Markets News
Geojit sees Nifty at 29,150 by December 2026, shares portfolio allocation strategy for CY26
Geojit Financial Services upgrades Nifty50 base case to 29,150 for 2026, with a bull case of 31,330. The brokerage outlines key domestic and global drivers, and recommends a portfolio allocation with 60% large caps, 15% mid caps, 10% small caps, 10% debt, and 5% gold & silver.
US stock investing from India explained | LRS, mutual funds & ETFs compared
Veegaland Developers files papers with Sebi for Rs 250-cr IPO
Real estate developer Veegaland Developers, part of the V-Guard group, has filed draft papers with markets regulator Sebi to raise Rs 250 crore through its initial public offering (IPO) to support its expansion plans.
Budget 2026 wish list: Gurmeet Chadha seeks LTCG relief, special lending rates for gold and silver
Gurmeet Chadha outlines key Budget 2026 recommendations, urging LTCG cut to 10%, monetisation of gold and silver, and affordable housing incentives, highlighting the need for financial stability and investor-friendly reforms.
As viewing habits change, youth brands move advertising budgets from TV to digital
The steady erosion of viewership for English-language, urban-centric, and niche TV categories has meant that youth-focused brands have had to reassess their media strategies.
Nifty seals rare 10-year winning streak by ending 2025 with 10% gain. What does it mean for 2026?
Nifty has logged an unprecedented 10-year winning streak, ending 2025 with a 10.5% gain despite global and domestic shocks. Strong macros, policy reforms, resilient earnings, and robust domestic inflows powered the rally. As 2026 begins, analysts expect the momentum to continue, though elevated valuations warrant selective, disciplined investing.
Pollution fight slows as air quality regulator relaxes clean fuel rule for delivery, cab fleets
A key clean-fuel mandate for delivery and cab fleets has been deferred just as pollution levels surge in NCR and platform-led mobility continues to grow
Vodafone Idea shares crash 15% despite Cabinet freeze on Rs 87,695 crore AGR dues
Vodafone Idea shares plunged 15% despite the Union Cabinet approving a relief package that freezes AGR dues at Rs 87,695 crore, payable over a decade from FY32. While FY18-19 dues remain unchanged, the government aims to protect its stake and ensure sector competition.
Domestic aluminium prices decline on the MCX amid profit booking despite positive global cues, while analysts remain bullish on the metal due to tightening supply and steady demand outlook into 2026.
Copper prices retreat sharply on MCX after a strong 2025 rally, but analysts say supply disruptions, a weaker dollar, and demand expectations continue to support the metals broader bullish outlook.
Gold, silver slip at end of record-setting year for precious metals
Gold advances more than 65% in 2025
Smallcap multibagger defence stock jumps 5% on Rs 420 crore order win from Coal India
Apollo Micro Systems shares climbed on Wednesday after the defence company announced new orders worth approximately Rs 420 crore. A significant contract from a Coal India subsidiary for bulk explosives was part of the announcement. The company also secured an export order. These wins expand its presence in explosives and defence segments. Earlier, it received a Rs 100.
Indian stocks surged on the final trading day of the year, with the Sensex and Nifty rebounding significantly. This rally was primarily driven by a government decision to impose a three-year safeguard duty on select steel imports, boosting metal stocks. Additionally, easing crude oil prices contributed to the positive sentiment by reducing inflationary pressures.
Market veteran Dipan Mehta expects 2026 to be a turnaround year for Indian equities after a tough 2025. He highlights autos, IT services, pharma and export-oriented sectors as key opportunities, urges caution on fully valued defence stocks, and explains why selective stock picking and earnings recovery could drive superior returns next year.
Markets extend gains in year-end session, Sensex jumps over 500 points
Metal stocks continued their outperformance, with JSW Steel surging 4.92 per cent to 1,166.30 and Tata Steel climbing 2.46 per cent to 180.12, extending the morning rally
January 1, 2026 Money Rule Changes: Here is a list of the most important personal finance money rule changes that will come into effect from January 1, 2026, which is tomorrow.
