Market veiw: Markets further rally will depend on good results if the results dont improve there is a fear that todays rally will fail.

Market view: After the trade deal with America, there is a strong boom in the market. Nifty has jumped almost 700 points and crossed 25700. Bank Nifty has made a new HIGH. Midcap and smallcap are also seeing a rise of more than 3%. INDIA VIX also appears to have jumped 6% and is nearing 14. Capital market, realty, consumer durables and auto shares have gained more. These four sector indices have fallen by 3 to 5 percent. Besides, a strong rise has also been seen in defence, pharma, IT and metal. On the other hand, shares of Adani Group have seen a rise of up to 12 percent.

Impact of India-US trade deal on the market

Talking about the India-US trade deal and its impact on the market, CNBC-Awaaz Managing Editor Anuj Singhal said that the news that the market was waiting for has finally arrived. India-US trade deal announced. India-US trade deal has removed a major hurdle. After the budget, now the trade deal will add new life to the market. There are bullish signs from GIFT Nifty also.

Anuj Singhal advises to avoid new purchases after the rise of 800 points in Nifty. Bottom has been formed in the market at 24700. Those who short in today’s bull market will be in dire straits. There is also weekly expiry today, its effect will be visible. If the market becomes stable then the purchases by FIIs will also return. Today the strength of the rupee will also be in focus. Further rally in the market will depend on good results. If the results do not improve, there is fear of further failure of the rally.

Impact of India-US trade deal

A strong rally is possible in the entire market today. Tariff incidence is positive for pharma and healthcare companies. Keep a special eye on oil, gas and energy sectors. India has moved towards purchasing more oil from the US. Shrimp and seafood exporters can get a big boost from this deal. The textile sector will come into focus again. Auto and manufacturing stocks will also get support. Opportunity for capital goods and defense sector also. The IT sector can benefit from this deal.

Disclaimer: The views expressed on Moneycontrol.com are the personal views of the experts. The website or management is not responsible for this. Money Control advises users to seek the advice of a certified expert before taking any investment decision.

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Nifty 50 rises by 1250 points for the first time, trade deal between America and India brings ₹ 13 lakh crore – nifty gains above 1200 point first time in history sensex jumps above 85300 investors gains massively smallcap midcap shines top gainers adani ports bajaj finance eternal

Nifty historical jumps: The impact of trade finalization between America and India was strongly visible in the domestic market today. For the first time, there are chances of Nifty 50 increasing by 1000 points. Earlier on May 24, 2025, Nifty had risen by 936 points in intra-day. Not only is there a buzz in the Asian market, Gift Nifty has also crossed 26,150 with a jump of more than 1000 points. All Nifty sector indices are green. There is buying trend in midcap and smallcap stocks also. Overall, the market cap of companies listed on BSE has increased by ₹ 13 lakh crore, that is, the wealth of investors has increased by ₹ 13 lakh crore as soon as the market opened. Now talking about equity benchmark indices, BSE Sensex is currently at 84,175.05 with a rise of 2508.59 points or 3.07% and Nifty 50 is at 25,853.45 with a rise of 765.05 points or 3.05%. The record high of Nifty is 26,373.20 which it touched intra-day on January 5, 2026. The record high of Nifty is 26,373.20 which it touched intra-day on January 5, 2026.

What is the final deal between India and America?

Under the agreement, US President Donald Trump has announced to reduce the tariff on Indian products from 50% to 18%. Prime Minister Narendra Modi welcomed this historic step and called it a proud moment for 140 crore Indians. In his conversation with President Trump, Prime Minister Modi agreed to buy oil from America and Venezuela instead of Russian oil.

₹13 lakh crore jump in investors’ wealth

A trading day earlier i.e. on February 2, the total market cap of all the shares listed on BSE was ₹4,55,03,877.32 crore. Today i.e. as soon as the market opened on 3rd February, it reached ₹ 4,68,40,968.84 crore. This means that investors’ capital has increased by ₹13,37,091.52 crore.

Disclaimer: The information provided here is being provided for information only. It is important to mention here that investing in the market is subject to market risks. As an investor, always consult an expert before investing money. Moneycontrol never advises anyone to invest money here.

