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Axis keeps all options open for infusing capital in non-bank arm Axis Finance
The bank planned to cut stake in Axis Finance. But the central bank last month withdrew its draft circular, allowing banks to continue with overlapping non-bank lending operations through their subsidiaries.
Gold reserve fund likely to see high allocation in RE of FY26, BE of FY27
With gold prices skyrocketing past 16,000 per gram, the upcoming Union Budget is gearing up to pump more cash into the Gold Reserve Fund for FY26 and FY27
S&P 500, Dow open slightly higher with big tech results, Fed decision on deck
U.S. stock markets opened with modest gains on Monday as investors anticipated a significant week for corporate earnings and a key Federal Reserve policy announcement. The Dow Jones Industrial Average and S&P 500 saw slight increases, while the Nasdaq Composite experienced a minor dip in early trading.
Meta, TikTok, YouTube to stand trial on youth addiction claims
The bellwether trial in California Superior Court, Los Angeles County involves a 19-year-old woman from California, identified as K.G.M., who says she became addicted to the companies platforms at a young age because of their attention-grabbing design, according to court filings
Markets eye capex push, steady fiscal math in Budget run-up
Limited room for giveaways keeps focus on infrastructure plays, exporters and tax reforms that could lift corporate earnings
No Mastiii for filmmakers as Instagram skit triggers a copyright row
Radio jockey and content creator Ashish Sharma has accused the makers of Mastiii 4 for copying his viral Instagram skit without permission, and the Delhi high court has issued a notice to the producers of the adult comedy film.
BIS norms to weed out mis-selling in lab-grown diamond market, says industry
Lab-grown diamonds popular among buyers in smaller cities
Asian Paints Q3 Preview: PAT seen up 8% YoY; volume growth to pick up
Asian Paints is poised for a steady December quarter performance, with volume growth expected to improve. While margins are set to expand due to lower raw material costs, revenue growth will be moderated by weak pricing and a challenging demand environment. The B2B segment is anticipated to provide support.
IPO GMP Watch: Shadowfax hints at discounted debut; SME issues dull
Global shares mostly dip as yen rises against U.S. dollar
Global shares mostly declined on Monday, as in Asia, Japan's benchmark took a tumble after the yen surged against the US dollar.
Curation is key: Why social commerce 2.0 is winning over Indias Gen Z
Unlike earlier models that tried to handle logistics and fulfilment, this new cohort acts as a tech layer connecting creators to established marketplaces.
Saudi Aramco sets initial price guidance for four-tranche bonds, IFR reports
The bonds are expected to launch on Monday.
Nominee vs heir: Why your bank nomination doesnt decide inheritance
Understanding the crucial difference between nominees and legal heirs can save families from disputes and ensure smooth asset transfer.
OPEC+ may stick with supply pause in March
Four delegates said their expectation is that the policy will remain unchanged.
Mahi Madhusudan Kela acquires 1.12% stake in Emkay Global in Q3
The stake purchase comes at a time when the stock has seen prolonged underperformance. Over the past three months, shares of Emkay Global Financial Services have declined 14%, compared with a roughly 3% fall each in the Nifty and the BSE Sensex. Its one-year return has also moderated to about 3%.
Sensex, Nifty tank over 4% so far this month on unabated foreign fund outflows, geopolitical risks
In January 2025 also, the 30-share BSE benchmark had declined 638.44 points, or 0.81%; Prior to that in January 2024, 2023, 2022, 2021, and 2020 also, the BSE benchmark had declined
Big Promoter Move: 10 stocks see promoter pledges cut in Q3FY26
Onesource Specialty Pharma, Apollo Hospitals Enterprise stocks, market stocks, Promoter Decreasing Pledge stocks, Promoter Decreasing Pledge shares, GMR Airports stocks, market news, market news today
Axis Bank Q3 results: PAT rises 3% YoY to Rs 6,490 crore, NII grows 5%
Axis Bank announced its December quarter results. The bank's standalone net profit saw a 3% increase, reaching Rs 6,490 crore. Interest income also grew by 4.3% to Rs 32,274 crore. The lender's interest payments on deposits were up nearly 4% in the same period. These figures reflect the bank's performance in the recent financial quarter.
Dollar drops on Yen intervention risk, gold rises
Gold extended a breakneck rally fuelled by President Donald Trumps reshaping of international relations and investor flight from sovereign bonds and currencies. Silver jumped more than 6% to a record high
Investec backs Paytms digital toll road, sees 23% upside despite 15% fall. Key reasons here
The brokerages bullish view on the Paytm parent is driven by three key triggers, led by Indias rapidly expanding digital payments ecosystem, where the fintech operates like a toll road.
