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Sebi tightens screws on merchant bankers with phased net-worth requirements, liquidity norms
Sebi has introduced a phased hike in net-worth and liquid capital norms for merchant bankers starting January 2026, alongside tighter underwriting limits, governance standards and revenue thresholds. The move aims to strengthen market intermediaries amid Indias booming IPO pipeline, ensuring stronger compliance, better capital buffers and improved investor protection.
Indira IVF, Chartered Speed, Jerai Fitness among 8 IPOs approved by Sebi
Sebi has cleared eight companies, including Indira IVF, Chartered Speed, Glass Wall Systems, Shriram Food Industry, RKCPL, Tempsens Instruments, Jerai Fitness and Rays of Belief, to proceed with IPO plans. The approvals span healthcare, mobility, infrastructure and consumer sectors, signalling steady regulatory momentum ahead of an expected listing window in 2026.
Aequitas Investment founder Siddhartha Bhaiya passes away at 47
A chartered accountant, Bhaiya founded Aequitas in 2012, to break free from the conventional ways of wealth generation of investors
Stock markets start 2026 strong: Nifty at lifetime high, Sensex rallies 0.7%
Sebi Chairman Tuhin Kanta Pandey said the Sensexs 40-year journey mirrors Indias transformation from manual, inward-looking markets to a globally integrated, technology-driven ecosystem. Speaking at a BSE event, he highlighted how the indexs evolving composition reflects shifts in industry, governance, innovation and long-term value creation across decades.
Company expects December quarter to be best-ever, guides for over Rs 335 cr FY26 revenue
Cupid expects Q3 FY26 to be its best-ever quarter, driven by strong demand and smooth execution. The company said its order book is at a record high and expressed confidence in surpassing its FY26 revenue and profit guidance. Capacity expansion and new FMCG products are also progressing as planned.
FDs vs small savings schemes: Which one should you choose and why?
For the eighth consecutive quarter, the government has kept the interest rates for small savings schemes unchanged.
US stocks open higher on first trading day of 2026
The Dow Jones Industrial Average rose 42.7 points, or 0.09%, at the open to 48,105.98. The S&P 500 rose 32.6 points, or 0.48%, at the open to 6,878.11, while the Nasdaq Composite rose 239.5 points, or 1.03%, to 23,481.493 at the opening bell.
Mutual funds investors miss overseas markets boom
The asset under fund of funds (FoF) of MFs investing in global markets increased 28% to 35,965 crore in November, against 28,065 crore in January due to mark-to-market gains.
SEBI plans 5- and 10-year tech roadmap for market institutions
An AI-driven inspection tool for cyber health checks of regulated entities is also under development
Indias gherkin exports may drop by a tenth due to US tariff
Weakening rupee helps offsets impact to some extent, say exporters
Adani Enterprises launches Rs 1,000-crore third public issue of NCDs, offers up to 8.90% yield
Ahmedabad, Adani Enterprises Limited (AEL), the flagship company of the Adani Group, on Friday announced the launch of its third public issuance of secured, rated, listed, redeemable, non-convertible debentures (NCDs) of Rs 1,000 crore, offering up to 8.90 per cent per annum.
The rise of family offices and changing investment landscape
They are increasingly diversifying wealth across various asset classes
Gold climbs 1,100 to 1.39 lakh per 10g in Delhi markets
Silver prices also surged by 4,000 to 2,41,400 per kilogram
PNB Q3 updates: Global business grows 9.6% YoY to Rs 28.92 lakh crore, advances jump 11%
PNB reported a steady Q3 update with global business rising 9.6% YoY to Rs 28.92 lakh crore and advances growing 11%. Deposits saw healthy expansion, while domestic business improved 9% YoY. The banks shares gained over 1% as it continued to trade above key moving averages, reflecting strong investor interest.
Mutual funds: Zerodha, Motilal Oswal among three new fund offers open for subscription in January
As 2026 begins, investors can consider three new fund offers (NFOs) open for subscription in January, including the Zerodha Nifty Short Duration G-Sec Index Fund, Motilal Oswal Diversified Equity Flexicap Passive FOF, and Groww Nifty Chemicals ETF.