Record central bank intervention buys Indian bonds limited relief going into 2026
Indian government bonds enter 2026 with supply worries. The Reserve Bank of India's measures helped yields, but bond sales by governments and investor demand remain key. The benchmark 10-year yield is expected to trade in a range. The federal budget and RBI policy in February will be crucial. Liquidity and currency management will also set the tone for the year.
Oil edges up but Brent on course for longest stretch of annual losses in 2025
Oil prices are poised for a significant drop in 2025, exceeding fifteen percent. Supply is expected to outpace demand, even with ongoing geopolitical conflicts. Analysts predict Brent crude could reach fifty-five dollars a barrel in early 2025. OPEC+ has paused output increases for the first quarter of 2026. Geopolitical risks may provide a floor for prices.
Indian rupee enters 2026 on the back foot after worst annual drop in three years
The Indian rupee faces its steepest annual fall in three years, driven by record equity outflows and the absence of a US trade deal. The currency's depreciation reflects external economic strains and a more flexible approach by the RBI. A potential US trade pact could offer temporary respite, but underlying pressures may persist.
Hyundai Motor India shares dip marginally after launching Prime taxi range
The stock opened marginally higher at 2,302 and touched an intraday high of 2,305.30 before slipping to a low of 2,288.90
New Year 2026: Simple New Year resolutions can help borrowers improve their credit score through timely repayments, smart credit utilisation, regular monitoring and long-term discipline, unlocking better loan approvals and financial opportunities.
Devina Mehra warns against chasing smallcaps, calls them a stock-specific game
Indian stock markets have shown resilience over the past year. Largecap stocks have performed better than smallcaps. Experts caution that smallcap performance is company-specific. Investor sentiment can be a contrarian indicator. Sectors like autos, pharma, and FMCG are favored. Caution is advised for the banking sector due to inherent risks.
MCX Gold price slips Rs 1,140 in a day. Has the safe-haven shine started to fade?
Gold prices eased to Rs 1,35,526 on December 31 amid geopolitical tensions and Fed caution. Technicals remain bullish with support at Rs 1,34,000. Analysts expect gold to test $4,900 and INR Rs 1.82 lakh in 2026.
After 850% annual surge, Elitecon International shares rise 5% to upper circuit. Do you own?
Elitecon International shares hit the 5% upper circuit on the final trading day of 2025, extending the small-caps extraordinary 850% rise over the past year. The move comes after recent volatility, an expansion in borrowing powers, and the announcement of a $97.35 million long-term export order, underscoring the stocks sharp swings and renewed investor interest.
Tata Steel shares rise 7% in 3 sessions; up 31% in 2025. Whats driving the latest surge?
Tata Steel shares rallied after the government imposed safeguard duties on select steel imports to curb cheap inflows and protect domestic producers. The phased three-year measure lifted sentiment across steel stocks, supported by strong recent gains and robust quarterly earnings growth, reflecting improving profitability and favourable industry tailwinds.
Safeguard duty boosts Indian steel sector; volumes to drive growth: Aditya Welekar
Indias steel sector gets a boost as the government imposes a long-term safeguard duty on imports. Axis Securities Aditya Welekar explains how the move protects domestic steelmakers from cheap Chinese steel, supports flat steel prices, and why volume-led growth, not sharp price hikes, will drive earnings for major steel companies.
Indian stocks face worst Asia underperformance in three decades
The lack of progress on a trade deal with the US which has imposed the highest tariff rates in Asia on India has contributed to the rupee testing a series of record lows in recent months
India bonds dip as quarter-end dulls demand, RBI skips old benchmark in OMOs
Indian government bond prices eased on Wednesday, the last trading day of 2025, due to quarter-end positioning and the central bank's omission of the former benchmark from open-market purchases. The benchmark 10-year yield rose to 6.5849% as traders awaited clarity on U.S. trade deals and Bloomberg index inclusion for FAR bonds.