Dont try to time the market in this VUCA world
The US-led democratic Western world played a key role in the post-Second World War growth and development. This leadership role is now under threat thanks to the unconventional, uncertain, and hugely disruptive policies and actions of President Trump.
Why children are quietly becoming their parents financial managers
As fraud risks rise and finance grows more complex, adult children across urban India are becoming informal money managers for ageing parentsmanaging investments, blocking mis-selling and navigating a delicate balance between protection and autonomy.
From last Republic Day to now: 18 smallcaps soar up to 469%
Gold hits $5,000/oz, silver jumps 8%. How should traders navigate post-Republic Day?
Gold prices surged past $5,000 an ounce for the first time, driven by renewed safe-haven demand amid global tensions and a bond selloff. Silver also saw significant gains, with both metals continuing their strong performance into 2026. Investors are advised to adopt a wait-and-watch approach as markets reopen.
Striking a balance: How gold, silver fit into the 2026 asset mix
According to a recent commodities outlook by PL Capital, 2026 is poised to witness a renewed focus on these metals, not merely as defensive hedges but as active building blocks in strategic asset allocation.
Gold, silver, AI and Indian stocks: Joanne Goh on where value lies now
an interaction with ET Markets, Joanne Goh, Senior Investment Strategist at DBS Bank, shares her outlook on gold and silver, cautions against froth in parts of the AI trade, and explains where she sees value emerging across Indian and Asian equities.
Why PSU banks may be the real value play in BFSI, Alok Singh explains
In an interaction with ET Markets, Alok Singh, CIO at Bank of India Mutual Fund, explains why the current phase still offers a compelling entry point for BFSI investing, highlights the case for PSU banks, and outlines the growth drivers shaping the sectors medium-term outlook.
It wasn't just a missed call: The currency clash behind the stalled US-India trade deal
To the casual observer, it painted a picture of bureaucratic hesitation. But to those watching the flow of global capital, the silence on the phone line masked a thunderous shift in the global economic order.
IEW 2026 in Goa from Jan 27 to spotlight energy transition and innovation
IEW now occupies a unique position on the global energy calendar, according to Oil Minister Hardeep Singh Puri.
India for years had a goal of gas making up 15% of its energy mix by 2030, roughly double the current level
Stock markets shut for Republic Day
Trading will resume tomorrow, January 27, 2026.
Rupee may stay under pressure in the short term, but medium-term outlook better: Abhishek Goenka
The rupee may remain under pressure near 92 per dollar due to weak capital inflows, exporter stress and a rising current account deficit, says IFA Globals Abhishek Goenka. However, he expects improvement in FY27 with the rupee averaging below 90, aided by valuation support, selective RBI intervention, stable inflation and potential trade deal triggers.
Goldman Sachs Timothy Moe expects India to stage an earnings-led comeback in 2026, with MSCI India earnings growth seen at 15%. Valuations are expensive but defensible, limiting upside from re-rating. A recovery in earnings, domestic consumption, financials and policy support could help revive foreign investor interest later in the year.
Union Budget expectations, Q3 earnings, 6 other factors that may shape this weeks action on D-St
The sell-off was broad-based, with all sectoral indices finishing lower and midcap and smallcap stocks seeing notable wealth erosion.
Gold back in limelight: Whats powering the move toward $5,000 and what comes next
The recent rally in global gold prices reflects a powerful convergence of geopolitical frictions, trade-policy uncertainty, and a visible shift in investor appetite away from U.S. assets.
Pre-Budget volatility clouds Nifty, Kalyan Jewellers may see relief rally, says Anand James
Anand James, Chief Market Strategist at Geojit Investments Limited, shares his view on Niftys fragile technical setup, the likelihood of heightened volatility around the Budget, and whether oversold stocks like Kalyan Jewellers are poised for a relief rally.
Budget 2026: Why market may shift from broad rallies to stock-specific bets
A key shift we expect is transition in policy emphasis from stimulating consumption to enabling production, reflecting a broader economic pivot from a Buy India approach to a Build India agenda.
Oil holds onto gains as Iran keeps investors on edge
Oil prices extended gains on Monday after climbing more than 2% in the previous session, as tensions between the U.S. and Iran kept investors on edge even after Kazakhstan's main export pipeline resumed full operations.
Gold hits record above $5,000 as global uncertainty drives safe-haven rush
Prices were supported by a weaker dollar, expectations of U.S. interest rate cuts, strong central bank buying led by China, and record inflows into exchange-traded funds.
