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Nifty crashes 1.4% to three-month low as tariff fears trigger broad-based selloff
Only three Nifty stocks closed higher: Dr Reddys Laboratories up 0.46% to 1,172.60, HDFC Bank up 0.28% to 930.50, and Tata Consumer Products up 0.28% to 1,183.50
FMCGs old guard turns to D2C as consumer tastes shift
By backing new-age consumer brands, large FMCG companies are hoping to be in tune with evolving consumer trends. The ultimate goal is to capture premium and niche markets and mitigate slowing growth in their core portfolio. But will the strategy pay off?
ITC Hotels reports Q3 revenue of Rs 1,231 crore, PAT at Rs 237 crore
ITC Hotels reported strong December-quarter performance with revenue rising 21% and profit increasing, driven by higher occupancy, improved room rates, robust weddings and MICE demand, strong F&B growth, and continued expansion, adding new hotels and expanding its nationwide portfolio.
Gainers & Losers: Hindustan Zinc, Ola electric among 6 stocks that moved most on Tuesday
Hindustan Zinc and 3 other stocks hit 52-week high; rally up to 16% in a month
Four BSE 500 stocks, including Hindustan Zinc, SBI and Bank of India, hit 52-week highs on Tuesday despite a sharp market sell-off, extending monthly gains of up to 16%.
Defence budget may grow 810% annually; execution key for defence stocks: Amit Anwani, PL Capital
Indias defence spending may not rise sharply as a share of GDP, but capital outlays are set to grow 810% annually, says Amit Anwani of PL Capital. Aero engines, missiles and defence electronics could benefit, while execution and order delivery will matter more than fresh allocations. Submarine orders may boost shipbuilders.
Promoters raise stakes in 10 Nifty 500 stocks in December quarter
Embassy Group to invest Rs 7K cr in Mumbai housing mkt to expand biz
Realty firm Embassy Developments on Tuesday said it will invest Rs 7,000 crore in the Mumbai market to build three new luxury housing projects and complete three ongoing projects as part of its strategy to expand its business amid strong consumer demand.
Lodha Developers to invest Rs 1.3 lakh cr for 2.5 GW data centre park near Mumbai
Realty firm Lodha Developers Ltd will invest Rs 1.3 lakh crore to build a 2.5 gigawatt data centre park near Mumbai as part of its strategy to expand business.
Rupee down for fifth day on dollar demand; likely RBI offers keeps record low at bay
The Indian rupee extended losses to a fifth consecutive session on Tuesday as strong dollar demand continued to put pressure on the currency, while a fresh low was averted after likely central bank intervention.
Budget Expectations: Axis picks 26 stocks from 8 sectors to watch out for
Axis Direct expects the FY27 Union Budget to balance growth and fiscal discipline, with a projected deficit of 4.24.4% of GDP, and has identified 26 stocks across eight sectors that could benefit from capex-led growth.
Explained! Gold smashes Rs 1.5 lakh mark for first time, ever: 6 reasons why it appears unstoppable
Gold surged past the Rs 1.5 lakh mark for the first time as geopolitical tensions, tariff threats, strong investor demand, central bank buying, de-dollarisation trends, and rupee weakness combined to drive prices sharply higher in 2026.
Why the order of your investment returns matters more than you think.
This critical factor often overlooked by investors can dramatically alter long-term wealth, even with consistent average returns.
Modulus Alternatives launches 2,000 crore private credit fund
The fund, structured as a SEBI-registered Category II Alternative Investment Fund, has a tenure of five years from first close and targets a gross internal rate of return of approximately 16% per annum
Rupee falls 7 paise to settle at record low of 90.97 against US dollar
Forex traders said rising geopolitical uncertainties, including renewed US expansionary signals, have increased risk aversion and kept emerging market currencies under pressure
300-crore grants, plug-and-play park: How Chhattisgarh is wooing pharma, biotech investors
Chhattisgarh is aiming establish itself as a leading pharmaceutical and biotechnology hub in India, with strong incentives, dedicated infrastructure, officials said.
