026 saw a sharp correction amid geopolitical tensions. Axis Direct recommends high-quality stocks, advises maintaining 10-15% liquidity, and expects FY27 to offer buying opportunities, supported by a favorable base, structural reforms, and long-term corporate earnings growth.
Gainers & Losers: Latent View and Ola Electric among 6 big movers on Thursday
https://economictimes.indiatimes.com/markets/stocks/news/gainers-amp-losers-latent-view-and-ola-electric-among-6-big-movers-on-thursday/slideshow/129979197.cms
Latent View, Ola Electric, Tata Chemicals, GRSE, Karnataka Bank and Acutaas Chemicals were among the top movers on Thursday as D-Street staged a strong recovery led by IT stocks.
https://economictimes.indiatimes.com/markets/stocks/news/gainers-amp-losers-latent-view-and-ola-electric-among-6-big-movers-on-thursday/slideshow/129979197.cms
Latent View, Ola Electric, Tata Chemicals, GRSE, Karnataka Bank and Acutaas Chemicals were among the top movers on Thursday as D-Street staged a strong recovery led by IT stocks.
Bajaj Finserv, ICICI Bank among 5 Sensex stocks hit 52-week lows; slip up to 15% in a month
https://economictimes.indiatimes.com/markets/stocks/news/bajaj-finserv-icici-bank-among-5-sensex-stocks-hit-52-week-lows-slip-up-to-15-in-a-month/slideshow/129981649.cms
Five BSE Sensex heavyweights including Bajaj Finserv, ICICI Bank, HDFC Bank, Kotak Mahindra Bank and Hindustan Unilever — slipped up to 16% in a month to hit fresh 52-week lows amid market volatility.
https://economictimes.indiatimes.com/markets/stocks/news/bajaj-finserv-icici-bank-among-5-sensex-stocks-hit-52-week-lows-slip-up-to-15-in-a-month/slideshow/129981649.cms
Five BSE Sensex heavyweights including Bajaj Finserv, ICICI Bank, HDFC Bank, Kotak Mahindra Bank and Hindustan Unilever — slipped up to 16% in a month to hit fresh 52-week lows amid market volatility.
PNB Q4 updates: Global business rises 11% YoY to Rs 29.72 lakh crore; advances jump 13%
https://economictimes.indiatimes.com/markets/stocks/news/pnb-q4-updates-global-business-rises-11-yoy-to-rs-29-72-lakh-crore-advances-jump-13/articleshow/129982315.cms
Punjab National Bank reported an 11% year-on-year rise in global business to Rs 29.72 lakh crore in Q4, with advances growing 13%. Domestic business and deposits also posted steady growth. The provisional update came after market hours, with PNB shares closing 0.4% higher on the NSE.
https://economictimes.indiatimes.com/markets/stocks/news/pnb-q4-updates-global-business-rises-11-yoy-to-rs-29-72-lakh-crore-advances-jump-13/articleshow/129982315.cms
Punjab National Bank reported an 11% year-on-year rise in global business to Rs 29.72 lakh crore in Q4, with advances growing 13%. Domestic business and deposits also posted steady growth. The provisional update came after market hours, with PNB shares closing 0.4% higher on the NSE.
What's the key to outperformance in stock market? Nithin Kamath explains
https://economictimes.indiatimes.com/markets/stocks/news/whats-the-key-to-outperformance-in-stock-market-nithin-kamath-explains/articleshow/129982880.cms
Nithin Kamath emphasises that diversified, long-term investing is the most reliable path to outperform the stock market. Highlighting operational challenges in portfolio analytics on Zerodha’s platform, he underscores that disciplined, steady portfolios outperform short-term concentrated bets, especially amid rising retail participation and market volatility.
https://economictimes.indiatimes.com/markets/stocks/news/whats-the-key-to-outperformance-in-stock-market-nithin-kamath-explains/articleshow/129982880.cms
Nithin Kamath emphasises that diversified, long-term investing is the most reliable path to outperform the stock market. Highlighting operational challenges in portfolio analytics on Zerodha’s platform, he underscores that disciplined, steady portfolios outperform short-term concentrated bets, especially amid rising retail participation and market volatility.
RBI clears Emirates NBD to acquire up to 74% stake in RBL Bank; lender to become foreign bank post acquisition
https://economictimes.indiatimes.com/markets/stocks/news/rbi-clears-emirates-nbd-to-acquire-up-to-74-stake-in-rbl-bank-lender-to-become-foreign-bank-post-acquisition/articleshow/129983475.cms
Emirates NBD has received RBI approval to acquire up to 74% stake in RBL Bank, making it a foreign bank post-acquisition. Voting rights will be capped at 26%, while regulatory relaxations facilitate the transition. The deal highlights rising foreign interest in India’s banking sector.
https://economictimes.indiatimes.com/markets/stocks/news/rbi-clears-emirates-nbd-to-acquire-up-to-74-stake-in-rbl-bank-lender-to-become-foreign-bank-post-acquisition/articleshow/129983475.cms
Emirates NBD has received RBI approval to acquire up to 74% stake in RBL Bank, making it a foreign bank post-acquisition. Voting rights will be capped at 26%, while regulatory relaxations facilitate the transition. The deal highlights rising foreign interest in India’s banking sector.
Stock market holiday today for Good Friday 2026: Are NSE, BSE and MCX open or closed on April 3? Check now
https://economictimes.indiatimes.com/markets/stocks/news/stock-market-holiday-today-for-good-friday-2026-are-nse-bse-and-mcx-open-or-closed-on-april-3-check-now/articleshow/129992986.cms
NSE Holidays for Good Friday 2026: NSE, BSE Holiday Today | Domestic stock exchanges NSE and BSE are closed for trading today on account of the Good Friday holiday. Commodity exchanges MCX and NCDEX will also remain shut.
https://economictimes.indiatimes.com/markets/stocks/news/stock-market-holiday-today-for-good-friday-2026-are-nse-bse-and-mcx-open-or-closed-on-april-3-check-now/articleshow/129992986.cms
NSE Holidays for Good Friday 2026: NSE, BSE Holiday Today | Domestic stock exchanges NSE and BSE are closed for trading today on account of the Good Friday holiday. Commodity exchanges MCX and NCDEX will also remain shut.
Pharma calls in sick after Trump’s 100% tariff threat
https://economictimes.indiatimes.com/markets/stocks/news/pharma-calls-in-sick-after-trumps-100-tariff-threat/articleshow/129993216.cms
Pharma stocks fell Thursday after reports of US President Donald Trump mulling 100% tariffs on imported branded and patented medicine makers spooked investors in a weak market.
https://economictimes.indiatimes.com/markets/stocks/news/pharma-calls-in-sick-after-trumps-100-tariff-threat/articleshow/129993216.cms
Pharma stocks fell Thursday after reports of US President Donald Trump mulling 100% tariffs on imported branded and patented medicine makers spooked investors in a weak market.