MCX Silver price crashes Rs 22,000 in 3 days, ETF nosedives 11%. Is the multibagger rally over?
Silver, dubbed golds poor cousin, surged over 160% in 2025 but faces a sharp correction as MCX prices tumbled Rs 22,000 and the Nippon India Silver ETF lost 11%. Analysts attribute the selloff to profit booking, raised CME margins, and thin holiday liquidity. While technically overdue, the correction raises questions on whether the multi-year silver bull run will continue.
Weak market sentiment today often signals stronger returns ahead: Devina Mehra
Indian equity investors faced a challenging 2025, with benchmark indices masking significant portfolio underperformance. Despite widespread disappointment and FOMO, experts advise against emotional decisions, highlighting that current weak sentiment often precedes improved future returns. Investors are urged to stay invested but actively prune portfolios and maintain balanced asset allocation, including global diversification.
Gold, silver show dazzle in 2025, but rally far from over as 2026 outlook remains firm
Gold and silver experienced a remarkable rally in 2025, driven by geopolitical shocks, a shift to hard assets, and macroeconomic uncertainty. Analysts predict continued strength into 2026, citing persistent central bank buying, tight physical supply, and accelerating industrial demand, with gold targeting $5000-$5500 and silver potentially reaching $95-$100 per ounce.
IFCI shares gain over 7% after stake sale in NEDFi for Rs 122 crore
IFCI shares rise 7.3% to Rs 54.12 after selling 10% stake in NEDFi for Rs 121.77 crore. Despite trading below 52-week high, strong institutional interest, robust quarterly net profit, and mild bullish technical indicators highlight improving investor confidence.
Smallcap multibagger stock shoots up another 58% in a month. Do you own?
Cupid Ltd shares soar to a record Rs 519.90, posting a 58% one-month gain and 584% yearly surge. Recent updates include promoter pledge reduction and board approval for a Saudi FMCG facility, while technicals signal strong momentum amid high investor interest.
Warren Buffett retires today: Berkshire faces its first dawn without the Oracle of Omaha
Warren Buffett concludes his long tenure as Berkshire Hathaway CEO today. Gregory Abel assumes day-to-day leadership. Investors now assess Berkshire's future without Buffett's direct operational guidance. The conglomerate, built into a financial giant, faces new challenges in capital allocation and governance. Buffett's philosophy of patience and enjoyment of work remains, but his singular influence departs.
Indian rupee enters 2026 on the back foot after worst annual fall in three years
At around 89.87 per dollar, the rupee is down nearly 4.8% in 2025, its worst showing since 2022.
The 11 big trades of 2025: Bubbles, cockroaches and a 367% jump
2025 saw wild swings in global markets, from record-breaking gold and meme-like Fannie-Freddie gains to geopolitical-driven defense rallies and AI trades. Investors chased high-conviction bets in crypto, Turkish carry trades, and Japanese bonds, facing both spectacular wins and sudden wipeouts. Bloomberg highlights the years 11 most eye-catching trades, exposing market bubbles, fragile narratives, and lessons for 2026s risk-conscious investors.
Deepak Fertilisers and Petrochemicals shares rally 5% after recent decline
Deepak Fertilisers shares rose on Wednesday, rebounding after a two-day decline amid renewed buying interest. The stock saw intraday volatility between Rs 1,233 and Rs 1,284 and is valued at a market cap of Rs 15,262.15 crore. While up just 7% over the past year, the stock has gained nearly 80% in three years and 708% in five, highlighting strong long-term wealth creation.