Gold and silver hit record highs amid US-Europe tensions and tariff fears
In India, MCX gold rose above 1.5 lakh per 10 grams and MCX silver crossed 3.26 lakh per kg
PNB looks to cheaper deposits to defend margins after rate cuts bite
Margin pressure from falling loan yields is pushing the state-owned lender to consider deeper deposit repricing after a series of policy rate cuts.
Sensors, AI at core of Indias plan to modernise MSMEs, cut export rejections
The government is drawing up a plan to equip 72 million MSMEs with digital factory toolssuch as machine monitoring and energy management systemsto help them meet export-market requirements, traceability and energy-efficiency standards.
Hannah Joseph Hospital to raise 42 crore via IPO
The company will issue 60 lakh fresh equity shares in a price band of 67-70 per share, and the issue will open for subscription on January 22
Oberoi Realty shares plunge 8% despite steady Q3 results
The sharp decline comes despite Oberoi Realty posting consolidated revenues of 1,561.74 crore for Q3 FY26, up from 1,460.27 crore in the year-ago quarter
ITC Hotels Q3 Results: PAT jumps 77% YoY to Rs 235 crore, revenue rises 47%
ITC Hotels posted strong Q3FY26 results, with net profit surging 77% year-on-year to Rs 235 crore and revenue rising 47%, driven by robust hotel demand, sequential growth, and the first real estate revenue contribution, despite higher costs and stock reaction.
PL Capital trims Nifty target, flags near-term caution despite reform focus in budget 2026
PL Capital says, despite near-term caution, NIFTY EPS is projected to grow at a 14.8% CAGR over FY2628.
Copper prices have stalled in early 2026 after a stellar 62% rally last year, with profit booking and volatility capping gains. While near-term momentum has softened, analysts say strong fundamentals and supply constraints continue to support the medium-term outlook.
Tata Capital is focusing on growth and customer affordability. The company is passing on lower funding costs to customers. Credit costs are declining and expected to go below 1% ahead of schedule. A 23-25% annual growth outlook remains intact. Operating efficiency and GenAI will drive profitability. Return on assets is projected to improve.
MFs' Favourite: 13 smallcap stocks surge up to 170% in FY26 so far, 5 turn multibaggers
Mutual funds ramp up stakes in 13 smallcap stocks that have surged up to 170% in FY26, with five turning multibaggers.
Nostalgia is the vibe: Gen Z hits play on 70s-90s blockbusters
Younger audiences are gravitating towards legacy cinema, seeking comfort and escape.
Gold prices hit Rs 1.5 lakh/10 gm on MCX for the first time. Can investors still buy?
Gold prices surged past Rs 1.5 lakh per 10 grams on Tuesday, driven by renewed trade war fears after U.S. President Donald Trump's tariff threats. This escalation prompted investors to seek safe-haven assets, significantly boosting demand for the yellow metal.
Indian stock markets saw a sharp fall on Tuesday. The Sensex and Nifty dropped to their lowest points in over two months. This decline followed losses in the previous session. Mixed corporate earnings, foreign fund outflows, and global trade uncertainty contributed to the weak sentiment. Information technology stocks led the selloff.
Walmart-backed PhonePe gets Sebi nod for IPO; company to file updated DRHP soon
PhonePe has secured SEBI approval for its Initial Public Offering. The company will soon submit its Updated Draft Red Herring Prospectus. This move signals India's most anticipated fintech IPO is on the horizon. The IPO will involve an Offer For Sale by existing shareholders. PhonePe leads India's digital payments market.
IEX shares fall over 4% ahead of APTEL hearing on market coupling
IEX shares fell sharply on Tuesday ahead of APTELs hearing on the market coupling issue, extending their two-day decline. Investor caution has risen as CERC signalled that market coupling will not proceed until proper regulations are framed, while past orders face uncertainty.