Maruti Suzuki India, Reliance Industries among 5 Sensex stocks hit 52-week highs
Five Sensex heavyweights, Maruti Suzuki, SBI, Reliance Industries, L&T, and M&M, hit fresh 52-week highs on Friday amid a strong market rally.
LIC's losses mount to Rs 10,445 crore in ITC in 2 days as stock plummets 13% after tax hike
LIC has incurred losses of over Rs 10,400 crore in just two days as ITC shares plunged 14% following a steep excise duty hike on cigarettes. The tax increase triggered heavy selling and multiple broker downgrades, with analysts warning that significant price hikes may be required to offset the higher duty burden.
India bonds dip as supply fears loom before state debt plans
Indian government bonds slipped on Friday after a weak auction revived supply concerns, with traders wary ahead of the states' January-March borrowing calendar due later in the day.
Marico Q3 Update: Revenue growth in high twenties; India volumes edge higher
Marico delivered a steady Q3 performance with revenue growth in the high twenties and improving India volumes. Lower copra costs aided margins, while Parachute remained resilient and value-added hair oils grew strongly. International markets posted double-digit growth. Marico expects sustained volume-led expansion and sequential margin improvement in the coming quarters.
Banking, metal & auto stocks lift Nifty to record high, Sensex jumps 573 points
Coal India, NTPC, Hindalco lead gainers, ITC drags
Gainers & Losers: Ola Electric among 6 stocks that were in focus on Friday
Indian equity benchmarks ended Fridays session firmly in the green, supported by strong buying in auto, metal and PSU banking stocks. While Ola Electric and Coal India emerged as key gainers, stocks such as ITC and Cupid witnessed sharp selling pressure.
Indian markets still costly but defensible: Where Prateek Agarwal sees opportunity in 2026
Prateek Agarwal, MD & CEO of MOAMC says 2026 could mark a selective recovery for Indian equities as earnings improve, valuations ease and foreign investors return. After a narrow, FPI-driven market in 2025, broader participation may emerge if Q3Q4 results remain strong and currency stability supports renewed global risk appetite.
Rupee down, slips for second week as dollar demand outlasts likely RBI support
The Indian rupee ended lower on Friday, breaking below the critical 90-per-dollar mark and logging a second straight weekly decline amid persistent year-end dollar demand.
Rupee slips past 90/$ level, settles 22 paise down at 90.20 against US dollar
Forex traders said persistent foreign fund outflows and strong dollar demand from importers further dented investor sentiment
Delhi-NCR sees 15 pc fall in new office supply last year, Mumbai logs 37 pc drop: Colliers
Delhi-NCR and Mumbai property markets witnessed a decline in new supply of office spaces during the last year by 15 per cent and 37 per cent, respectively, despite strong demand for prime workspaces from domestic and overseas firms, according to Colliers.
Vodafone Idea gains 1.6% despite analyst skepticism on AGR relief package
Analysts remain concerned about Vodafone Ideas long-term viability despite a slight share price rebound, due to high debt and inadequate earnings, even with the governments relief package deferring major AGR dues
India's real estate sector set for measured yet sustainable growth in 2026
As India entered 2026, the real estate sector is positioned for measured yet sustainable growth across all major segments, industry experts said on Friday, adding that strong fundamentals, expanding premium housing, and adaptive retail and logistics ecosystems will continue to attract both domestic and international capital.
Britain's FTSE-100 hits 10,000 mark, getting 2026 off to strong start
London's blue-chip FTSE 100 index hit the symbolic 10,000 points mark for the first time on Friday, the latest sign of surging stock markets around the world, and a positive start to 2026 for the long unloved British market.
Gold or silver in 2026? Experts share allocation strategies after record gains
After a strong 2025 in which silver surged 170% and gold rose 76.5%, attention is turning to how investors should position these metals in 2026. Ongoing macroeconomic uncertainty, changing monetary policies, and shifting market sentiment are prompting analysts to reassess the roles of gold and silver in investment portfolios going forward.
Gold and silver showing signs of euphoria after blistering rally, warns ICICI Prudential's S Naren
ICICI Prudential AMC CIO S Naren has cautioned investors against rising euphoria in precious metals after a sharp rally, urging a shift towards balanced asset allocation. He expects Indian equities to outperform global peers in 2026, recommending selective risk-taking, flexible investment strategies and greater equity exposure amid improving relative valuations.
