9 C 
Crude Check: Oil futures could drop a bit more
Participants can retain shorts
Bullion Cues: Gold futures and silver futures may see consolidation
Traders can avoid fresh positions
50 television channels to surrender TV licences as users shift to digital platforms: Report
JioStar, Zee Entertainment, ABP Network, are among 50 other television channel firms to surrender TV licences for different channels as users shift to digital platforms. Here's what Crisil expects from the industry.
Gold and silver steady at new year as index selling looms
Traders have flagged the metals could do well this year on further US interest-rate cuts and dollar weakness, theres concern that a broad index rebalancing might pressure prices in the near term
Bajaj Finance Q3 update: New loans booked in December quarter grow 15% YoY, AUM jumps 22%
Bajaj Finance reported a strong December-ended quarter with new loans booked jumping 15% year-on-year to 1.39 crore. The company's Assets Under Management (AUM) saw a significant 22% growth, reaching approximately Rs 4,85,900 crore. The customer franchise also expanded to 11.54 crore, indicating robust business expansion.
Looking for 2026 winners? Hindustan Copper, BSE among 10 stocks with up to 36% upside
Improving macro indicators, stronger Q2 GDP growth, benign inflation and an end to corporate earnings downgrades underpin the positive view, he said, while identifying 10 fundamentally strong stocks offering potential upside of up to 36%.
Foreign investors to stage comeback in Indian equities in 2026; AI exposure gap may pose risk
As foreign portfolio investors eye a return amid improving market conditions, concerns linger over Indias lag in attracting AI-focused capital, potentially exacerbating sectoral disparities in the equity landscape
CIEL HR Services Ltd raises 30 crore via pre-IPO placement
The company has undertaken a pre-IPO placement of equity shares for cash at a price of 110 per equity share
FIIs pull out 5,349 crore from Indian markets in first two sessions of 2026
December alone saw equity selling of over 30,000 crore, pushing total 2025 exchange-led FII outflows to 2.40 lakh crore.
Small-cap funds remain stressed amid strong inflows
Assets under small-cap increased by 21% last November to 3.70 lakh crore against 3.05 lakh crore logged in January, 2025
Dalal Street Week Ahead: Uptrend intact on weekly charts, selective profit-taking likely ahead
Nifty closed at a lifetime high, gaining 1.10% last week while consolidating within a defined range. Despite a bullish technical setup, the index shows signs of fatigue near the upper Bollinger band. The coming week anticipates a steady start with a positive bias but a cautious undertone, with key resistance at 26,500 and supports at 26,000.
Berkshire has best chance of lasting 100 years, says Warren Buffett as Greg Abel takes charge
Warren Buffett has officially stepped down as CEO of Berkshire Hathaway. Greg Abel now leads the conglomerate. Buffett expressed strong confidence in Abel and Berkshire's enduring legacy. The company's shares saw a slight dip following the announcement. This marks a significant transition for the investment giant after Buffett's six-decade leadership.
Nifty reached new all-time highs, driven by large-cap stocks, despite a weaker broader market. Positive sentiment stems from Q3 results expectations and budget hopes, with selective mid-cap buying. Analysts see continued upside for Nifty and Bank Nifty, while FII caution persists.
Axis top picks: 6 large cap stocks that can deliver returns of up to 34% in 2026
In a recent report, the brokerage has shortlisted six blue-chip stocks across multiple sectors that it believes offer attractive value and the potential to deliver returns of up to 34% over the next year.
Chennai-based CIEL HR Services raises 30 cr from Zoho, Pegasus, others ahead of IPO
CIEL HR Services IPO will comprise a fresh issue of equity shares worth 335 crore and an OFS of 47.4 lakh shares by promoters and other selling shareholders
Bharat Coking Coal IPO: Coal India arm to launch IPO on January 9. Check GMP, price, other details
Bharat Coking Coal Limited (BCCL) will launch its Rs 1,300 crore IPO on January 8, closing January 13, with promoter Coal India offloading shares via an offer for sale. The company, India's largest coking coal producer, will announce its price band on January 5. BCCL reported a net profit of Rs 1,240 crore for FY25.