JM Financial has initiated coverage on LG Electronics India with a Buy rating and a target price of Rs 1,630, implying a 20% upside. The brokerage cites LGs market leadership, strong manufacturing base, collaboration with its Korean parent and robust financials, while noting risks from competition, supplier dependence and royalty hikes.
BHEL stock falls despite threefold jump in Q3 profit
BHEL reported a standalone net profit of 382.49 crore for the quarter ended December 2025, a sharp rise from 124.77 crore in the corresponding quarter last year
Dow futures sink over 600 points; Trumps Greenland move drags Europe, Asian markets
Global markets tumbled Tuesday as U.S. futures indicated sharp declines following President Trump's threat of new tariffs on eight European countries. Asian shares mostly fell, with Tokyo's Nikkei down 1.1% amid election speculation and rising bond yields. European markets also opened lower, reflecting concerns over trade tensions and corporate earnings.
Nifty faces resistance below 26,000; PSU banks and metals offer better risk-reward, says Gautam Shah
Indian markets remain range-bound below 26,000, but key support at 25,450 could trigger a rebound, says Gautam Shah, Founder of Goldilocks Global Research. PSU banks and metals offer better risk-reward amid fair valuations, while FMCG and IT stocks remain expensive. Selective, concentrated investing is key as markets await budget-led triggers.
Japan bond yields surge to records as election stokes fiscal concerns; stocks and yen fall
Japanese government bonds (JGBs) plunged, sending yields to record highs, while Tokyo stocks and the yen also fell after Prime Minister Sanae Takaichi's calling of a snap election shook confidence in the country's fiscal health.
A simple formula to calculate how much you can safely spend in retirement
A new research-backed formula replaces complex simulations to estimate safe withdrawal rates, helping Indian retirees quickly assess how much they can spend based on equity allocation and retirement length.
Arohan Financial Services plans to hit capital market during middle of 2026-27 with Rs 1,500 cr IPO
Arohan Financial Services plans to launch an Initial Public Offering (IPO) of Rs 1,500 crore in the second quarter of the next financial year. The NBFC-MFI aims to raise Rs 750 crore through fresh shares and Rs 750 crore via an offer for sale by existing investors. The company is also looking to diversify into secured lending products.
Shadowfax Technologies IPO opened with 15% subscription on Day 1, driven by strong retail interest. Grey market premium suggests a 6% listing gain, though sentiment has cooled. Analysts advise a neutral stance amid premium valuations.
Bitcoin slips to $91,000 as USEU trade war escalation weighs on sentiment
Bitcoin slipped to the $91,000 level amid risk-off sentiment triggered by escalating USEU trade tensions. Broader crypto markets remained subdued as liquidations flushed out leverage, while analysts noted continued consolidation within a wide range, with macro cues and policy signals likely to drive the next directional move.
PNB shares drop 1.9% despite strong Q3; brokerages worried over margin pressure
The stock, which hit a 52-week high of 135.15 just a day earlier, faced selling pressure as brokerages flagged concerns over shrinking margins and transition costs for new accounting norms
Nifty slides below 25,450 as Midcap, Smallcap indices face sharper losses
The broader market witnessed steeper declines, with the Nifty Midcap 100 index falling 983.85 points or 1.65 per cent to 58,658.75 and the Nifty Smallcap 100 dropping 335.20 points or 1.95 per cent to 16,855.00
Radico Khaitans Rampur whiskies win gold at International Tasting Competition
The awards align with Radico Khaitans premiumization strategy and reflect growing international acceptance of Indian single malts
Dr Reddy's Q3 preview: PAT may fall 22% YoY as US pressure to weigh on earnings
Dr Reddy's Laboratories anticipates a subdued performance for the December quarter. Pressure from its United States business is expected to offset steady growth in India and Europe. Analysts predict a decline in revenue and profit after tax. The US market faces challenges from pricing pressure and reduced contribution from gRevlimid.
Jindal Saw shares rally 20% in two sessions on strong Q3FY26 results
Jindal SAW shares climbed nearly 20% in two sessions, hitting an intraday high of Rs 188.38 on Tuesday. This surge followed strong sequential earnings growth in Q3FY26, with profit after tax rising 78% QoQ. The company also reported a robust order book of US$1,481 million and progress in reducing long-term debt, boosting investor confidence.