Aluminum prices top $3,000 for the first time since 2022 as supply risks grow
Global aluminium prices surge to $3,000 per tonne, the highest in over three years, driven by Chinas production cap, rising demand in key sectors, and supply disruptions like South32s Mozal smelter shutdown. Indian aluminium futures rise modestly amid cautious market sentiment, with medium-term support intact.
India's top smallcap multibagger hunter Siddhartha Bhaiya passes away after cardiac arrest
Siddhartha Bhaiya, a prominent PMS fund manager, has passed away. He was the Managing Director of Aequitas, a firm managing Rs 7,700 crore. Bhaiya was known for identifying multibagger smallcap stocks. His passing occurred on December 31, 2025, due to a cardiac arrest in New Zealand.
Indias commercial vehicle sector may be nearing a recovery in 2026 as improving sales trends, supportive policy measures and infrastructure-led demand lift sentiment. Analysts and management commentary point to early signs of an upcycle, with buses, trucks and tractors benefiting from GST reforms, public spending and favourable rural conditions.
Cupid shares plunge 20% on profit booking, end 13-session unbeaten rally
Cupid shares fell sharply on Fridat after a 13-session unbeaten rally, driven by heavy profit booking and strong volumes. The stock, which hit a 52-week high on Thursday, remains deeply overbought with RSI at 93 and MFI at 100. Despite the correction, Cupid has delivered 452% returns over the past year.
Tata, Foxconn, Motherson lead Indias mobile enclosure manufacturing push to cut China reliance
Out of the total 41,863 crore announced in investments, the three projects by Tata Electronics, Foxconn's India subsidiary and Motherson's alone will account for 27,166 crore investment.
2 top stock recommendations from Dharmesh Shah
Indian markets begin 2026 with significant gains. The Bank Nifty has surpassed 60,000, and the broader Nifty is targeting 26,700. Market strategist Dharmesh Shah anticipates continued upward movement. Key stock recommendations include L&T and Adani Port, both showing strong technical setups for potential growth in the new year.
Coal India shares surged to a 52-week high after announcing that foreign buyers from Bangladesh, Bhutan, and Nepal can directly participate in SWMA e-auctions from 1 January 2026. The move aims to enhance transparency, efficiency, and global market integration.
Adani Enterprises to launch 1000 crore public NCD issue on January 6
The secured redeemable NCDs, rated AA- by CARE and ICRA, will close on January 19 and are being offered on a first-come-first-served basis
Euro zone bond yields edge up on first trading day of new year
Euro zone government bond yields rose on Friday, with investors looking ahead to a year that will be marked again by hefty new debt sales, the impact of German fiscal stimulus and geopolitical headwinds.
Taimur Baig on the AI, Fed, inflation and the dollars next move
As 2026 begins, investors face AI exuberance, US interest rate uncertainty, and India's geopolitical challenges. DBS Bank's Taimur Baig sees AI valuations as justified for major tech firms but warns of Chinese competition. He anticipates financial repression in the US, potentially weakening the dollar, and highlights geopolitics as India's primary risk.
Motilal Oswal has maintained a cautiously optimistic stance on the Indian IT sector for calendar year 2026, acknowledging near-term challenges from seasonal furloughs and wage pressures while highlighting a gradual recovery driven by AI-led demand.
Multibaggers: 10 stocks with profit margins above 10% for 8 straight quarters. Do you own any?
Several Indian stocks have delivered strong two year returns while consistently maintaining net profit margins above 10% for eight consecutive quarters, highlighting sustained earnings quality alongside significant share price appreciation across sectors.
F&O Radar| Deploy Bull Call Spread in Nifty to play a capped risk-reward amid bullish outlook
The Nifty 50 remains in a consolidation phase within a defined range but continues to show structural strength above key support levels. Analysts maintain a bullish outlook, recommending buy-on-dips and option strategies like bull call spreads to capitalise on potential upside.
