Trent and BEL shares will be in focus as they join the BSE Sensex on June 23, replacing Nestle India and IndusInd Bank. The reshuffle is expected to trigger passive inflows of $304 million into Trent and $354 million into BEL. Their strong stock performance contrasts with the underperformance of the outgoing constituents, signalling investor confidence.

Goldman Sachs acquired nearly 11 lakh shares of TD Power Systems via block deals, valued at Rs 50.30 crore, at Rs 460 per share. The smallcap company reported a 26% YoY increase in net profit for Q4FY25, reaching Rs 44 crore, with net sales up by 40% to Rs 376.34 crore.

This can be seen as a potential indication of increased selling pressure.

Three Nifty500 stocks formed a bullish White Marubozu pattern on May 22, signalling strong intraday buying momentum.

Indian markets opened higher, driven by ITC and IT stocks, but concerns over foreign fund outflows and the U.S. fiscal outlook may limit gains. ITC s strong quarterly profit boosted its shares, while Sun Pharma declined due to a profit drop. Experts caution about rising U.S. bond yields and their potential impact on emerging markets like India.

Ultra-high-net-worth individuals and NRIs are increasingly viewing luxury items like art, watches, and cars as appreciating investments alongside status symbols. Indian art auctions have surpassed ₹1,000 crore, marking a historic high, while watches gain popularity among younger investors. This shift reflects a changing wealth mindset, where lifestyle choices intertwine with financial goals in a diversified portfolio.

Ashi Anand discusses IndusInd Bank s potential recovery with new management and priced-in irregularities, suggesting current holders could keep holding. She also touches upon the coal sector s deregulation efforts and favors asset/wealth management in capital markets. Anand expresses caution on pharma due to Revlimid base effects, highlighting stock-specific opportunities.

Despite macroeconomic turbulence and global tariff tensions, Saurabh Mukherjea remains bullish on his Marcellus portfolios. Backed by valuation discipline, high-quality stocks, and ample cash reserves, his CCP strategy targets uncorrelated businesses with strong moats. As market growth slows, Mukherjea sees opportunity in select value plays and resilient earnings, trimming underperformers and holding cash for tactical entry points.

HFCL Q4FY25 results showed a net loss of Rs 81.4 crore due to weak optical fibre cable demand. Despite challenges, HFCL expects 25–30% revenue growth in FY26, driven by full capacity utilisation and defence segment contributions. The company also announced a 10% dividend and a new senior appointment in international sales.

On Thursday, both gold and silver ended lower in domestic and international markets. Gold June futures settled at Rs 95,536 per 10 grams, down 0.07%, while silver July futures closed at Rs 97,796 per kilogram, losing 0.46%.