Domestic equities trade range-bound as year-end liquidity thins; metal stocks lead gains
In the final trading session of 2025, the BSE Sensex opened 67.51 points higher to 84,742.59 at 10.05 AM, while NSE Nifty gained 37.45 points to 25,976.30
Smallcap multibagger stock jumps 13% after securing Rs 249 crore order from RBI
Dynacons Systems & Solutions Ltd shares saw a significant jump. The company secured a major software project from the Reserve Bank of India. This prestigious contract is valued at Rs 249.15 crore. The project involves implementation, maintenance, and learning services for the RBI's Enterprise Applications Platform. It will be executed over five years across the entire RBI ecosystem.
The Nifty Bank index has welcomed Yes Bank and Union Bank today. This structural change will see significant inflows for these new entrants. However, ICICI Bank and HDFC Bank are projected to experience the largest outflows. Other banking stocks will also see adjustments in their index weights.
Bitcoin near $88K, Ethereum at $2,900 as crypto market ends 2025 on a subdued note
Bitcoin and Ethereum are trading at lower levels as 2025 concludes. Analysts anticipate a market recovery by the second quarter of 2026. This shift is expected due to potential interest rate cuts by the US Federal Reserve. Institutional investors may return, boosting crypto prices. The market is currently in a consolidation phase.
KPI Green Energy shares skyrocket 27% in 2 days on strong volume
KPI Green Energy shares surged sharply on strong volumes, with technical indicators signalling sustained bullish momentum amid improving sentiment in the renewable energy space.
US bond market faces a more challenging road ahead in 2026
US bond investors face a tougher environment in 2026 after stellar gains in 2025, as hopes of fewer Federal Reserve rate cuts and the prospect of fresh fiscal stimulus cloud return expectations. The bond markets strong performance this year was driven by falling rates and a resilient US economy, which lifted bond prices and kept credit risks in check, but those tailwinds may weaken going forward.
Investing legend Warren Buffett steps down as Berkshire Hathaway CEO after six decades
Buffett transformed the company from a struggling New England textile manufacturer into a diversified global powerhouse valued at over $1 trillion
January jinx weighs for Nifty bulls: 80% failure rate in last 10 years linked to FII selling
January has historically been a challenging month for Indian equities, with the Nifty ending in the red eight out of the last ten years. Foreign investors have largely been net sellers, contributing to weak sentiment. However, domestic institutional investors have consistently stepped in as net buyers, providing crucial support and cushioning market declines.
A split decision: How the Fed narrowly agreed to cut rates
Federal Reserve minutes reveal deep divisions behind Decembers rate cut, with policymakers split over inflation risks, labour market cooling and the need for further easing amid limited data visibility.
Rupee falls 15 paise to 89.90 against US dollar in early trade
Forex traders said foreign portfolio investors continue to offload Indian equities, which has been weighing on the Indian rupee in the last few months
Oil heads for deepest annual loss since 2020 on surplus concerns
Crude has slumped this year as supplies swelled from OPEC+ and its rivals, while demand growth slowed
Warren Buffetts exit as CEO marks the end of a six-decade era at Berkshire Hathaway, where investing in the stock was largely a bet on his leadership. As he hands over control to longtime deputy Greg Abel on December 31, investors are questioning whether Berkshire can continue to generate outsized wealth without the Oracle of Omaha at the helm.
The Great Divide: When the mood overtakes the math
Indian markets experienced significant shocks, including a depreciating rupee and massive FII sell-offs, despite a robust macro environment. This disconnect, driven by AI trade flows and trade deal delays, led to broader market carnage. However, with valuations normalizing and reforms accelerating, 2026 could see a shift as the rupee stabilizes and FII flows potentially return.
Full List of NCDEX Trading Holidays 2026
Check the National Commodity & Derivatives Exchange (NCDEX) trading holidays for 2026 on businessline. Find out on which holidays NCDEX remains open for trading
New year stock picks 2026: Why M&M, Marico, Hindustan Petroleum offer up to 20% potential upside
As markets enter 2026, stock selection is key. Analysts recommend Mahindra & Mahindra, Marico, and Hindustan Petroleum. These companies show strong balance sheets and earnings visibility. Investors can expect potential gains of up to 20%. The outlook for these stocks is positive, with analysts suggesting buying at current prices.