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Will these defense stocks rally after the budget? – which defense stocks will rally after budget 2026 watch video to know

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Defense Stocks: According to Goldman Sachs, the focus of defense spending in the budget has been especially on “Other Equipment” and capital purchases, which can directly benefit many domestic defense manufacturing companies. Goldman Sachs in its report has included Solar Industries, Bharat Electronics, Bharat Dynamics, Data Patterns and PTC Industries in the list of potential beneficiaries.

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Tension of sovereign gold bond investors increased – sovereign gold bonds sgbs fall 10 percent after budget 2026 tightens tax exemption rules watch video to know more

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SGB ​​Tax Rule: Budget 2026-27 has increased the concern of Sovereign Gold Bond (SGB) investors. The news of ending of tax exemption led to a huge fall of up to 10% in the prices of Sovereign Gold Bond (SGB) on Monday 2 February. In the budget, it has been proposed to change the rules of tax exemption for investors buying gold bonds from the stock market. The huge fall in gold prices in the international market also increased the concern of investors.

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Will these 9 stocks run away after the budget? – which 9 stocks did brokerage firms suggest to buy after budget 2026 watch video to know

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There is a lot of turmoil in the stock market after Budget 2026. There is only one question in everyone’s mind that which are those stocks or sectors which can benefit the most from this time’s budget announcements? Market experts and leading brokerage firms have identified 9 such stocks which can see tremendous growth in the coming time. These shares are related to those sectors which are expected to get big benefits in the long term from the budget announcements. These include many big names like L&T, Apollo Hospitals, TCS and Mahindra & Mahindra. So let us know about them in detail

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Q3 Results: Losses of Tata Group company increased, revenue also declined; Stock will remain in focus – tata chemicals q3 results loss widens to 93 crore revenue falls ebitda margins contract stock remains in focus after weak performance

Q3 Results: Tata Group’s Tata Chemicals Ltd has reported weak results in the third quarter (Q3). The company’s consolidated loss widened further on an annual basis due to declining operating earnings and rising costs.

The company suffered a net loss of Rs 93 crore in the December quarter. This loss in the same quarter last year was Rs 53 crore. That means there was a clear increase in losses on an annual basis.

Dull market, slight decline in revenue

Tata Chemicals’ revenue declined by 1.1 percent to Rs 3,550 crore. A year ago it was Rs 3,590 crore. This decline reflects weak demand and sluggish market conditions.

Operating performance was more impacted than revenue. EBITDA declined by 20.5 percent to Rs 345 crore, compared to Rs 434 crore in the same quarter last year. Along with this, EBITDA margin also declined to 9.72 percent, which was 12.09 percent a year ago.

₹54 crore impact of labor code

There was also a labor code impact of Rs 54 crore on Tata Chemicals’ earnings during the December quarter. Due to this, the profitability which was already under pressure became further weak.

Pressure in the first half too

Tata Chemicals’ consolidated revenue declined 2 per cent to Rs 7,596 crore in the first half of FY26 (H1FY26). Whereas EBITDA stood at Rs 1,186 crore, which is slightly less than Rs 1,192 crore in the same period last year.

These quarterly results clearly show that low margins and rising costs remain a big challenge for the company. Revenue didn’t fall much, but weak operating leverage widened losses.

Status of Tata Chemicals shares

Shares of Tata Chemicals closed 2.14 per cent lower at Rs 727 on the NSE on Monday, February 2. The stock is down 25.31% in the last 6 months. The market cap of the company is Rs 18.49 thousand crore.

Disclaimer: The information provided here is being given for information only. It is important to mention here that investing in the market is subject to market risks. As an investor, always consult an expert before investing money. Moneycontrol never advises anyone to invest money here.

