Indian government bond prices recovered from initial losses on Monday, buoyed by expectations of further monetary policy easing despite a lower-than-expected surplus transfer from the Reserve Bank of India. Traders anticipate at least 50 basis points more in rate cuts in the coming months. Investors are now awaiting India s GDP data and the central bank s policy decision in early June.

Groww, the Indian online investment platform, has confidentially filed draft papers with the market regulator for an IPO aiming to raise between $700 million and $1 billion. The IPO will include a fresh issue of shares and stake sales by existing investors.

Aegis Vopak Terminals launched its IPO on May 26, aiming to raise ₹2,800 crore through a fresh issue of shares. Initial subscription rates were modest, with retail investors showing more interest than other categories. The funds will be used for debt repayment, acquiring a cryogenic LPG terminal, and general corporate needs, with shares expected to list on June 2.

Gold prices dipped amid easing US-EU tariff tensions, but technical indicators suggest an upward bias. Key support lies at Rs 95,200 with resistance near Rs 96,700. Analysts advise a buy-on-dips strategy as volatility compresses, awaiting cues from US macro data and Fed Chair Powell’s speech. Domestic rupee movement and geopolitical developments may keep MCX gold resilient.

Sandip Sabharwal suggests a positive market trend, driven by inflation undershooting RBI expectations and a weakening US dollar boosting emerging markets. While markets aren t cheap, corrections should be viewed as buying opportunities. He expresses skepticism about Eternal s quick commerce investments and notes the early monsoon s potential impact on various sectors. Divi s Laboratories looks promising, while Sun Pharma faces near-term challenges.

Reliance Power shares have surged 22.2% in the last six trading sessions, driven by strong Q4 FY25 results showing a net profit of Rs 126 crore compared to the previous year s loss. Technical indicators, including a buy signal on the Supertrend indicator, have further boosted investor sentiment. The stock has delivered impressive 91.7% returns over the past year.

The Indian logistics sector is poised for growth, driven by strategic international collaborations and a robust domestic market. This article delves into the sector s performance, outlook, and highlights key companies that are set to benefit from this positive trajectory.

The historical link between rising U.S. Treasury yields and a stronger dollar has broken in 2025, as yields surge on fiscal stress fears, not economic strength. Downgrades, declining foreign demand, and rising refinancing costs are straining markets, pressuring the dollar and equities amid economic slowdown and investor uncertainty.

Sandip Sabharwal suggests a potentially positive outlook for commercial vehicles due to economic growth and lower interest rates, favoring companies like Ashok Leyland and Mahindra & Mahindra. He expresses caution regarding Balkrishna Industries entry into the mass-market tire segment, citing potential negative impacts on valuation. Sabharwal also believes that the bullishness is built into the OMC stocks.

Belrise Industries IPO allotment is expected to be finalized today, following a strong subscription rate of 43.14 times. Investors can check their allotment status via MUFG Intime India or the BSE website. The IPO saw significant interest across all categories, with a grey market premium indicating a potential listing gain of 29%.