Market View 14th August, 2026

View on market: Volatility persists, eagerly searching for growth:

Asian markets traded higher as softer US inflation data and lower oil prices raised expectations that the Federal Reserve may keep interest rates unchanged next month. South Korea led gains, while Japan also moved higher, although Hong Kong remained under pressure. US markets extended their rally after fresh data showed signs of cooling inflation. Lower bond yields and reduced expectations of a rate hike supported investor sentiment. The S&P 500 closed at a record high, while technology stocks also posted strong gains. Indian markets ended mixed as global cues continued to influence sentiment. Metal and PSU banking stocks remained under pressure, while realty and FMCG stocks performed better. Overall, domestic markets remained cautious, with investors closely watching global inflation trends, interest-rate expectations and sector-specific movements.

Key Quarterly Results

3MINDIA, AFCOM, AGL, ASHOKLEY, BELRISE, BMW, CHOLAHLDNG, CIANAGRO, COCHINSHIP, CONTAINER, ELECTHERM, GENESYS, JAIBALAJI, JINDALPOLY, LUXIND, MAMATA, MAXESTATES, NATCOPHARM, NAVA, NIBE, NMDC, ORCHPHARMA, PATANJALI, SCHNEIDER, SOLARWORLD, TCIFINANCE, TIINDIA, ZEEMEDIA.

Economic Calendar:

• USD: Retail Sales Data on 14^th August 2026.
• IND: WPI and Passenger Vehicle Sales Data and Foreign Reserves Data and Bank Loan & Deposit Growth Rate on 14^th August 2026.
• USD: Industrial Production and Export & Import Data on 18^th August 2026.
• IND: Unemployment Rate and Export & Import Data on 17^th August 2026.

BROKERAGE RADAR:

BERNSTEIN ON MAX FINANCIAL:

Target ₹2080 Recommendation Outperform, Q1FY27 – Healthy growth, sharp margin expansion & deferred dilution, Margin expansion was led by yield-curve movements, favorable mix shifts, and cost optimizations, Company shared that the parent bank has increased its stake (desire to further hike their ownership), This will boost solvency and pushing out any potential capital raise plans for now.

CITI ON JUBILANT FOOD:

Target ₹670 Earlier Target ₹650 Recommendation Accumulate, Domino’s Holds Steady; Popeyes Emerges as Second Growth Engine, Strategic initiatives continue to drive positive LFL, Higher overall discretionary consumption could drive further LFL improvement and re-rating, Jubilant Food is preferred pick within QSR coverage, See LFL outperformance vs other QSR players and growth opportunity for Popeyes.

CITI ON TATA MOTORS PV:

Target ₹305 Earlier Target ₹320 Recommendation Sell, Q1 Results Much Below Estimates; Margin Headwinds Persist, Margin concerns for both businesses, Mgmt. outlook is positive for India, given healthy underlying demand, Due to continued increase in commodity costs, Q2 margin is also expected to be in line with Q1.

KOTAK SECURITIES ON SOLAR INDUSTRIES:

Target ₹11200 Earlier Target ₹10300 Recommendation Sell, All-round beat, Defense growth on Pinaka; explosives aided by high ammonium nitrate prices+, Order book of ₹21400 cr provides strong medium-term visibility for defense, Hike EPS estimate by 2-6%, reflecting strong execution during the quarter and faster-than-expected growth in the international explosives segment.

International Markets:

U.S & Europe:

*As per 14^th August.

Asian markets:

Stocks strong on Chart:

Commodities & Currency:

FIIs & DIIs:

Source: Moneycontrol, Bloomberg Quint, Investing

News Updates:

Source: Moneycontrol, Bloomberg Quint, Investing

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