Foreigners dump record Indian bonds as weak rupee erodes returns
Indian sovereign bonds face record foreign outflows in December as rupee weakness, fading rate-cut expectations and global reallocations weigh on sentiment, pressuring bond prices and borrowing costs despite prospects of index inclusion boosting future inflows.
2025 disappointing, but 2026 holds promise; what to bet on? Sudip Bandyopadhyay explains
Market expert Sudip Bandyopadhyay says 2025 had proved to be disappointing for Indian equities, but 2026 looks more promising as valuations improve and earnings revive. With GDP growth seen at 78%, selective stock picking could deliver 15% plus returns. He favours consumption sectors, LIC in insurance, and health insurers as long-term opportunities.
Hindustan Copper shares dipped as investors booked profits after a significant surge, driven by record copper prices in 2025. Global supply disruptions and strong demand from electrification and AI infrastructure fueled copper's rise, positioning the company for substantial year-end gains. Analysts advise a 'buy on dips' strategy amid near-term caution.
Sensex rises over 200 pts, Nifty reclaims 26,000 in year-end bounce
Indian equities opened higher on Wednesday, ending a four-session losing streak on the final trading day of the year. Bargain hunting boosted the Sensex and Nifty, despite ongoing concerns about sustained foreign fund outflows. The Sensex gained 220 points, and the Nifty 50 climbed 77 points at the session's start.
India's steel stocks jump on tariff to curb cheap imports
Tata Steel and JSW Steel jumped 3.5% and 2.7%, respectively
Foreign investment in Indian bonds slumps amid rupee weakness, US trade deal uncertainty
Global funds have sold 14,300 crore of bonds so far in December
Silver prices crash by Rs 15,000 on last trading day of 2025. What should traders do?
Gold and silver futures experienced a pullback on the final trading day of 2025, with silver futures tumbling 6% due to aggressive profit-booking after reaching record highs. Despite this near-term softness, both precious metals are set to close the year with historic annual gains, supported by ongoing geopolitical tensions.
Sensex, Nifty end 2025 as worlds worst performers. Can 2026 change the script?
Indian stock markets ended 2025 as the world's worst performers. Foreign investors pulled out billions due to currency depreciation and expensive valuations. However, 2026 offers hope. Supportive policies, easing trade risks, and potential rate cuts are expected to boost domestic growth and earnings. This could lead to a market recovery, attracting renewed investor interest.
SIP sahi hai! Mutual fund investors win big with 97% success rate in treacherous 2025
Indian markets faced a tough year in 2025, becoming the world's worst performers. However, investors using Systematic Investment Plans (SIPs) saw remarkable success. A staggering 97% of mutual fund schemes delivered positive returns, with some achieving XIRR up to 37%. This demonstrates the power of disciplined, regular investing over market timing. SIPs helped investors navigate volatility and achieve wealth creation.
Coforge, SRF among 6 F&O stocks with sharp rise in futures open Interest
A sharp increase in futures open interest indicates growth in the number of active, unexpired futures contracts in a particular security.
A year of insurance reforms in India, yet more ground to cover
Over the past year, India has rewritten key rules governing insurance. Yet for policyholders, the real test lies not in regulation, but in how these changes play out when a claim is filed.
Indian stock markets begin 2026 at new peaks. Opportunities are emerging in mid-cap stocks, offering a compelling risk-reward. Experts anticipate a strong year driven by rate cuts and domestic growth. Banks and real estate are expected to perform well. Investors should be cautious of highly valued sectors. Primary market issuances are also projected to remain robust.
Indian companies are increasingly turning to public markets for growth capital. The average size of mainboard IPOs has significantly increased. The SME segment also saw substantial growth. India led the world in IPO numbers in 2025, demonstrating broad-based participation and a dynamic capital formation ecosystem.