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Meesho Share Price: Meesho shares fell 10% in two days, hit lower circuit; Buy, sell or hold now? – meesho share price 5 percent to hit lower circuit for second day should you buy sell or hold

Meesho Share Price: Shares of e-commerce sector company Meesho witnessed a sharp decline for the second consecutive day on Monday, February 2. The company’s shares fell 5 percent and reached their lower circuit. This decline is being seen after the announcement of quarterly results of MISH. Meesho said that in the third quarter of the current financial year, its net loss has increased 13 times on an annual basis. Besides, there has been a sharp increase in the expenses of the company, which has increased the concern of the investors.

Why did quarterly results increase concern?

Meesho released its first results after listing on the stock exchange on January 30. The company said its net loss widened to Rs 490.7 crore in the December quarter, which was Rs 37.4 crore in the same period a year ago. In its last quarter also the company had suffered a loss of Rs 411.4 crore.

However, there was a sharp jump on the expenditure front also. Meesho’s total expenses increased by 44 per cent to Rs 4,071.3 crore in the December quarter from Rs 2,822.8 crore in the same quarter a year ago. In the last quarter this expenditure was Rs 3,540.4 crore. In particular, advertising and sales promotion expenses, which almost doubled as a proportion of net merchandise value to 2.4 percent, put pressure on margins.

Company expects further improvement

Meesho’s management says that the pressure on margins in the current quarter is temporary. The company expects to see improvement in adjusted core earnings margins in the next two quarters. Recovery of logistics costs, operating leverage on user growth and benefits from investment in technology have been cited as important reasons behind this.

What is the opinion of brokerage firms?

Global brokerage firm Morgan Stanley has increased its target price on Meesho from Rs 169 to Rs 174. However, it also said that contribution margin in the December quarter was weaker than expected. The brokerage says that the main reason for this was the increase in logistics costs, the burden of which the company did not pass on to the customers.

Brokerage firm JM Financial has maintained its ‘reduce’ rating on Meesho shares and given a target price of Rs 160. The brokerage says that this quarter was a disrupted one for the company, where growth remained but the pressure on margins increased further.

According to JM Financial, the company recorded 26 percent year-on-year growth in net merchandise value, which was supported by a 34 percent increase in active transacting users. However, there was a slight increase in ordering frequency and a decline in average order value. The brokerage believes that clarity regarding profits still remains unclear. For this reason he has advised to adopt a cautious approach on the stock.

share status

Since the beginning of 2026, Meesho’s stock has fallen by about 13 percent. Since its listing on December 10, 2025, it has registered a decline of about 3.3 percent.

Disclaimer: The views and investment advice given by experts/brokerage firms on Moneycontrol are their own and not those of the website and its management. The website or management is not responsible for this. Moneycontrol advises users to consult certified experts before taking any investment decision.

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Stock Market Live Update: Sensex rises 372 points, Nifty near 24,900, Adani Ports, RIL, Asian Paints top gainers – live stock market today febuary 2 updates bse nse sensex nifty latest news crude moil rr kabel affle india share price

Stock Market Live Update: Opinion of Rahul Kalantri, VP Commodities at Mehta Equities

Gold and silver prices fell sharply from their record highs after the US President chose Kevin Wersh as the next Fed Chairman. Investors reacted negatively because Varsh was considered more aggressive on interest-rate policy than previous leaders. The decline was further supported by a stronger US dollar, higher treasury yields and good US inflation data (PPI and core PPI).

In India, the domestic premium in bullion got removed with no change in import duty in the Union Budget. There is a lot of volatility in the bullion market, but silver may find support near $68, while gold may remain around $4,510 this week.

Gold has support at $4655-4575, while resistance lies at $4840-4950. Silver has support at $74.8-69.75 while resistance is at $88.15-93.80.

In INR, gold has support at Rs 1,39,650-1,36,310 while resistance is at Rs 1,48,850-1,50,950. Silver has support at Rs 2,48,810, Rs 2,37,170, while resistance is at Rs 2,78,810-2,95,470.

