HDFC Securities

Stock Market Updates

Stay updated with the latest happenings in the world of stock markets with our expert analysts

Author

HDFC Securities

Category

Business

Podcast website

www.hdfcsec.com

Latest episode

Jul 6, 2026

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Episodes

Opening Bell - 03 / 11 / 2025 03.11.2025

Opening Bell - Morning Commentary Indian Markets Pause After Four-Week Rally Indian markets ended their four-week winning streak in the first week of November 2025, with the Nifty declining 0.65% and the Sensex falling 0.55% to close at 25,722 and 83,938, respectively, marking a pause in the recent rally amid profit-taking. Sentiment turned cautious after the US Federal Reserve cut its benchmark i...

Opening Bell - 31 / 10 / 2025 31.10.2025

Opening Bell - Morning Commentary U.S. Stocks Move Lower As Meta, Microsoft Tumble The weakness on Wall Street came amid an adverse reaction to earnings reports from tech giants Meta Platforms and Microsoft. Facebook parent Meta plunged by 11.3 % to a five-month closing low after reporting better-than-expected third-quarter results but forecasting higher AI spending. Software giant Microsoft also...

Opening Bell - 11 / 08 / 2025 11.08.2025

Trump’s Tariff Shock: Indian Markets Weather Sixth Straight Week of Declines Trump's imposition of hefty tariffs on dozens of countries and a weaker-than-expected jobs report triggered concerns over economic growth. However, US markets recovered steadily, helped by strong quarterly earnings and lower volatility levels compared to earlier months. Technology stocks such as Nvidia and Apple led t...

Opening Bell - 06 / 08 / 2025 06.08.2025

Indian Markets Anticipate RBI Monetary Policy Easing US indices fell, erasing gains from Monday's rally, as tariff concerns and disappointing economic data weighed on markets. Losses were broad-based, with growth sectors leading declines following weaker-than-expected data. President Trump's threats to impose new tariffs on India and pharmaceuticals, combined with broader trade policy unce...

Opening Bell - 05 / 08 / 2025 05.08.2025

U.S. Markets Rally on Fed Rate Cut Expectations U.S. equity markets surged Monday, delivering their strongest single-day performance since May. The NASDAQ jumped 2.0% to 21,053.58, the S&P 500 gained 1.5% to 6,329.94, and the Dow rose 1.3% to 44,173.64. Tech megacaps led the advance, with Nvidia, Microsoft, and Meta reaching new highs. The rally followed last week's sharp selloff triggered...

Opening Bell - 04 / 08 / 2025 04.08.2025

All Eyes on RBI This Week The Indian stock market remained bearish for the fifth consecutive week, the longest in two years, marked by significant declines amid persistent global trade tensions and domestic uncertainties. Sentiments remained subdued, driven mainly by heavy selling from Foreign Institutional Investors, weak corporate earnings, particularly in banking and IT, and concerns over India...

Opening Bell - 01 / 08 / 2025 01.08.2025

Equities Lose Ground as Early Gains Fade U.S. stocks closed lower on July 31, with the S&P 500 down 0.37% and Nasdaq off 0.55%, as early optimism from Big Tech earnings faded amid late session volatility and cautious investor positioning. Strong earnings from Microsoft and Meta initially boosted sentiment and futures, but this enthusiasm was not broad-based. Other tech and semiconductor names,...

Opening Bell - 31 / 07 / 2025 31.07.2025

Donald Trump’s 25% tariff will hurt Indian market sentiments US President Donald Trump has announced a 25% tariff on India (plus a potential penalty) starting August 1. This is similar to the tariff announced on liberation day (April 2) and is somewhat higher than the overall weighted average tariff on all imports of 18%. Among EM peers, Vietnam, Indonesia and Philippines have lower tariffs than I...

Opening Bell - 30 / 07 / 2025 30.07.2025

Opening Bell - Morning Commentary S&P 500 and Nasdaq Snap Record Streaks After failing to sustain an early move to the upside, stocks gave back ground throughout the remainder trading session yesterday. The major averages pulled back well off their early highs before ending the day in negative territory. The pullback on Wall Street may have reflected profit-taking following the upward trend se...

Opening Bell - 29 / 07 / 25 29.07.2025

Opening Bell - Morning Commentary US Markets End Choppy Trading Day at New Record Closing Highs After moving modestly higher early in the session, stocks turned into a relatively lackluster performance over the trading day on Monday. Despite the choppy trading, the Nasdaq and the S&P 500 reached new record closing highs. The early strength on Wall Street came amid news that the U.S. and the Eu...

Opening Bell - 28 / 07 / 25 28.07.2025

Opening Bell - Morning Commentary Trade Deal Uncertainty Impacts Market Sentiments. US markets posted solid weekly gains, with the S&P 500 rising 1.1%, the Nasdaq gaining 1.2%, and the Dow advancing 1.3%. The S&P 500 achieved its fifth consecutive record close on July 25, reaching above 6,389 points—its longest winning streak in over a year. The Nasdaq crossed 21,000 for the first time, wh...

Opening Bell - 18 / 07 / 25 18.07.2025

Opening Bell - Morning Commentary Positive Economic Indicators Contribute To Record Highs On Wall Street The S&P 500 and Nasdaq closed at fresh record highs, extending a strong streak for major indices. Gains were driven by robust U.S. retail sales, upbeat jobless claims, and strong earnings results, especially from tech and consumer firms. With the continued upward move, the Nasdaq and the S&...