Hindustan Zinc shares are in focus as silver prices dipped 6% to $73 per ounce, despite both metals poised for historic 2025 gains. Driven by monetary easing, geopolitical risks, and strong demand, silver has surged 157% this year. Jefferies maintains a Buy rating, citing the company's benefit from higher metal prices and cost efficiencies.
IIFL Capital Services and 3 other stocks flash bullish signals, indicating possible uptrend
On December 30, four NSE-listed stocks with market capitalisation above Rs 10,000 crore appeared on the bullish White Marubozu scanner. The candlestick pattern reflects strong intraday buying interest, where prices moved from session lows to highs, signalling firm buyer control and suggesting potential continuation of upward momentum.
RITES shares zoom 7% on winning $3.6 million international locomotive supply order
RITES Ltd has made waves in the market after revealing an exciting international order, sending its shares soaring. The company scored a whopping USD 3.6 million contract to deliver diesel electric locomotives to Zimbabwe, with expectations to complete the project within three months.
Cupid, Ashok Leyland among 6 stocks witness 5-year swing high breakout
Six NSE stocks with a market capitalisation above Rs 1,000 crore touched a 5-year swing high at the close on December 30, indicating strengthening bullish momentum. Such price levels reflect sustained buying interest and may signal trend continuation, though they remain distinct from confirmed long-term breakouts.
Steel stocks jump up to 5% on tariffs to curb imports; Tata Steel, NMDC, SAIL among top gainers
Indian steel companies saw significant gains on Wednesday. This surge followed the government's announcement of a three-year safeguard duty on certain steel imports. The duty aims to protect domestic producers from cheap shipments, particularly from China. The measure will be implemented in phases, starting at 12%. This move is expected to stabilize local industries against aggressive export pricing strategies.
Power Grid shares in focus after winning 2,000 MWh battery energy storage project
Power Grid Corporation of India has won a 2,000 MWh battery energy storage project in Andhra Pradesh under tariff-based competitive bidding. The BOO project, backed by viability gap funding, strengthens grid flexibility. Shares ended flat despite recent underperformance across timeframes. The company received the award letter on December twenty-nine officially.
Premier Energies shares in focus on multiple order wins worth Rs 2,307 crore
Premier Energies secured new orders worth Rs 2,307.30 crore for execution in FY27-FY28, bolstering its medium-term revenue visibility. These orders from leading domestic IPPs and customers reflect confidence in the company's product quality and execution capabilities. The new contracts align with Premier Energies' ongoing capacity expansion plans, reinforcing its position in India's solar manufacturing ecosystem.
Bajaj Finserv Share Price Live Updates: Bajaj Finserv Breaks Above 20-Day SMA
Adani Ent Share Price Live Updates: Adani Enterprises Current Trading Status
Bharat Forge shares in focus after Rs 1,662 crore contract win from Defence Ministry
Bharat Forge Limited has secured its largest small arms contract. The Ministry of Defence awarded the company a deal worth Rs 1,661.9 crore. This contract is for supplying 255,128 Close Quarter Battle Carbines to the Indian Army. The carbines are indigenously designed and developed. Execution of this significant contract is expected to begin within five years.
IndiGo shares in focus on receiving Rs 458 crore GST demand order
IndiGo Airlines is under scrutiny following substantial tax demand orders from the Goods and Services Tax department. The airline has received a penalty of Rs 458.26 crore for financial years 2018-19 to 2022-23. IndiGo believes these orders are incorrect and plans to contest them legally. A separate order for Rs 14.59 lakh was also received for financial year 2021-22.
Dollar dismal, yen muted in 2025 but euro and sterling shine
The U.S. dollar is set for its largest yearly fall since 2017. Concerns over interest rate cuts and trade policies are impacting currency markets. The euro and sterling have seen significant gains. The Japanese yen is an outlier, remaining flat. Analysts expect the dollar's weakness to continue into 2026.
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