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Market Cues: Today is a day of big reactions to the budget for the market, will the increase in STT have any impact today – market cues today is a day of big reactions to the budget for the market, will the increase in STT have any impact today

CNBC-Awaaz, Managing Editor, Anuj Singhal

Today is a day of big reaction on the budget for the market. FIIs were not there yesterday and their reaction will be available today. The most decisive level will be yesterday’s lowest level of 24571. If 24571 is broken then the risk of 24,000 will also increase. To regain confidence, it is necessary to close above 25,450. The counter trend rally had failed at 25,450 and there is also 20 DEMA of Nifty. But there is no doubt that the market’s confidence has been shaken by the budget. In such a situation, there is a danger of failure of the recovery of midcap and smallcap.

Market: today’s signals

Today’s biggest signal PCR has fallen to 0.59. Huge fluctuations are being seen in gold and silver. Brent crude also fell significantly by 5%. Global markets are in crisis when Indian markets are already weak. However, one good news amidst all this was the auto sales figures. If anyone can change sentiment, it is auto sales. On the one hand, the sales figures of all the companies have been excellent.

Budget: What’s the verdict?

If we remove the STT factor then the budget was not so bad. Yesterday the entire budget got overshadowed because of STT and my question is what was the need to change STT? If the logic is that 93% traders lose money then stop it. Or give some incentives for making long term investments. The biggest positive of the budget is the promotion of data centers and AI. Budget positive for datacentre investments: There is a 21-year tax holiday. There is a shortage of listed companies here but big money will be made here. Despite all this, this budget will be known only to increase STT. Budget comes every year, only some remain in memories. The last budget will be known for big income tax cuts. This budget will be used to increase STT.

Market: What should be the strategy now?

Understand one thing – we are in a bearish market. Not a complete bear market but a bearish market, there is a slight difference. In this market, the reward on good news is also good, but 70-80% of the shares are in a big decline at the moment. For now you have to stick with relative strength. Till now at least there was a place to hide metal, now there are terrible fluctuations there too. There was a big breakdown in capital market shares also yesterday. Today’s big test will be in money market and PSU bank shares. The auto sector is now back in the fresh entry zone. Auto sales are good and stocks have already fallen. Also, if commodity prices fall, it will be very positive. Apart from this, you can also focus on shares related to data centers.

What to do with gold and silver?

The biggest question of this year is: Has a top been formed in silver? Silver is now 40% below its high but still 2.5x above its low. Any global asset will carry this risk in a parabolic run, but the gold and silver rally was not just speculation. The rally is linked to fundamentals. Buy gold and silver now in decline? Make entry back in pieces in the next 1-2 months.

strategy on nifty

The first support is at 24,650-24,750 (Options Zone). Major support lies at 24,550-24,600 (yesterday’s peak). The first registration was at 25,000-25,100. Major resistance lies at 25,200-25,250 (200 DMA). Wait for the rally to fail and then short. In short trades, place a stop loss at the high of the first hour. Buy only after it remains above Rs 25,000 for at least an hour.

bank nifty strategy

You may not be able to take any trade in Bank Nifty today. The range of Bank Nifty is very large. Basic range will be 58,000-59,000 and big range will be 57,500-59,500.

(Disclaimer: The views expressed on moneycontrol.com are the personal views of the experts. The website or its management is not responsible for it. Money Control advises users that any investment decision Consult a certified expert before taking it.

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Stocks to Buy: Experts advised to buy these 9 stocks after the budget, know the complete details including target – stocks to buy after union budget 2026 experts recommend apollo hospitals mahindra and mahindra biocon l and t tcs zensar syrma sgs with target price and growth outlook

Stocks to Buy: The Union Budget presented on February 1 was overall in line with analysts and market expectations. Finance Minister Nirmala Sitharaman maintained emphasis on financial discipline. The government has increased capital expenditure by 9 percent to Rs 12.2 lakh crore.

This is expected to directly benefit the infrastructure and defense sectors. Along with this, focus has also been placed on employment generation. Funds have also been allocated in the budget for emerging sectors like data centres, artificial intelligence, tourism and MSME.

After the budget, three experts have suggested 9 stocks, which are expected to benefit from the announcement of the budget. Siddharth Khemka, Head of Research, Wealth Management at Motilal Oswal Financial Services has advised to buy these stocks.