Maverick fund manager Siddhartha Bhaiya, known for identifying small-cap multibaggers and drawing inspiration from Warren Buffett, passed away on December 31, 2025, due to cardiac arrest. The 47-year-old, who once described the current market as a ubble of epic proportions, was a strong advocate for gold and value investing.
Siddhartha Bhaiyas best bets: Veteran fund managers 8 stocks that delivered up to 100x returns
His Rs 4,000 crore PMS, the India Opportunities Fund, delivered a stellar 33% CAGR over 13 yearsturning a Rs 10 lakh investment into nearly Rs 4 crore.
73% of Nifty50 stocks above 50-EMA: What this signal means for traders
Market breadth has turned positive, with 73% of Nifty 50 stocks trading above their 50 EMA. This indicates expanding participation in the ongoing rally. Technical indicators suggest a strong upward trend for Nifty and Bank Nifty. Analysts recommend a buy-on-dips strategy for Nifty as long as it holds above 26,000. Bank Nifty is expected to move towards 61,500.
Selling gold or stocks? Section 54F of Income Tax Act may help you claim deductions if you do this
Section 54F, a lesser known provision of the Income Tax Act, allows taxpayers to save tax on long-term capital gains (LTCG) by reinvesting the money to buy a property.
Why Deepak Shenoy remains cautious on tobacco, QSR valuations
Deepak Shenoy of Capitalmind MF outlines investment strategies amidst market shifts, advocating for conglomerate demergers and diversification for tobacco firms. He notes QSR valuations are stretched but sees potential in electronics manufacturing and power distribution, with PSU banks expected to lead financials and autos benefiting from policy support.
Deepak Shenoy urges caution on high valuations despite sectoral opportunities
Deepak Shenoy of Capitalmind MF outlines investment strategies amidst market shifts, advocating for conglomerate demergers and diversification for tobacco firms. He notes QSR valuations are stretched but sees potential in electronics manufacturing and power distribution, with PSU banks expected to lead financials and autos benefiting from policy support.
Triple policy boosters set stage for a stronger market year ahead: Ajay Bagga
Indian markets are set for a robust year. Experts foresee renewed economic momentum fueled by government support. Expect double-digit nominal GDP growth translating to strong earnings. Financials are expected to lead the rally, with autos and technology also showing promise. Government spending on infrastructure, railways, and defence will be key drivers.
7 smallcaps with upside potential of up to 54% to bet in 2026. How many do you own?
In a recent report, the brokerage has identified seven smallcap stocks spanning utilities, financials and consumer discretionary that could offer value and potentially deliver returns of up to 54% over the next year.
Concurrent Gainers: 15 stocks gain for 5 days in a row
Despite the modest market rally, 15 stocks from the BSE 500 index recorded gains in all five sessions.
Why silver is becoming a strategic metal in the green economy
It benefits from being closely aligned with sustainability goals and infrastructure priorities, adding a layer of resilience to how it is viewed within long-term portfolios
How weak origin rules are undermining Indias copper industry
Only when rules of origin recognise substance over shape will trade policy truly align with Indias long-term economic interest
IPO Calendar: A quiet week with no mainboard activity, 3 SME issues to watch
India's 2026 IPO market begins cautiously with no mainboard issues, focusing instead on three SME offerings in infrastructure, electric mobility, and textiles. Gabion Technologies, Victory Electric Vehicles, and Yajur Fibres are set to launch their public issues next week, aiming to raise funds for expansion and working capital amidst a typical slow start to the year.
Wall Street carries big expectations after best run since 2009
Markets kicked off the new year with a strong rally, mirroring 2025's trend. Investors saw significant gains across stocks, bonds, and commodities, driven by AI enthusiasm and easing inflation. However, this broad synchrony raises concerns about diversification's effectiveness and the sustainability of future returns, with some experts warning of anemic growth ahead.