Gold hits record above $5,100 as investors rush to safe haven
The rally has been fuelled by a weaker dollar, expectations of U.S. monetary easing, strong central-bank buying, and sustained inflows into gold-backed ETFs.
NBFCs let it pass through as funding costs increase
Retail loan pricing at some NBFCs has risen, offsetting recent repo rate cuts due to climbing borrowing costs. Experts note that while many maintain rates, some are passing higher funding expenses to customers via increased lending rates or fees. The spread between NBFC and corporate borrowing costs has widened significantly.
Yen surges as intervention risks lurk, gold surpasses $5,000/oz
Gold surged past $5,000 per ounce early on Monday following a turbulent week where tensions over Greenland and Iran rattled sentiment, while markets remained on tenterhooks after a rout in bonds and violent spikes in the yen.
'Violent' price spike rocks gas traders' bad winter bets
US and European gas traders wrongly predicted a mild winter. Now, a severe cold snap in America has sent natural gas prices soaring. This surge impacts global markets, with Asian buyers potentially priced out. Tankers are rerouting to Europe. Traders are in panic mode as pipelines face freezing risks, threatening supply amid high demand.
Greenko Energy raises Rs 4,800 crore from NaBFID
Greenko Energy Holdings secured 4,800 crore from NaBFID. This funding will retire dollar bonds maturing soon. The loan is for 38 special purpose vehicles with 1 GW renewable capacity. Greenko plans to use the funds for bond redemption this week. The company has a net installed capacity of 11 GW across India. Fitch recently downgraded Greenko's rating citing project delays.
Nifty eyes relief rally on tariff hopes, FIIs remain a drag
Markets anticipate a rebound early in the shortened week following news of potential tariff removal on India. Despite oversold conditions, a sustained bounce hinges on reduced foreign institutional selling. Analysts identify key support and resistance zones, with a durable sentiment improvement requiring the index to reclaim higher bands.
Market on high alert for Yen intervention
Traders are on high alert for potential Japanese government intervention to curb the yen's recent decline, with speculation fueled by reports of the Federal Reserve Bank of New York contacting financial institutions about the exchange rate. This move, potentially with US backing, follows a warning from Prime Minister Sanae Takaichi about abnormal yen movements.
Bank holiday today: The RBI has announced a total of 16 holidays for all public and private banks across India in January 2026, including the State Bank of India (SBI). Check if this includes also today
Quick commerce eats into Amazon, Flipkart ad spends as brands chase conversions
Brands spanning food, wellness, and personal care say they are now allocating up to half of their digital ad spends to quick-commerce apps such as Blinkit, Swiggy Instamart, and Zepto, as sales velocity and return on ad spends improve sharply.
Gold tops record $5,000 mark on Trump policy uncertainty
Gold prices have reached a record high of over $5,000 per ounce. This surge is driven by global uncertainty and policies from US President Donald Trump. Recent events, including trade war fears and pressure on the Federal Reserve, have boosted gold's appeal. Investors are seeking safe havens as confidence in the dollar and bonds wavers.
Bank holiday on January 26: Are banks open or closed tomorrow for Republic Day? Check RBI calendar
India will celebrate Republic Day on 26 January, Monday, which is why banks will be closed. However, digital banking services remain available for transactions.
Derivatives signal capped upside for equities
Options data and FII activity suggest rallies may face resistance in the near term
Media firms look beyond the home screen, eye eyeballs offshore
Media and entertainment firms are forming global partnerships to tap into the lucrative diaspora market. Despite India's growing consumption, monetization remains challenging. Collaborations focus on producing diverse content for international audiences while navigating competition.
Working remotely from India? When short stays trigger taxand when they dont
From overseas employees working briefly from India to gifting money to NRIs, heres how Indian tax rules apply in two common cross-border situations.
The iSIF Hybrid LongShort Fund blends equity and debt with limited short exposure using derivatives and special situations. It aims for smoother, risk-adjusted returns across cycles by adjusting net exposure based on valuations and market conditions. Derivatives are used for both hedging and income generation, while limited liquidity makes it suitable for investors seeking lower volatility and longer horizons.
Union Budget 2026: What markets need to rebuild retail investors confidence
Retail investors have stayed committed to Indian markets through multiple crises, but their confidence must be continually reinforced as savings grow. Taxation, especially STT, CTT, and capital gains, adds friction and makes India less competitive globally. Predictable, rational tax policy and long-term support for mutual funds are crucial to sustain domestic capital formation. Higher capex, especially in defence and infrastructure, is essential for long-term growth.