Sensex jumps 500 pts, Nifty above 26,300 level as banking, auto, PSU stocks lead rally
The gains were further underpinned by confidence in sustained consumption demand and resilient growth prospects, helping markets extend their upward momentum despite lingering global uncertainties
Arya.ag raises 725 crore from GEF Capital Partners
The funds will be used to strengthen agri supply chain and build climate resilience among small holder farmers
Liquidity is ample, capital markets face no real constraint: Taimur Baig
India's economy is set for a strong rebound in 2026. Retail sales and consumer sentiment are improving, indicating robust growth. Experts predict a healthy nominal GDP expansion. Foreign investor interest is expected to return, driven by attractive valuations. Global economic resilience outside the US will also support India's prospects. The country is poised for renewed investor attention.
MCX shares trade ex-split: stock adjusts to 1:5 sub-division, gains 0.91%
Under the 1:5 stock split approved by the board, each equity share with a face value of 10 has been subdivided into five shares with a face value of 2 each
Sensex, Nifty extend gains past midday on sectoral rotation; Bank Nifty breaches 60,000
Market breadth remains positive on BSE, with 2,602 stocks advancing against 1,393 declines and 185 remaining unchanged among 4,180 stocks traded
A sharp excise duty hike on cigarettes is set to pressure cigarette stocks in the near term, while autos, banks and select metals offer better risk-reward for 2026, says Nischal Maheshwari. Price hikes, consumer downtrading and sector rotation could drive market moves as GST cuts, rate easing and consolidation reshape key sectors.
Are thematic and sectoral funds worth the risk?
In the right market environment, a well-timed sectoral allocation can enhance portfolio returns, but such gains come with elevated risks.
Adani Group flagship firm to launch public bond issue next week, bankers say
The company will pay an annual coupon of 8.60%, 8.75% and 8.90% to investors in two- , three- and five-year notes, respectively
Retired officer duped out of 90 lakh in digital arrest scam: 5 ways to stay safe online
A retired officer lost his hard-earned savings in a digital arrest scam. Fraudsters had posed as cyber officials. This case highlights the importance of recognising warning signs, verifying claims, reporting suspicious activity promptly, and following safety measures for banking transactions.
Copper enters 2026 with strong momentum after a record 2025 rally, driven by intensifying supply deficits and accelerating energy transition demand. Analysts foresee further upside, with potential for 30-35% gains as China's infrastructure push regains traction and global interest rates remain low.
E TO E Transportation Infrastructure shares zoom after 90% premium debut on NSE Emerge
Devyani International surges 8% as Sapphire Foods merger sparks investor interest
In contrast, Sapphire Foods was trading at 251.70, down 11 or 4.19% from its previous close of 262.70, with 53.92 lakh shares changing hands worth 137.74 crore
Despite elevated valuations, Indian stock markets less expensive than US: Report
Indian stock markets look cheaper than those in the US based on a key valuation measure. Despite being above historical averages, Indian markets are considered fairly valued. This is due to strong earnings growth and positive economic outlook. Bond yields have also fallen, supporting this view. Higher market valuations are expected in the coming quarters.
Devyani-Sapphire merger: What the 3,000 restaurant deal means for your shares
Devyani International and Sapphire Foods will merge through a near-parity share-swap to create one of Indias largest QSR players with over 3,000 outlets and revenue above Rs 7,800 crore, bringing all KFC and Pizza Hut operations under one operator, with limited arbitrage and equal synergy benefits for shareholders.
Crypto market starts 2026 on balanced note, Bitcoin trades near $88,000
Bitcoin and Ethereum start 2026 on a balanced note, trading near $88,000 and $3,000 respectively. Major altcoins like BNB, XRP, Solana, Dogecoin, and Cardano gain over 8%, while whale accumulation rises, supporting underlying strength. Market remains cautious with consolidation and moderate momentum, as investors await clear signals for the next decisive move in the early months of 2026.
Selective stock picks to outperform amid earnings recovery: Mayuresh Joshi
Markets may rebound in the coming quarters as earnings visibility improves, with analysts penciling in 12-14% consensus earnings growth. Mayuresh Joshi highlights opportunities in consumer discretionary, BFSI, and infrastructure, with specific stock picks like Vishal Mega Mart, Shriram Finance, and Uno Minda showing promise.
ITC shares plunge to 3-year low after tax bombshell: Is this a falling knife or hidden value?