PNB shares slide 5% in 2 days after Q3 results. Should you buy, sell or hold?
Punjab National Bank shares slid 5% over two sessions after its December-quarter results, as margin contraction and a cut in NIM guidance overshadowed a profit beat and improving asset quality. Brokerages remain divided, with concerns over sustained margin pressure offset by stable credit growth and strong recoveries.
NBFCs poised to outperform in easing rate cycle: Sandip Sabharwal
Market expert Sandip Sabharwal highlights banking sector challenges with deposit growth and liquidity. NBFCs show promise, with specific names mentioned. The QSR space faces subdued consumer demand, leading to mergers and investor exits. Future performance hinges on demand revival and cost management. This analysis covers current trends and future outlooks.
Japan bond yields soar as election promises stir fiscal fears
Japanese government bond yields have reached record highs. This surge is driven by worries over potential tax cuts ahead of an election. These cuts could strain government finances. A weak auction for 20-year debt has intensified the sell-off. Market participants are cautious, with no clear buyers at current levels. Political uncertainty and fiscal outlook are key concerns.
As Budget 2026 approaches, the stock market is demanding tax relief amid persistent foreign investor selling and weak returns. India's equity taxation has evolved significantly, with long-term capital gains tax reintroduced in 2018 and short-term gains recently increased. Market participants hope for policy adjustments to revive inflows and confidence.
Sandip Sabharwal sees stable earnings season as IT and banks hold firm
Indian equity markets are experiencing cautious stability during the earnings season, with IT and financials under scrutiny. While overall earnings are steady, extraordinary write-offs are distorting results. The wires and cables segment stands out with robust growth, unlike other construction-related sectors, as demand remains strong despite rising copper prices.
Gold hits record high as Greenland tensions fuel trade war fears
The crisis coming hot on the heels of the US seizure of Venezuelas leader has added further impetus to what was already a breakneck rally in precious metals
HDFC Banks forced balancing act drags stock, makes it Nifty Banks biggest laggard. What to do?
HDFC Bank shares remain under pressure despite in-line Q3 results as deposit concerns and a stretched CD ratio weigh on sentiment. Brokerages stay constructive, citing medium-term growth visibility, valuation comfort, and gradual normalisation of balance sheet metrics.
Silver prices rocket nearly Rs 85,000 in first 20 days of 2026! Should you buy, sell or hold?
Silver has surged over 35% in early 2026, driven by supply constraints and rising geopolitical tensions. Prices hit record highs on the MCX, crossing Rs 3 lakh per kg and jumping further this week amid renewed USEU tensions, prompting investors to reassess their positions.
An Income Tax Notice is a formal communication from the Income Tax Department sent to the taxpayer on various grounds. Check who gets it and how to respond.
Budget expectations low, says Jefferies; lists defence capex among 8 measures to watch out for
Jefferies expects limited surprises in the FY27 Union Budget, with the government sticking to fiscal consolidation while focusing on defence-led capex and targeted consumption support. The FY27 fiscal deficit is seen around 4.2% of GDP, though a higher 4.4% could signal a growth push, supporting equities but pressuring bond yields.
Ola Electric Mobility shares dropped significantly after CFO Harish Abichandani resigned, citing personal reasons. This marks the second executive departure in two months. The company also launched its first residential Battery Energy Storage System, 'Shakti', powered by its indigenous 4680 Bharat Cells, aiming to transform energy access for households and businesses.
LTIMindtree shares fall 6.6% after Q3 results, limited re-rating seen by Street
Morgan Stanley maintained its equal-weight rating on the stock with a target price of 6,300. Nomura took a more cautious view, retaining its neutral rating with a target price of 5,900
India bonds rise on bargain buying, state debt sale eyed
Indian government bonds saw a firming trend Tuesday, driven by bargain buying as the 10-year yield held below a crucial level. Reduced state debt supply for the week also bolstered sentiment. Traders anticipate limited market movement until the federal budget announcement on February 1, with focus shifting to a significant state debt sale later today.
