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OnEMI Technology Solutions’ Rs 926 crore IPO opened with muted demand, seeing just 2% subscription early on Day 1. A modest GMP signals mild listing gains. While margins and profitability have improved, high unsecured lending exposure and regulatory risks keep brokerages cautious, suggesting investors wait for clearer growth visibility.
Global market expert Richard Harris anticipates minimal changes to U.S. monetary policy, emphasizing the Fed's independence. He notes that Big Tech's recent profitability stems more from cloud growth than AI, with Google leading the AI race but facing intense competition.
Japanese government bond yields rose on Thursday, with the benchmark 10-year yield hitting a 29-year high, as reports of U.S. military action to end Iran stalemate drove oil to a four-year high and fuelled inflation concerns.
OpenAI will roll out GPT-5.5-Cyber to critical cyber defenders, CEO Sam Altman said, adding the company will work with governments to enable trusted access. The move signals a push to deploy frontier AI in securing infrastructure against rising cyber threats.
HUL Q4 Results: Along with its Q4 earnings, the board has proposed a final dividend of Rs 22 per share. This is in addition to the interim dividend of Rs 19 per share declared in October 2025, taking the total dividend payout for the year to Rs 9,633 crore.
Indian stock markets are poised for a positive May, following an 8% gain in April, with historical data showing a bullish trend for the month. Domestic institutional investors (DIIs) have consistently provided support, often counterbalancing volatile foreign institutional investor (FII) flows. This DII strength is expected to aid market stability as May begins.
Narendra Solanki of Anand Rathi Shares & Stock Brokers guides investors on current market trends. He highlights durable companies in autos, banks, defence, and NBFCs. Solanki suggests focusing on two-wheelers and commercial vehicles in autos. He advises caution with Bandhan Bank but favors ICICI Bank and Axis Bank. Defence stocks require a long-term view.
Vedanta shares adjusted significantly post-demerger, appearing to crash but actually declining 5% as four entities (Aluminium, Power, Oil & Gas, Steel) were separated. This restructuring aims to unlock shareholder value by allowing independent businesses to be valued more fairly. The demerger, approved by NCLT, sees the base metals business remain with a restructured Vedanta, while new entities will list separately.
Bitcoin and Ethereum experienced declines following the US Federal Reserve's decision to hold interest rates steady. Despite market expectations, both cryptocurrencies faced pressure, with Bitcoin dipping below a key support level. The broader crypto market saw a slight dip, reflecting ongoing caution amid macroeconomic uncertainties, though underlying demand remains robust.
Gold and silver prices edged higher on Thursday, recovering from oversold levels but facing headwinds from persistent inflation concerns and elevated oil prices. The Federal Reserve's recent decision to hold interest rates, coupled with a divided vote, has shifted market expectations, with traders now ruling out rate cuts this year and anticipating potential hikes by March 2027.
NSE holidays 2026: Indian stock markets will observe a shortened trading week, with both NSE and BSE closed on Friday, May 1, for Maharashtra Day. A total of 16 holidays are scheduled for 2026, with 8 more closures to follow after this week. MCX will have a partial closure, while NCDEX will be fully closed.
Despite a struggling broader market, several penny stocks delivered exceptional returns, with some surging over 400% in just six months. These low-priced stocks significantly outperformed benchmark indices, driven by speculative interest and a shift towards higher-risk, higher-return segments by domestic investors seeking quick gains amidst global uncertainty.
Investors should remain invested in US markets despite record highs, says Naveen Kulkarni of Axis Securities PMS, citing diversification benefits against currency and geopolitical risks. He warns about concentration in tech stocks and AI-driven rally risks, while recommending disciplined global allocation and up to 5% overseas exposure via ETFs HNIs.
KFin Technologies saw a dip on Thursday after reporting a 4.6% YoY drop in Q4 FY26 profit, though revenue rose 23%. Jefferies maintained a “buy” rating with a Rs 1,200 target, citing strong MF and international growth. Despite short-term weakness and bearish technical signals, long-term prospects remain supported by robust fundamentals and expansion.
India's Torrent Power is set to inaugurate the first acquisition-funded corporate bond sale of the current financial year, in what would be the company's largest debt issuance to date, three merchant bankers told Reuters on Thursday.
Federal Reserve Chair Jerome Powell has indicated that he plans to remain on the central bank’s Board of Governors even after his term as chair concludes in May, a move that comes at a time when the institution is navigating heightened political scrutiny.
The United States economy continues to demonstrate resilience despite the recent energy price shock linked to geopolitical tensions involving Iran, Federal Reserve Chair Jerome Powell said on Wednesday, as per a Reuters report.
Samsung Electronics reported a dramatic surge in first-quarter earnings, driven by soaring memory chip prices amid a global artificial intelligence boom that has tightened supply across the semiconductor industry.
Geopolitical fears are driving crude oil prices higher, but Piper Serica's Abhay Agarwal believes this is a temporary, sentiment-driven spike. He anticipates a return to $60-70 levels within days. Agarwal highlights pharmaceuticals, EMS, and small banks/NBFCs as promising sectors, with mid and smallcaps poised to outperform largecaps due to shifting earnings drivers.
Indian promoters have reversed a two-year selling trend, investing over $4 billion into their companies since January 1, 2026, as valuations became more attractive after a market correction. This significant shift sees major stake increases in companies like Adani Enterprises and GMR Airports, signaling renewed confidence from insiders.
