INDIA MARKET LENS

Markets news

Sensex and Nifty news from Indian share markets: the session, sector moves, institutional flows, commodities and the rupee.

Thursday, 29 October 2026

SC refuses mandatory disclosure of FPI, AIF portfolios, rejects Mahua Moitra's PIL

The bench noted that while AIFs and FPIs already submit investment-related disclosures to the regulator, there is no framework mandating public disclosure of their entity-wise…

Institutional Flows

Who is Bert Mueller? How an American got Mexican food ‘right’ in India and built a $23 million California Burrito chain

Who is Bert Mueller, and how did he build a $23 million California Burrito chain? Here's what you need to know:

US Fed FOMC pauses interest rates: Can Nifty bulls take charge or will RBI hike spoil the rally? Investors guide

The Fed’s decision to hold rates offered temporary support to Indian equities, but Emkay expects the RBI to raise rates by 75 basis points by February 2027. Elevated oil prices…

Monetary Policy

V-Guard Industries Q2 Results: Profit Jumps 71.5% To Rs 112 Crore, Revenue Rises 38%

V-Guard Industries reported strong September-quarter growth, with revenue rising 38.2% to Rs 1,853 crore and net profit jumping 71.5% to Rs 112 crore.

Quarterly Results

'Never Seen This Level Of Negativity': Sandeep Tandon Says The Next Rally May Be Closer Than You Think

Veteran investor Sandeep Tandon says foreign selling is easing, large-caps are due a comeback and mid-caps are crowded, while he turns positive on gold, power and pharma this…

Texmaco Rail Shares Jump 6% After Railways Expands Wagon Order By Rs 412 Crore

The Railway Board issued an amendment letter dated Oct. 28, raising the quantity for the manufacture and supply of BOXNS wagons from 3,400 to 4,420.

Infrastructure

OnEMI Technology rises 5% after Q2FY27 profit doubles to ₹125 crore

For the September quarter, OnEMI Technology Solutions reported a PAT of ₹125.12 crore, up 100 per cent Y-o-Y. The firm had earned a profit of ₹62.4 crore in the same quarter a yea…

Quarterly Results

IHCL, Adani Airports announce agreement for eight hotels with over 2K rooms

The properties will operate under the Taj, Vivanta, Gateway and Ginger brands across Mumbai, Ahmedabad, Lucknow and Guwahati, with most expected to open in three to four years

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India-US trade deal: 'Farmers or domestic industry won't be compromised,' says Piyush Goyal

He added that India always prioritises its domestic interests before entering into any free trade agreement (FTA).

SpiceJet’s market share falls to 0.6%, slips below Star Air for first time | What went wrong

IndiGo led September on-time performance at 91.1%, followed by Akasa Air at 90.8% and Air India Group at 81.7%.

India isn't out of the AI race as private equity investors see promise

In its 19 October report, investment bank Goldman Sachs estimated that prospective IPOs over the next 2-5 years could add $50-$100 billion in incremental market capitalization to…

Aeroflex zooms 18% on huge volume, over 31 mn shares change hands

Aeroflex Industries stock today: As many as 31 million shares representing 23.23 per cent of the company's total equity changed hands on the NSE and BSE on Thursday.

BT Explainer | Mutual fund direct plans to become default on AMC apps from Nov 1: What investors need to know

SEBI will make direct mutual fund plans the default option on AMC digital platforms from November 1, with investors opting for regular plans required to be informed about their…

Mutual Funds

Jefferies initiates coverage on NSE with ‘Buy’; here’s why it sees fresh growth potential

Jefferies has initiated coverage on NSE with a ‘Buy’ rating and a target price of Rs 2,085, indicating over 17% upside. The brokerage expects structural growth, market leadership…

2 outletsQuarterly Results

'Lost 90% of my wealth in 2008': At Ramayana's LA premiere, Namit Malhotra recounts hard times

Malhotra’s family net worth has been estimated at ₹16,000 crore in the Hurun India Rich List 2026, underscoring the scale of his recovery from the 2008 crisis.

'Indian People Are Like F****Animals': Anita Ramaswamy Calls Out Spanish Traveller Over Alleged Racism On Flight

Indian American columnist Anita Ramaswamy alleges a Spanish traveller made a racist remark about Indians while boarding a Kathmandu to Delhi flight.