Trump tariff threat casts shadow over Germanys fragile recovery
Industry groups in Germany have responded with alarm, warning that such measures would strain transatlantic relations and damage both sides. Business associations criticised the escalation as harmful and unnecessary, stressing that political disputes should not spill over into trade. Exporters and wholesalers also voiced strong support for Denmark, underscoring that democratic principles should not be undermined by economic pressure.
Budget 2026: The arithmetic that will decide Indias bond market
Budget 2026 will be crucial for Indias bond market, with investors seeking fiscal continuity, credible deficit targets and transparent consolidation. Borrowing strategy, capex execution, and small savings flows will shape yields, while improved market microstructure gains importance amid deferred global index inclusion, making trust between fiscal policy and markets essential.
Markets watch closely as US top court takes up Fed independence test
The US Supreme Court is set to hear a landmark case that could test the Federal Reserves independence, as it examines whether a president can remove a Fed governor. The case, stemming from Donald Trumps attempt to oust Governor Lisa Cook, could either reinforce the central banks insulation from political pressure or clarify how presidents might lawfully exert control, potentially redefining the limits of presidential authority over monetary policy.
Why silver prices is rising: Whats driving?
The metal has delivered a stunning 30 per cent return in less than three weeks of 2026
Tariff threats revive Sell America fears as Trump rekindles trade war jitters
Tariff threats from President Trump have revived Sell America fears as markets brace for renewed trade war tensions. European equities fell, the dollar weakened, and safe-haven currencies gained, while investors assess the risk of escalated U.S.EU retaliation and potential shifts in European exposure to U.S. assets, Reuters reported.
Hindustan Zinc hits 52-week high as Q3 earnings surge on record metal prices
The stocks rally comes amid a sharp rise in global white metal prices, which have touched all-time highs due to escalating geopolitical tensions
UPL subsidiary Advanta Enterprises files draft IPO papers with Sebi
UPLs seed business Advanta Enterprises has filed draft IPO papers with Sebi for a proposed offer for sale, allowing the agrochemicals group and other shareholders to partially monetise their holdings amid an active Indian primary market.
Retail-dominated Indian stocks have experienced significant declines, with top performers crashing up to 43% since June 2024. This sharp correction, particularly in stocks with high retail ownership, highlights the vulnerability of crowded trades when market momentum shifts. Several prominent companies across sectors like infrastructure, green energy, and IT have seen substantial losses.
From housing affordability to green buildings: what real estate expects from Budget 2026
As Budget 2026 nears, India's real estate sector seeks policy continuity, fiscal support, and structural reforms to sustain growth. Industry leaders emphasize affordability, infrastructure, capital access, and regulatory efficiency to boost confidence across residential, commercial, and mixed-use segments, positioning real estate as a key driver of urban transformation and economic progress.
Brent crude futures rise as operations halt in Kazakhstan oil fields
February crude oil futures were trading at 5,431 on MCX during the initial hour of trading on Tuesday against the previous close of 5,422, up by 0.17%
Markets muted, select opportunities emerge amid volatility: Sunny Agrawal
Indian stock markets are experiencing weakness. Experts advise investors to focus on companies with strong earnings growth. The auto and auto ancillary sectors show promise. Mid-sized banks are also performing well. Investors can find opportunities in quality stocks for medium-term gains. Long-term investors can look at sectors like steel.
Markets open lower as global tariff fears weigh on sentiment; Nifty slips below 25,500
Sensex opened at 83,207.38 compared to its previous close of 83,246.18 and was trading at 82,904.23, down 341.95 points or 0.41%
Aditya Birla Fashion shares slide 9% after reports of Rs 289 crore block deal
Shares of Aditya Birla Fashion and Retail slid to a 52-week low after a Rs 289 crore block deal, as reports pointed to a clean-out trade by an undisclosed institutional investor.