ITC shares slid to a three-year low after a sharp two-day, 14% fall triggered by a steep cigarette tax hike, prompting multiple brokerage downgrades amid concerns that large price increases will be needed to offset the impact, risking volumes and earnings.
Ashok Leyland shares rise over 2%, extending fifth-day winning streak
Ashok Leyland shares extended their winning streak for a fifth straight session, supported by strong December sales, improving financial performance, and bullish technical indicators, even as the stock appears overbought in the short term.
Indias valuations retreat from peaks, yet remain above regional peers
Indian equities enter 2026 with valuations below their long-term averages but remain costlier than Asian peers. The markets premium now hinges on earnings recovery and renewed global investor interest rather than valuation comfort alone.
Asian stock markets cheerful at start of new year on AI hopes
Hong Kongs Hang Seng rises 2.2% on strong rally in tech shares
India bonds dip before debt sale; state supply eyed
Indian government bonds saw a slight dip early Friday. Traders are cautious due to upcoming debt sales and a large state borrowing schedule. New Delhi will sell benchmark 10-year bonds today. Indian states are expected to announce their borrowing plans for January to March. Investors anticipate a record quarterly supply. The Reserve Bank of India is injecting liquidity.
RBI likely active near 90 to dollar via state-run banks, traders say
The Indian rupee received support near the 90-per-dollar level on Friday. Traders noted dollar sales by state-run banks. These actions likely occurred on behalf of the central bank. The rupee was trading close to 89.98. It repeatedly found stability around the 90 mark in the past hour. The Reserve Bank of India's presence was evident.
Ola Electric Mobility shares kick off 2026 with 12% surge in two days. Whats behind the move?
Ola Electric shares surged 9% to Rs 40.77 on January 2, 2026, following a strong December sales performance. The company's market share rose to 9.3% in December from 7.2% in November, with a notable acceleration in the latter half of the month. This growth, driven by new product launches and in-house cell integration, positions Ola Electric for continued market gains.
Sunil Subramaniam sees early signs of market turnaround, stronger 2026 ahead
Market participants are spotting early turnaround signals, with the worst appearing behind for Indian equities. Improving sectoral trends, easing foreign selling, and domestic policy support are laying the groundwork for a stronger 2026, as highlighted by market expert Sunil Subramaniam.
Tata Motors, TMPV shares surge up to 4% on December sales; Tata Motors hits record high
Tata Motors surged to a record high on Friday, fueled by strong December commercial-vehicle volumes, while its passenger-vehicle arm TMPV rose on healthy EV and PV sales. Robust demand, a rebound in construction and mining, and an upbeat management outlook for FY26 drove investor optimism across both segments.
Indian markets may see a stronger 2026 as domestic corporate earnings improve, driven by tax relief, GST rationalisation and a consumption rebound, says market expert Sudip Bandyopadhyay. However, a sustained equity rally will depend on the return of foreign institutional investors, policy clarity on capital gains tax and STT, and stable macro conditions including healthy inflation.
PSU dividend stars: MSTC, Coal India among top 10 stocks in yield chart. Check more
Public sector stocks are offering attractive income for dividend-focused investors in FY25. MSTC leads the pack with a 7.7% yield, followed by Coal India at 6.6%. Companies like Balmer Lawrie Investments, ONGC, and REC also feature in the top 10, demonstrating consistent dividend payouts over the last three financial years.
MCX shares crack 80% in early trade, but heres why investors need not panic
MCX shares plunged over 80% to Rs 2,192 as the stock turned ex-split on its record date for a 5:1 split, a mechanical price adjustment rather than a fundamental decline, with eligible shareholders set to receive additional shares.
Crude oil futures gain as Russia, Ukraine accuse each other of civilian attacks
March Brent oil futures trade at $61.11, up by 0.43%, and February crude oil futures on WTI reach $57.70, up by 0.49%, during initial hour of trading
Olectra Greentech shares jump over 5% after Hyderabad EV plant begins operations
Olectra Greentech shares jumped after the company began Phase-I commercial operations at its new greenfield EV plant in Hyderabad, marking December 31, 2025, as the facilitys official commercial operation date and notifying lender SBI.
PSUs throw 24 winners with up to 109% gains, 36 washouts in 2025. Bet on budget buzz or avoid?