How Shapoorji Pallonji's debt mounted and why repayment is a challenge

Shapoorji Pallonji is seeking fresh funds to meet its debt obligations, as high borrowing costs, repeated refinancing and difficulties in selling its Tata Sons stake complicate…

Property, stocks & bonds: BlackRock sees 4-fold jump in Indian household investments by 2035

BlackRock noted that domestic institutions had bought Indian equities for 38 consecutive months, including around $8 billion in September 2026, even as overseas investors resumed…

Apple opens pre-orders for 8 new products in India, from ‘Welcome Home’ to ‘Pro and Tell’: Full list

From a brighter tablet display to faster desktop performance and touch controls on a MacBook, Apple’s latest launches offer upgrades worth considering before you choose your next…

Why is market rising today? Sensex jumps 600 points, Nifty nears 22,900. 6 key factors behind Rs 3 lakh crore gains

On Thursday, the Indian stock market saw significant upward movement, propelled by the Federal Reserve's decision to maintain steady interest rates. The Sensex climbed by over 600…

2 outlets

Hyundai Bayon Launched At Rs 9.99 Lakh: Check On Road Prices In 7 Cities

Hyundai has launched the Bayon in India at an introductory ex showroom price of Rs 9.99 lakh. The SUV is available in seven variants, with on road prices varying across cities due…

A 90% Wealth Wipeout, Then A Rs 4,000-Crore Film: Ramayana Producer Namit Malhotra's Comeback

'Ramayana' producer Namit Malhotra reflected on his journey from losing 90% of his wealth in 2008 to spearheading one of India's biggest film projects, a two-part epic reportedly…

New Delhi-Varanasi Vande Bharat Sleeper: Inauguration, Train Timings, Amenities And Other Details

Union Railway Minister Ashwini Vaishnaw and Uttar Pradesh Chief Minister Yogi Adityanath will together flag off the service on October 31.

Infrastructure

Sensex jumps over 500 points, Nifty above 22,850 after Fed keeps rates unchanged. What lies ahead?

Following the Federal Reserve's recent decision, the Indian stock market surged, with Sensex rising by over 500 points and Nifty up by more than 150 points. Adani Ports and Power…

2 outletsADANIPORTSPOWERGRID

Aeroflex Industries shares surge 14% - What's behind the stock rally? What's next for the stock?

Aeroflex Industries shares surged over 14% in morning trade on the BSE on Thursday, with a strong 8-fold jump in volume. The stock has delivered multibagger returns of 185%…

Potential LTCG tax cut could revive FIIs’ India bet, says Jefferies: Which stocks may benefit most?

Jefferies sees a potential long-term capital gains tax (LTCG) cut as a possible trigger for foreign investors to return to Indian equities after record outflows. Banks, Reliance…

2 outletsRELIANCE

Nifty’s early comeback signal: Why largecaps are holding up as broader market slides

India’s equity market divergence suggests largecaps may be regaining leadership as mid- and smallcaps remain under pressure. The Nifty has recovered to broadly flat returns in…

2 outletsQuarterly Results

Sensex Expiry Today Prediction 29 Oct Thursday: Trading guide after US Fed FOMC outcome; support, resistance, strategy

The Sensex and Nifty opened 0.2% higher as investors weighed the Fed’s unchanged rates against elevated crude prices and foreign outflows. Ahead of monthly expiry, traders are…

Stock Market Today: Sensex Gains, Nifty 50 Above 22,700; Adani Ports, PowerGrid, BSE, Bharti Airtel Among Top Gainers

Among sectors, gains were seen in Nifty IT, Nifty FMCG, Nifty PSU Bank and Nifty Realty indices, while Nifty Metals and Nifty Private Bank saw selling.

3 outletsADANIPORTSPOWERGRIDBHARTIARTL

Online grocery delivery deal worth ₹1.6 lakh crore? DoorDash likely to make Instacart buyout official today: Report

DoorDash could announce a deal to buy Instacart as soon as Thursday, in a transaction reportedly valuing the grocery-delivery company at about $17 billion.

Order Wins & Contracts