TBO Tek shares jumped nearly 10% after reporting a 26% YoY rise in Q4FY25 PAT to Rs 59 crore. Revenue grew 21% to Rs 446 crore, while GTV touched Rs 30,832 crore for FY25, led by strong growth in international markets. The company also expanded into 15 new countries and reported healthy EBITDA growth.

Sensex rose 50% in 3 years, but 11 large-cap stocks surged over 1000%, delivering massive multi-bagger returns. Top gainers include Mazagon Dock, RVNL, Inox Wind, Cochin Shipyard, Apar, Zen Technologies.

Lakshmi Iyer from Kotak Alternate observes a significant narrowing of yield spreads between Indian and US bonds, reaching a 20-year low. Favorable domestic demand, controlled inflation, and the start of rate easing are strengthening Indian bonds. Concerns arise from tepid responses to US debt auctions and escalating Japanese bond yields, potentially impacting global markets and requiring central bank intervention.

Indian equities have rebounded sharply, driven by easing global tensions and strong earnings. PL Capital has identified 21 stocks with up to 35% upside, citing improving demand, favorable monsoon, and supportive macro trends despite global risks.

Ajay Srivastava says Indian markets are buoyed by domestic investor flows, but warns of overvaluation risks. He urges caution, especially for new investors, while identifying auto, hospitals, and undervalued sectors like sugar and paper as promising opportunities.

Prachi Deuskar, Smallcase Manager and Co-Founder of Lotusdew, considers a 12%–15% growth achievable under current conditions. “India s domestic demand picked up pace in Q4FY25, fueled by robust rural consumption, good crop yields, and supportive government measures,” she noted.

Indian equity markets closed higher on Friday, buoyed by positive Asian market trends and strong performance in FMCG stocks, easing investor concerns due to a decline in U.S. Treasury yields. The Nifty 50 and BSE Sensex both gained nearly 1%, with the Sensex surging 769 points.

The Indian rupee experienced a significant surge on Friday, marking its best single-day gain in over two years, climbing 0.9% to 85.2125 against the dollar. This rally was fueled by concerns surrounding U.S. fiscal health and trade tariffs, which weakened the dollar and boosted emerging market currencies.

Indian markets ended higher on Friday, led by FMCG and strong Asian cues. Top movers included Honasa, Reliance Power, and Emcure, while Waaree Energies fell sharply on global clean energy concerns.

Gold prices rose Rs 100 to Rs 98,750 per 10 grams in the national capital on Friday amid firm global cues, according to the All India Sarafa Association. The precious metal of 99.5 per cent purity appreciated by Rs 100 to Rs 98,300 per 10 grams (inclusive of all taxes).