Apollo Hospitals Enterprises | Target: Rs 9,015

Apollo Hospitals is expected to benefit from several initiatives of Budget 2026. This includes Regional Medical Tourism Hub, Caregiver Training, Accredited Clinic and Rs 10,000 crore Biopharma Shakti Mission. This is expected to increase the number of international patients, expand the hospital network and support clinical research. The company is working on a plan to add 3,660 beds in the next five years.

Mahindra and Mahindra Target: Rs 4,521

Mahindra and Mahindra may benefit from infrastructure capex of Rs 1 lakh crore, incentives for advanced construction equipment and revival of 200 industrial clusters. Along with this, emphasis on farm mechanization and rural productivity will support demand in tractor, construction equipment and mobility segments. The company targets 8x growth in SUVs and LCVs and 3x growth in the farm segment during FY20-30.

Biocon | Target: Rs 460

Biocon is expected to benefit from the Rs 10,000 crore Biopharma Shakti Mission. This mission focuses on biologics, biosimilars and noncommunicable diseases, which aligns with the company’s diabetes and oncology portfolio. The acquisition of Viatris’ biosimilar business further strengthens Biocon’s global presence. A strong recovery in earnings is expected during FY26-28.

Larsen and Toubro Target: Rs 4,500

L&T may benefit from budgetary support related to advanced infrastructure equipment, three dedicated chemical parks and revitalization of 200 industrial clusters. EPC opportunities will increase in infrastructure, hydrocarbon and defense sectors. Order inflows from the Middle East remain strong, with 10-15 per cent annual growth expected over the next five years. Revenue, EBITDA and PAT in the core EPC business are estimated to grow at 16 per cent, 19 per cent and 22 per cent CAGR, respectively, during FY25-28.

Shrikant Chauhan, Head of Equity Research at Kotak Securities, is advising to buy two stocks of Tata Group.

Indian Hotels | Target: Rs 830

Tata Group’s Indian Hotels Company is one of the largest companies in India’s hospitality sector. Due to its strong presence in the mid to premium segment and good positioning in business and leisure destinations, the company can benefit from favorable demand-supply conditions in the hotel sector.

Tata Consultancy Services | CMP: Rs 3,675

Tata Group’s TCS is positioned to be a core partner for clients across their cloud, data and AI needs. Better focus on mega deals, reducing sales slippage and new AI and M&A strategy are being considered positive signs for the company. Initial results have been encouraging.

Devarsh Vakil, Head of Prime Research at HDFC Securities, has suggested some stocks to investors, which can yield strong returns.

Sai Life Sciences | Target: Rs 1,160

Biopharma Shakti Yojana has been proposed in the budget, under which there is a plan to upgrade 3 new NIPERs and 7 existing institutes. Apart from this, a network of more than 1,000 recognized India clinical trial sites will be created. The Indian CRDMO market is expected to grow at a CAGR of 13-15 percent between 2024 and 2029. Sai Life Sciences is well positioned to take advantage of this growth as an integrated CRDMO. Revenue is expected to grow by 20 per cent and EBITDA and PAT CAGR by 28 per cent and 39 per cent respectively during FY25-28.

Syrma SGS Technology | Target: Rs 920

The government has proposed to increase the outlay of the Electronics Components Manufacturing Scheme to Rs 40,000 crore for FY26-27. Syrma SGS is in a strong position to benefit from the scheme with an order book of Rs 6,400 crore by December 2025. The company expects more than 30 percent annual growth in revenue and EBITDA in FY27.

Zensar Technologies | Target: Rs 830

Union Budget 2026-27 shows a big shift from digital first to intelligence first. Emphasis has been laid on simplifying the tax system for AI, semiconductor and IT sectors. This environment is a good fit for Zensar, which is focusing on AI-based solutions, operational efficiency and multi-sector diversification. The company’s strategic growth aligns with the country’s changing digital and industrial goals.

Budget 2026: Shock to small investors? These 5 budget decisions will have a direct impact on earnings

Disclaimer: The advice or opinions expressed on Moneycontrol.com are the personal views of the expert/brokerage firm. The website or management is not responsible for this. Moneycontrol advises users to always seek the advice of a certified expert before taking any investment decision.

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