Pre-Budget setup: Nifty enters high-stakes zone. How to trade before D-Day
As the Nifty slips below its 200-day moving average amid sustained FII outflows and a weakening rupee, market sentiment has turned sharply cautious ahead of the Budget. Rupak De, Senior Technical Analyst at LKP Securities, shares his January expiry strategy, key levels to track, and stock ideas in a volatile pre-Budget environment.
Stock market holiday: Will NSE and BSE remain closed on January 26 for Republic Day?
Indian stock markets will be closed on Monday, January 26, for Republic Day, affecting trading across NSE, BSE and MCX. The closure marks the second market holiday of 2026. Trading will resume on Tuesday, January 27. For the rest of the year, exchanges will remain shut for 14 sessions, including Holi, Ram Navami, Diwali, Christmas and other national and regional observances.
Why the rich still get systematic investing wrong
The rationale for systematic investing is independent of portfolio size. Whether an investor has 1,000 or several crores, market direction over the short or long term remains inherently uncertain.
FNPO has said that the previous pay commissions did not apply the fitment factor consistently at all levels, both by design and necessity. Therefore, it has sought fitment factors ranging from 3.0-3.25 for various central government employee levels
As Budget 2026 approaches, WhiteOak CEO Aashish Somaiyaa says the focus should shift from headline reforms to fixing structural market frictions. He argues that the current securities transaction tax and dividend taxation framework amounts to double taxation and needs review. Somaiyaa also highlights Atmanirbhar Bharat as a continuity-led strategy, explains the cyclical nature of FII flows, and stresses that macro stability will drive foreign investor confidence.
Q3 earnings, US Fed interest rate decision, Budget to steer market movement: Analysts
Equity markets would be closed on Monday for Republic Day; The Union Budget will be presented by FM Nirmala Sitharaman on February 1, and the NSE and BSE will conduct live trading on that day
Mcap of 9 of top-10 most valued firms plunges by 2.51 lakh crore; Reliance biggest laggard
The combined market valuation of nine of the top-10 most valued firms, including Reliance Industries, HDFC Bank, ICICI Bank and Bharti Airtel, plunged by 2,51,711.6 crore
Q3 earnings, Fed rate decision, Budget to steer Dalal Street this week
Stock market is gearing up for an eventful week ahead where key triggers such as quarterly earnings from corporates, the US Fed interest rate decision and the upcoming Union Budget for 2026-27 would grab the limelight, analysts said.
How Mukul Agrawal tweaked his Rs 6,500-crore portfolio in Q3. Heres all you need to know
Ace investor Mukul Mahavir Agrawal reshuffled his Rs 6,500-crore equity portfolio in Q3, adding new names and adjusting stakes across several holdings. He entered stocks such as Hindustan Construction and Alcargo Logistics, increased exposure in Vasa Denticity and Vikran Engineering, and trimmed or exited positions in firms like Monolithisch, Pearl Global and Stanley Lifestyles. The moves reflect tactical repositioning after 2025s sharp smallcap selloff.
Axis Bank Q3 Preview: PAT may fall 8% YoY with margins under pressure; loan growth to recover
Axis Bank is expected to post a mixed Q3 performance, with healthy loan and deposit growth supporting balance sheet expansion, but pressure on margins weighing on profitability. Brokerages see NII rising about 4% year-on-year, while PAT is likely to decline around 8%. Loan growth is seen rebounding to about 14% YoY, with deposits growing faster than the industry.
India tilts crude sourcing towards middle-east, as Russian barrels lose momentum
January data shows a shift toward lower-risk supplies, with Iraq and Saudi Arabia gaining share as sanctions and compliance issues curb Russian imports
From emergency credit to smart liquidity tool: How Indian households are reframing gold loans
The traditional and modern approaches being adopted for the gold loans will make the whole scenario a smart move for the modern and financially aware India
14 penny stocks crash up to 80% in three months. Check full list here
Low liquidity, high volatility and limited transparency make them vulnerable to manipulation and sudden price swings.
8 midcap stocks that could deliver over 50% upside. Do you own any?
Based on consensus estimates, Trendlyne data shows that a number of midcap stocks are poised to deliver strong returns over the next 12 months.
Silver: From store of value to engine of the new economy
The white precious metal is now trading in an uncharted territory, with no clear historical resistance levels
WTO cotton clash: India seeks standalone deal, while US and EU push for broader reform
As per a WTO document, India told members that cotton remains critical for livelihoods and rural development in developing and least-developed countries, and that progress on the issue has been limited despite long-standing mandates.