Wall Street Week Ahead-Jobs data could jolt stocks from holiday calm as 2026 kicks off
The U.S. stock market anticipates a dynamic start to 2026, with crucial jobs data on January 9th poised to signal the Federal Reserve's next move on interest rates. Investors are also keenly awaiting Supreme Court decisions on tariffs and a new Fed chair, alongside the upcoming corporate earnings season.
5 world market themes for the week ahead
Markets anticipate a busy start to the year. Key U.S. jobs data is due. OPEC+ meets on oil output. Commodity indexes rebalance. Initial public offerings are expected to increase. Investors remain optimistic despite potential risks from U.S. Supreme Court rulings and a new Federal Reserve chair announcement.
Berkshire Hathaway enters post-Buffett era as shares drift lower
Berkshire Hathaway's post-Buffett era commenced with a slight dip in shares as Greg Abel assumed the CEO role. The conglomerate, now valued over $1 trillion, faces challenges finding needle-moving acquisitions amidst a record cash pile. Abel inherits a strong financial position, with Buffett remaining as chairman to support the transition.
Dow closes higher on first day of 2026, still no Santa Claus rally
Major indexes like the Dow and S&P 500 closed higher on Friday, ending a four-day losing streak to begin 2026. Chip makers, industrials, and utilities fueled the gains, while tech giants and consumer discretionary stocks saw declines.
ITC slides to three-year low as tobacco excise hike prompts brokerage downgrades
ITC shares plummeted to a three-year low following a government excise duty hike on tobacco products. Brokerages downgraded the stock, citing fears of dampened cigarette demand and significant impact on profitability. Investors are advised to wait for clarity on price hikes and volume trends before considering buying.
Two executives quit IndusInd, bank fills key posts
IndusInd Bank announced the resignations of two senior executives, Rana Vikram Anand and Anish Behl, who are leaving to explore new opportunities. Anand will depart in April 2026, while Behl's tenure concludes in January. These departures follow a series of senior-level exits, though the bank has simultaneously bolstered its leadership with recent appointments in wholesale banking, data, and human resources.
Bank holiday today: Are banks open or closed on Saturday, 3 January? Check state-wise holiday list
Bank holiday on Saturday, 3 January: Banks remain open on the first, third and fifth Saturdays of every month, as per the bank holiday rules of the Reserve Bank of India.
Adani Enterprises to raise up to Rs 1,000 crore via NCDs
Adani Enterprises is launching a public issue of non-convertible debentures to raise up to one thousand crore rupees. The issue offers various tenors and interest payment options. This fundraising aims to meet the company's financing needs, including refinancing and general corporate purposes. The debentures are rated CARE AA- and AA- (Stable) by respective agencies.
Sebi developing AI-driven tool to analyse cyber safety at entities
Sebi is developing an AI-powered tool to analyze the cyber safety preparedness of regulated entities, aiming to strengthen risk-based supervision. Additionally, a working group is being formed to create a technology roadmap for market infrastructure institutions, ensuring innovation enhances market integrity.
Can Nifty sustain its momentum after scaling fresh all-time highs?
Indian benchmark indices, Nifty50 and Sensex, closed at record highs on Friday, marking their best weekly gains in seven weeks. This surge followed a period of range-bound trading, with analysts predicting further upward movement. Market participants anticipate significant gains for both indices in 2026, despite a cautious VIX.
Banks want deposits but end up giving more loans
A widening CD ratio is forcing banks to lean increasingly on market borrowings, liquidation of excess statutory liquidity ratio (SLR) holdings, and balance-sheet buffers to raise money for lending.
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.
ITC shares plunge 3.8% as brokerages slash targets after unprecedented cigarette tax hike
The stock has now declined 28.44% over the past year
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.
