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Government extends import curbs on low-ash metallurgical coke till June 2026
The curbs apply to metallurgical coke with ash content below 18 per cent, including coke fines, coke breeze and ultra-low phosphorus met coke
Bagmane Group files draft paper to launch Rs 4K cr REIT public issue
Bagmane Prime Office REIT, which is backed by Bengaluru-based realty firm Bagmane Group, has filed a draft paper with market regulator to launch its Initial Public Offering (IPO) to raise up to Rs 4,000 crore.
US yields push higher after latest jobless claims
Treasury yields moved higher on Wednesday after new U.S. jobless claims, the last major economic data before the New Year, came in lower than forecasts.
Ahead of Market: 10 things that will decide stock market action on Thursday
The market ended 2025 on a strong note, with Sensex and Nifty rebounding on Wednesday after several losing sessions on broad-based buying and metal sector gains following new steel safeguard duties. Analysts see a constructive start to 2026, supported by improving demand, a firmer earnings outlook and stabilising sentiment.
PSU stocks are likley to dominate Thursdays trading setup as Bank of Maharashtra and BPCL flash fresh bullish breakouts backed by strong volumes and momentum.
Indians are taking more retail loans: Consumer loans jump to 55% of household borrowings in H1 FY26
While household indebtedness has climbed to 41.3% of GDP, surpassing the five-year average, the RBIs Financial Stability Report suggests resilience, as a higher share of prime borrowers drives this growth.
Mutual Fund assets grows 19% to 81 lakh crore
Out of the total AUM, 36 lakh crore were in equity schemes and 45 lakh crore in non-equity schemes
Vodafone Idea secures Rs 5,836 crore promoter payout; to receive Rs 2,307 crore in 12 months
Vodafone Idea will receive Rs 5,836 crore from Vodafone Group under the amended Implementation Agreement, with Rs 2,307 crore to be released over 12 months. The agreement settles long-pending contingent liabilities linked to the Vodafone-Idea merger.
Oyo parent files confidential papers with Sebi, eyes Rs 6,650 crore IPO at $78 billion valuation
Oyo parent PRISM has filed confidential IPO papers with SEBI, aiming to raise up to Rs 6,650 crore at a $78 billion valuation. The move follows recent profitability, bonus share issues, and growth from acquisitions. SEBIs pre-filing process allows regulatory refinement ahead of a public offering.
Auto PLI disbursals hit 2,000 crore in FY26, government says
The government will invoke bank guarantees of 10 auto component makers that have not made any investments to date
As tariffs uncertainties end and demand improves, metals will likely sparkle in 2026
Copper, aluminium, cobalt and uranium may gain the most, while nickel could be flat
RBI flags higher slippages, write-offs in private banks' unsecured loan books
RBIs December 2025 Financial Stability Report reveals a growing divergence in Indias credit landscape.
Despite gains, Sensex, Nifty end as worst global performer
For the 10th consecutive year, both benchmarks close in the green
Promoters, PEs, VCs sell shares worth 2.34 lakh crore in 2025 through block deals
MFs were one of the top-20 buyers in the bulk and block deals this year with SBI MF buying shares worth 18,576 crore, while ICICI Pru MF and Kotak Mahindra MF acquired shares for 7,789 crore and 5,709 crore
What are retirement mutual funds and should you invest in them for long-term wealth creation?
Retirement mutual funds offer more flexibility than PPF and NPS, with a five-year lock-in period. These funds provide various investment options and promote discipline among investors. They represent a growing category, with 29 schemes and significant assets under management as of November 2025.
Are commodity markets MCX and NCDEX closed on January 1, 2026? Check here
MCX will be open for trading on January 1 during the day session from 9 am to 5 pm and will remain closed in the evening session. Similarly, NCDEX will operate in the morning session but will observe a holiday in the evening session.
Six largecap stocks, including Shriram Finance and Vodafone Idea, hit fresh 52-week highs amid a strong market rally, posting monthly gains of up to 17%.
India bonds fall for second month; supply worries outweigh rate cut, liquidity steps
Indian governments bonds slumped for a second straight month in December as the central bank's rate cut and liquidity infusion did not sufficiently encourage investors, who were plagued by rising supply worries and tepid risk appetite.
NSE, BSE stock market holidays in 2026: 7 long weekends, 15 closures, check details here
Indias stock markets will remain shut for 15 days in 2026, creating seven long weekends, while trading continues on January 1. The NSE and BSE holiday calendar offers investors early clarity to plan trading, liquidity and portfolio strategies.
Indias FMCG sector is entering 2026 betting on volumes, not prices
Easing inflation, GST tweaks and stable commodity costs are lifting sentiment, but questions remain over the durability of demand and margin protection.
Bitcoin ended 2025 down 5%, 30% off its October peak, amid volatility and mass liquidations. Experts highlight improved liquidity, low exchange reserves, rising institutional interest, and clearer regulations as potential stabilisers. With major central banks easing and crypto infrastructure expanding, 2026 could see a healthier, more sustainable market recovery.
Rupee plunges 5% in 2025 amid persistent foreign fund outflows, dollar strength
On the last trading session of 2025, the rupee depreciated 13 paise to close at 89.88 (provisional) against the US dollar as month-end demand and FPIs dollar buying kept it lower
RBI governor urges balancing regulatory prudence with fostering innovation
In his foreword to the RBI's half-yearly Financial Stability Report, Sanjay Malhotra says maintaining financial stability and strengthening the financial system remain the regulator's north star.
Gainers & Losers: Vodafone Idea among 7 big movers on Wednesday
Indian markets snapped a four-day losing streak on the final trading day of 2025, with metals, auto and financial stocks leading gains, while select stocks saw sharp moves on news and profit booking.
Rohit Srivastava on why 25,800 is key support and 26,500 the next big test for Nifty
Market analyst Rohit Srivastava says the Nifty has formed strong support near 25,800 and could attempt a breakout towards 26,500 in the medium term. PSU banks, metals and autos led gains in 2025, driven by interest rate cuts. Broader sector participation, he says, is key for the next leg of the market rally.
Tata Steel, JSW Steel surge over 4% on three-year import duty
The duty, effective from April 21, 2025, to April 20, 2028, will apply to imports from China, Vietnam, and Nepal
Indias office market hits record high in 2025 as flex spaces drive growth: Gulam Zia, Knight Frank
India's office real estate market is a global outlier in 2025, with leasing activity set to exceed 80 million square feet. Flexible workspaces are a key growth engine, contributing nearly 20% of total leasing and becoming integral to corporate strategies. This surge defies global slowdowns, driven by GCCs, domestic demand, and supply constraints.
Want to accumulate 50 lakh in the next 12 years? Here's how much you need to invest in SIP
The higher the rate of return on investment, the faster you achieve your financial goals. Additionally, the more focused you are on your financial goals and the timeline to achieve them, the easier it becomes to formulate a financial plan.
Zerodhas late MTF entry still nets 5% market share but Nithin Kamath flags cost blind spot
Zerodha founder Nithin Kamath reveals that the brokers Margin Trading Facility has captured 5% market share despite limited promotion, while highlighting low cost awareness among retail investors and the impact of brokerage pricing on long-term returns.
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.
While the provisions of the 8th Pay Commission will be effective from 1 January, 2026, the implementation is expected to be delayed. This is why government employees and pensioners will receive arrears.
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.
Indian Oil buys first Colombian oil under Ecopetrol contract, sources say
Indian refiners are scouting for crude as tighter US and EU sanctions on Moscows producers and vessels are disrupting Russian oil imports
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