AI chatbots as your investment advisor: The risks investors aren't seeing
While AI chatbots are a great tool to learn concepts, narrow down choices or even discover options, the risk lies in treating recommendations as advice. Action-oriented money decision-making driven by AI can be risky
Currently, bank employees get the second and fourth Saturdays off each month, apart from Sundays and RBI-listed holidays
Goldsilver ratio at 50.9: What it means and how investors can use it
Decoding one number that quietly links both metals, the gold-silver ratio
Adani Group companies respond to US SEC summons reports saying no allegations made against them
Adani Enterprises, Adani Ports and SEZ, Adani Total Gas and Adani Energy tell stock exchanges that the matter does not require any disclosure under SEBI rules, and no additional information needs to be reported
Vedanta Aluminium secures 18 BIS certifications for smelting ops in Jharsuguda, Korba
BALCO secured its 8thBIS certification for top-grade alloy wire rods
The companies, Sedgman and Leighton Asia, will bring global minerals processing expertise and on-ground infrastructure execution, respectively
NSE sets up investor awareness stall at Kolkata Book Fair
The pavilion aims to enhance investors understanding of the securities market through interactive displays, one-on-one interactions, investor awareness workshops and a grievance redressal helpdesk
FPIs dump 11,068 crore in equities as selling intensifies through the week
Rupees relentless depreciation key trigger for exodus
FPIs dump Indian equities worth Rs 33,598 cr in Jan so far. Is the sentiment set to worsen further?
According to VK Vijayakumar, Chief Investment Strategist at Geojit Financial Services, FPIs not only continued their selling spree in the week ended January 23 but also intensified it. The sustained outflows have wiped off Rs 16 trillion in market capitalisation for the week alone, contributing to a 2.5% decline in the Nifty index.
Dalal Street Week Ahead: Volatility to stay elevated, traders urged to stay nimble
Markets experienced a sharp corrective move, with Nifty ending lower after a volatile week and breaking below key technical levels. India VIX surged, signaling increased risk perception. Despite a potential technical rebound due to oversold conditions, volatility is expected to remain elevated, especially with F&O expiry.
Adani Group clarifies on US SEC summons report; says no allegations against company
Adani Group companies clarified via stock exchange filings that they are not parties to any US SEC legal proceedings. Reports indicated the SEC sought court approval to serve summons to Gautam Adani and Sagar Adani via email after Indian authorities denied previous requests. The group reiterated no allegations are against the company.
Govt of Singapores India portfolio: 11 stocks rally up to 90% in 10 months, new Q3 pick unveiled
Despite the decline in overall portfolio value during FY26, stock-level performance remains encouraging. More than half of the holdings delivered positive returns, with 11 stocks surging between 25% and 90% within a span of less than 10 months in FY26.
Indian equity markets closed the week on a subdued note, impacted by profit-booking and foreign investor outflows. Global trade concerns and domestic earnings disappointments weighed on sentiment. Analysts suggest caution ahead of the Budget, with Nifty facing resistance and broader markets showing weakness. PSU banks are outperforming private peers.
Kotak Mahindra Bank Q3 results: Standalone PAT rises 4% YoY, NII grows 5%
Kotak Mahindra Bank has announced a solid financial performance for the third quarter of fiscal year 2026. The private lender saw its standalone net profit climb 4% year-on-year to Rs 3,446 crore. This growth was supported by a 5% rise in net interest income, reaching Rs 7,565 crore, indicating a healthy expansion in its core lending operations.
UltraTech Cement Q3 results: Cons PAT zooms 32% YoY, net sales up over 22%
Ultratech Cement has announced strong financial results for the third quarter of FY26. The company's profit after tax saw a significant 32% year-on-year increase, reaching Rs 1,792 crore. Net sales also climbed by 22.5% year-on-year to Rs 21,506 crore. These figures exclude the impact of the New Labour Code.
Silver breaches $100/oz: Is the white metals best yet to come?
Silver has surged past $100 per ounce for the first time, driven by a confluence of factors including a weakening dollar, robust industrial demand for green technologies, and supply constraints. Analysts highlight its evolving role from a safe haven to a critical mineral, with expectations of continued strength amid global economic shifts and geopolitical uncertainties.
In the upcoming week, a host of companies have announced such actions, ranging from high-percentage interim dividends to rights issues at discounted prices. The following slides provide a detailed, day-wise summary based on StockEdge data.
Concurrent Losers: 15 small-cap stocks decline for 5 consecutive sessions
IPO calendar: 5 new issues to hit the market next week, Shadowfax to debut on bourses
The primary market anticipates a quiet week with no mainboard public offerings. Investor focus will shift to SME platforms, featuring five IPOs. Shadowfax Technologies is set for its mainboard listing. SME IPOs from Accretion Nutraveda, Msafe Equipments, Kanishk Aluminium India, and CKK Retail Mart will open. Listing performance is expected to vary.
