US Stocks: S&P, Nasdaq end lower as investors weigh Middle East conflict outlook

U.S. stocks closed mostly lower as President Trump’s conflicting messages on Iran and escalating Middle East conflict weighed on markets. Despite optimism over discussions, threats to the Strait of Hormuz and Iranian oil facilities fueled investor concerns. Fed Chair Powell’s comments on inflation offered some support, while financial stocks rose on new 401(k) guidelines.

RBI defers implementation of capital market exposures norms to July 1

The Reserve Bank of India has postponed new acquisition finance rules. The implementation is now set for July 1, 2026. This decision follows feedback from stakeholders. The central bank also updated its capital market exposures framework. These changes aim to clarify lending for mergers and acquisitions. The RBI is refining guidelines for domestic lenders.

Goldman Sachs picks stakes in Jio Financial, BHEL via block deals

Jio Financial Services and BHEL saw significant block deals today as global financial giants traded shares. Morgan Stanley offloaded stakes in both companies, with Goldman Sachs acquiring positions. Other block deals involved BNP Paribas transacting across Siemens Energy India, GMR Airports, LG Electronics India, and Max Healthcare Institute.

XED, India’s first GIFT city IPO, withdraws issue after weak demand

XED Executive Development, the first company ​from India’s low-tax ​GIFT City to launch an initial ​public offering, has withdrawn the IPO after delays with customer verification and weak market sentiments due to ‌the U.S.-Israeli ⁠war ⁠on Iran, it said on Monday.

Why Coal India’s arm CMPDI could be a buy even after 7% IPO debut crash today

CMPDI shares listed at a 7% discount amid weak demand despite strong fundamentals and institutional interest. Analysts remain cautious on near-term upside due to muted retail participation and broader market sentiment. While valuations appear reasonable, dependence on Coal India and sector risks remain key concerns for investors.

Jefferies screams buy on HDFC Bank, says valuation attractive after 25% dip

Jefferies maintains a bullish outlook on HDFC Bank, deeming its current valuation attractive after a significant stock decline. Despite recent concerns, the brokerage reiterates its ‘Buy’ rating, citing strong fundamentals and growth prospects. They believe the market has overreacted to governance issues, presenting a compelling investment opportunity with substantial upside potential.