PSU stocks saw mixed results in 2025. Metals, PSU banks, and defence sectors performed well. However, power, railway, and NBFC sectors faced declines. Market participants anticipate Budget 2026 to boost state-owned firms with increased government spending and policy continuity. Investors are watching for further action in these stocks.
Precious metals kick off the New Year higher after a robust 2025 rally
Spot gold climbed 1.3% to $4,372.02 per ounce as of 0357 GMT, after hitting a record high of $4,549.71 on December 26
TVS Motor shares hit 52-week high after December sales jump 50%
At 9.57 am, it traded 2.15 per cent positive at 3,873.50. It scaled to a high of 3,898.95 after opening at 3,840 against the previous close of 3,792 on the BSE
Sensex, Nifty open higher amid auto optimism; ITC tumbles on cigarette tax hike
Sensex rising 334.31 points or 0.39% to 85,522.91 and the Nifty gaining 101.60 points or 0.39% to 26,248.15 as of 9.45 am on Friday
Rupee edges up 6 paise to 89.92 against US dollar in early trade
Dollar index trades marginally down by 0.15% at 98.17
Markets need a rally first; Samir Arora on DIIs, FIIs and what to buy next
Samir Arora of Helios Capital says strong DII flows are a positive for markets and worries should come only after a rally. He explains why Helios avoids long-duration themes like railways, prefers new-age consumption platforms, remains selective on defence, and sees financials and platform-led businesses as key opportunities for Indias equity markets in 2026.
From rebound to retreat: The dollars rocky road ahead
The US dollar, after an 8-year low in 2025, shows early stabilization but faces anticipated decline in 2026. Expectations of Federal Reserve rate cuts, narrowing interest rate differentials, and global growth strengthening are key drivers. While short-term fluctuations are possible, structural factors point to continued dollar weakness.
US market eyes fourth consecutive year of gains amid earnings and AI optimism
After three consecutive years of double-digit gains, US markets enter 2026 with optimism driven by earnings growth, AI investment and expected rate cuts, though political and geopolitical risks could temper returns.
Bond yields could ease further by 1015 bps despite supply pressures: PGIM India MF
Indian bond markets are navigating a complex situation. The Reserve Bank of India's accommodative stance is countered by persistent supply and demand issues. Bond yields remain high, though some experts see room for a slight decrease. Investors are advised to be selective. Supply pressures from state governments are a key factor to watch.
Multibagger auto stock that rallied 215% in 2025 reports 50% jump in December sales; stock rises 5%
Force Motors shares saw a significant jump on Friday, January 2, 2026. The company reported strong December sales, with total sales increasing by 50%. Domestic sales grew by 49%, and exports nearly doubled. Force Motors' net profit more than doubled in the second quarter and for the first half of FY26.
Gold prices rise by Rs 1,000, silver prices up Rs 3,800. Are new peaks awaiting in 2026?
Gold and silver prices opened sharply higher on MCX and global markets, supported by a weaker US dollar, Federal Reserve rate cut expectations, and strong investor demand, with experts remaining bullish on precious metals in the first half of 2026.
Sensex jumps over 200 pts, Nifty above 26,150 as earnings buzz builds
Indian stock markets began Friday with a modest rise. Investors are preparing for upcoming corporate news before the quarterly earnings season. The Sensex and Nifty are set for a small weekly gain. However, ongoing foreign investor selling is impacting market sentiment. Both major indices are trading higher today.
SBI, HDFC Bank among Axis Securities 15 stocks to buy in 2026 for up to 54% upside
January 2026 is poised to see significant IPO activity, with five major offerings totaling approximately Rs 18,000 crore expected to test investor appetite. These include prominent companies in AI, renewable energy, coal, lending, and hospitality, signaling a potentially active start to the year for India's primary market.
Fractal to Clean Max: 5 IPOs worth about Rs 18,000 crore to watch out for in January 2026
India's primary market anticipates a busy January 2026. Five major IPOs, collectively worth nearly Rs 18,000 crore, are set to launch. These offerings span artificial intelligence, renewable energy, coal, lending, and hospitality. Companies like Fractal Analytics and Clean Max Enviro Energy Solutions are among those testing investor interest. This period will gauge market sentiment for new listings.
