Latest Market News By Kotak Securities

India's Trent stock dropped 40-45% in 2025 on slowing growth and margin pressure—but is this a warning sign or a buying opportunity? Read more to find out.

Indian markets witnessed a huge liquidity surge on Nov 26 as FIIs (Foreign Institutional Investors) and DIIs (Domestic Institutional Investors) bought in unison. With FIIs pouring in ₹4,778 cr and DIIs adding ₹6,248 cr, this rare "double engine" buying spree might be a signal of a potential sentiment shift ahead of the monthly expiry.

Gold and silver prices in India have surged to record highs, driven by global rate-cut expectations, a weaker dollar, and currency movements. Investors should watch Fed signals, rupee trends, and seasonal demand to gauge the next move in bullion.

Lupin, TPG, and EQT are considering buying Vitabiotics for £1 billion to grow in the nutraceutical market. This deal could change Lupin’s global presence, but valuation, integration, and regulations pose risks.

Oil India has started drilling a 6,000-metre offshore well in the Kerala–Konkan Basin. With India importing 80% of its oil, this campaign could be crucial. But can this deepwater push uncover the reserves India needs? Read more to find out.

Wakefit Innovations, the Peak XV-backed home solutions unicorn, is set to launch its IPO on Dec 8—targeting a valuation of more than ₹6,000 cr. Should investors weigh its growth against market competition? Read ahead to find out!

Meesho’s IPO opens on December 3 with a price band of ₹105-111, targeting a valuation of nearly $6 billion. The issue combines a fresh fundraise for technology and marketing with an Offer for Sale by early backers.

Oil prices fell as hopes of a ceasefire in Ukraine reduced the war-risk premium, while rising US crude inventories signalled near-term oversupply. The decline may influence inflation, corporate margins, sector rotations, and future market flows as traders watch OPEC+ and inventory data closely.

Zydus Lifesciences has entered into an exclusive agreement with US-based RK Pharma to license and commercialise a new sterile injectable supportive care product for the US market. RK Pharma will manufacture the product while Zydus will manage submission and launch, with filing expected in 2026. The companies estimate a market size of 6.2 million units.

The US has proposed a draft peace plan for the Russia-Ukraine war, easing global risk sentiment. Oil and commodity prices dipped, equity futures firmed, and India may see lower import costs, softer inflation, sector rotation, and shifting investor flows as talks progress.

Crude oil prices hovered near 1-month lows as progress in Ukraine peace talks tempered geopolitical risk premiums and raised expectations of sanction relief on Russian supply. Benchmarks saw mild rebounds supported by hopes of a US Federal Reserve rate cut, though weak demand signals and oversupply pressures limited upward momentum.