Live Trump's steep tariffs are rocking markets and reshaping alliances. Follow the latest updates. NSE - Delayed Quote • INR NIFTY 50 (^NSEI) Follow 23,250.10 -82.25 (-0.35%) At close: 3:31:06 PM GMT+5:30 All News Bernstein says India could benefit if US recession hits Investing.com -- Bernstein believes India could emerge as a winner if the US economy enters a recession, given country’s unique economic resilience and strong domestic drivers. “The largest and the fifth-largest economies have in the past often been fairly independent of each other without strong linkages,” analyst at Bernstein said. Brokerage turned positive on India’s equity markets earlier this year after a cautious outlook in 2024, maintains that India’s macroeconomic recovery is already und Bernstein stays cautious on India exposure, prefers low volatility, large-caps Investing.com -- Bernstein maintained a cautious stance on India exposure despite early signs of market inflection, advising against chasing small/mid-caps and high-volatility stocks. The firm reiterated its preference for large-cap and low-volatility stocks, which it views as the “cheapest” styles relative to the market and beneficiaries of strong earnings tailwinds. Indian mutual funds need to focus on investor expectations, not just returns Investing.com -- Indian mutual funds should focus more on managing investor expectations rather than just chasing returns. Fund houses often overlook how retail investors react to market ups and downs, which affects long-term performance. Avoid Indian equities, stay long on bonds Investing.com -- Investors should steer clear of Indian equities as corporate profits are set to shrink, and economic growth is expected to decelerate. Bernstein says 'buy selectively' on Indian equities for 2025 Investing.com -- Bernstein says “buy selectively” on Indian equities for 2025, given macroeconomic challenges and earnings misses. It projects the Nifty 50 to reach 26,500 by the end of the year, a 12% return. Top trending global stocks of 2024 Here are the stocks that have reflected the key market trends of 2024 and have been closely watched by investors. Trending tickers: Nvidia, Adani, Target, Baidu and JD Sports The latest investor updates on stocks that are trending on Thursday. How to invest in the Indian stock market India’s stock market capitalisation topped $4.3tn to overtake Hong Kong as the world’s fourth-largest market. Bernstein remains neutral on Nifty, 8-9% return expected this year Bernstein Research has adopted a neutral outlook on the Nifty 50 index, India's benchmark stock market indicator. This position comes amid a complex investment environment, where global and domestic factors interplay to shape market sentiment and investor strategies. Bernstein’s neutral stance on the Nifty is rooted in its assessment that the Indian equity market is fully priced at current levels. RBI keeps interest rates unchanged at 6.5%, cuts Q1 GDP forecast Investing.com-- The Reserve Bank of India kept interest rates unchanged as widely expected, and reiterated that it will continue to withdraw accommodative policy to ensure a decline in inflation. India hikes taxes on futures and options trading gains Investing.com -- India's Finance Minister, Nirmala Sitharaman, on Tuesday announced a significant hike in the Securities Transaction Tax (STT), increasing it from 0.01% to 0.02%.This doubling of the tax rate will have a substantial impact on Futures and Options (F&O) traders, who will now face a considerably higher tax burden on their trades.The market reacted sharply to this news on July 23, with benchmark indices Sensex and Nifty dropping by over 1% each in the afternoon. Despite the initial p RBI keeps interest rates steady, hikes GDP outlook Investing.com-- The Reserve Bank of India kept interest rates unchanged as expected on Friday, but slightly hiked its annual growth forecast for the Indian economy amid persistent strength in consumption. FTSE 100, Europe and US stocks slide over rate cut pessimism as Indian voters decimate Modi majority Federal Reserve officials have warned against hoping for a pivot anytime soon as they wait for inflation to cool sufficiently – and when that time comes isn't clear. India’s Nifty 50 slides nearly 4% as early vote counting signals slim Modi win Investing.com-- Indian stocks fell sharply from record highs on Tuesday, reversing a bulk of their gains from the previous session as early vote counting in the closely-watched 2024 general election presented a less sweeping win for the BJP than expected. Nifty 50 price forecast according to CLSA Investing.com-- India’s benchmark Nifty 50 index is likely to gain in the coming months, with historical data indicating that the index usually performs favorably in an election year, CLSA analysts wrote in a note.