Opening Bell - 17 / 07 / 25 17.07.2025

Opening Bell - Morning Commentary Volatility on Fed Chair Drama U.S. markets advanced modestly as a mix of strong bank earnings and cooler inflation readings helped calm investor concerns about ongoing trade tariff tensions. Stocks experienced notable volatility mid-session after reports that President Trump was preparing to fire Fed Chair Jerome Powell. Stocks quickly rebounded when Trump clarifi...

Opening Bell - 10 / 07 / 25 10.07.2025

Opening Bell - Morning Commentary Nvidia leads the market higher. Nvidia helped fuel a tech rally that saw the AI darling jump by 1.8 per cent and become the first public company to reach a market capitalisation of $4 trillion. Equity markets closed higher on Wednesday, following President Trump's announcement of new tariffs on seven countries. To date, President Trump has announced new tariff...

Opening Bell - 08 / 07 / 25 08.07.2025

Opening Bell - Morning Commentary U.S. Stocks Pull Back Sharply Amid Renewed Trade Concerns, India Awaits a Trade Deal. Shares on Wall Street fell after Trump sent letters to 14 countries, including Japan and South Korea, unveiling sharply higher tariffs on imports into the United States, while also postponing their implementation to August 1. The imposition of a 25% levy on U.S. importers of all...

Opening Bell - 26 / 05 / 25 26.05.2025

Opening Bell - Morning Commentary Global shares breathe a sigh of relief as Trump delays European Tariffs - Indian markets are poised to open positively. President Trump had initially planned to impose a 50% tariff on imports from the European Union, effective June 1, which had negatively impacted global markets. The reversal of this stance is now helping Western markets recover from their earlier...

Opening Bell - 21 / 05 / 25 21.05.2025

Opening Bell - Morning Commentary U.S. Markets Retreat as Investors Reassess Recent Optimism U.S. equity markets closed modestly lower Tuesday during a session marked by minimal economic data releases. The pullback follows a robust rebound over the past month, prompting investors to question the sustainability of recent optimism fuelled by apparent easing in trade tensions and inflation concerns....

Opening Bell - 20 / 05 / 25 20.05.2025

Opening Bell - Morning Commentary Japan's PM Raises Alarm on Economic Challenges, Late U.S. Market Recovery to Boost Our Markets' Opening. US stocks recovered from steep early-session losses and closed slightly higher on Monday. Investors digested news that a major ratings agency had downgraded its U.S. federal government debt assessment. The major averages climbed well off their session l...

Opening Bell - 19 / 05 / 25 19.05.2025

Opening Bell - Morning Commentary US Credit Rating Downgrade to Temper Global Market Sentiment, Local Small and Midcap Stocks are likely to Remain Resilient. Moody’s Investors Service cut the United States' credit rating, citing concerns over rising debt and political deadlock. This is a jolt to US markets, though it may not impact it immediately, as Moody’s is the last of the three major cred...

Opening Bell - 14 / 05 / 25 14.05.2025

Opening Bell - Morning Commentary Trade war truce between USA & China lifts sentiments across the globe, lower inflation print will propel the RBI to cut rates in the forthcoming policy The S&P 500 and the Nasdaq closed higher on Tuesday for a second straight day after softer-than-expected inflation numbers added to investor optimism after the U.S. and China announced a trade truce on Mond...

Opening Bell - 13 / 05 / 25 13.05.2025

Opening Bell - Morning Commentary Markets to digest recent gains U.S. equity markets rose sharply to start the week, as the United States and China agreed to a 90-day pause on the escalating tariffs placed on each other and will temporarily reduce their respective levies. The two countries announced this in a rare joint statement following high-stakes trade talks over the weekend. The Dow closed h...

Opening Bell - 09 / 05 / 25 09.05.2025

Opening Bell - Morning Commentary US stocks rose on a trade deal with the UK - Our markets fell as geopolitical tensions escalated. U.S. equity markets closed higher on Thursday, following a trade agreement between the U.S. and U.K., Which is expected to lower U.S. tariffs on products such as autos, steel, aluminium and aerospace engines imported from the U.K. This is the first trade agreement wit...

Opening Bell - 06 / 05 / 25 06.05.2025

Opening Bell - Morning Commentary Emerging Markets currency Index rises to an all-time high - Expect more demand for emerging markets assets. U.S. equity markets closed modestly lower on Monday, with the S&P 500 snapping a streak of nine consecutive days with positive returns. The energy sector was a laggard, declining by 2%, driven by a fall in oil prices following an announcement that OPEC+...

Opening Bell - 02 / 05 / 25 02.05.2025

Opening Bell - Morning Commentary Record GST numbers since its launch. U.S. stocks advanced on Thursday, with the Dow and S&P 500 posting their eighth straight session of gains after strong results from mega-caps Microsoft and Meta eased concerns about artificial intelligence spending. Microsoft surged 7.6% and closed at its highest level since late January, driven by an upbeat quarterly growt...

Opening Bell - 30 / 04 / 25 30.04.2025

Opening Bell - Morning Commentary Corporate Results and Global Politics to Steer Markets U.S. equity markets closed higher on Tuesday, with the S&P 500 extending its winning streak to six consecutive days. Stocks finished in positive territory after fluctuating between modest gains and losses during choppy trading as investors evaluated recent corporate earnings, economic data, and trade polic...

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