Ola Electric shares fall 4% amid top-level management change
The leadership transition comes at a time when the company is facing operational and market-related challenges
Indian equities may see moderate gains, but sharp upside looks limited as earnings recovery is already priced in, says Bernsteins Venugopal Garre. With margins near peak levels, weak nominal growth and limited fiscal headroom, markets now need clear earnings upgrade triggers, not just recovery hopes, to drive stronger returns in 2026 and beyond.
Rupee seen vulnerable near 91, record low in play on flow-driven woes
Bankers say price action over the last two sessions has been particularly telling, with the rupee coming under considerable pressure on Friday and then extending its decline on Monday despite broadly supportive cues from Asian currencies
Silver hits record high as US-EU crisis over Greenland simmers
The USs aggression toward its NATO allies has rattled markets, buoying demand for havens and reviving the Sell America trade
Kotak Mahindra AMC, Aequitas among top 10 equity PMS performers in 2025. Full list here
In December 2025, Indian equities saw volatile trading with investors favoring selective strategies. East Green Advisors' Quant Strategy led the top 10 equity PMS performers with an 8.33% return. Kotak Mahindra AMC's Fintech and Aequitas' India Opportunities Product also featured prominently among the top performers.
Sensex falls over 300 pts, Nifty below 25,500 amid trade worries and foreign selling
Indian stock markets continued their downward trend on Tuesday, with both the Sensex and Nifty experiencing a second consecutive session of declines. Investors are closely monitoring global trade uncertainties and ongoing foreign fund outflows, while the quarterly earnings season also captures market attention. The Sensex dropped over 300 points, and the Nifty 50 fell more than 90 points.
Gold and silver prices surged to record highs on Tuesday, driven by renewed trade war concerns following US President Donald Trump's tariff threats linked to Greenland. Investors sought safe-haven assets amid heightened global uncertainty. While prices later pared some gains, volatility is expected to persist.
Wipro among 7 F&O stocks with a sharp rise in futures open interest
A sharp increase in futures open interest indicates a rise in the number of active, unexpired contracts in a security.
Selling spree! Dolly Khanna trims stake in 5 stocks, exits one in Q3. Do you own any?
Ace investor Dolly Khanna has adopted a cautious approach in Q3 FY26, trimming stakes in five stocks and potentially exiting one. She has also added IFB Agro Industries to her portfolio. This move comes amid a generally cautious market sentiment.
Gov bonds to track weaker US Treasuries, supply concerns persist
The benchmark 10-year 6.48% 2035 bond yield is likely to be in the range of 6.66% to 6.70%
Rs 8,600 crore selloff! Infosys most sold stock by mutual funds in December. Time for a U-turn?
Mutual funds divested Rs 8,600 crore of Infosys shares in December. The IT major has since reported better-than-expected Q3 results and increased its full-year growth forecast. This performance is now attracting investor attention, signaling a potential stabilization in the stock's outlook. Analysts are revising targets upwards, anticipating accelerated growth driven by AI services.
Treasuries, stocks fall on Greenland tariff angst: markets wrap
Longer-maturity US yields climbed as Trumps unpredictable policies revived the sell America trade and fuelled concern about the countrys fiscal position
PB Fintech among 4 stocks flashing bullish signals, hinting at a possible uptrend
Adani Power in focus as NCLAT clears Rs 4,000-crore Vidarbha Power acquisition
In terms of valuation, the stock is currently trading at a price-to-earnings (P/E) ratio of 22.86. Its price-to-sales (P/S) ratio stands at 3.49, while the price-to-book (P/B) ratio is 4.73, indicating how the market values the company relative to its earnings, revenue, and net worth.
Bharat Coking Coal says it will fund expansion and modernisation through internal cash flows despite its IPO being a pure OFS. The Coal India subsidiary targets over 2,000 crore annual profit, plans to double coal washing capacity, and expects up to 3x realisation from washed coal, with growth driven by rising steel demand.
Q3 Results Today, 20th Jan 2026 Live Updates: Find all the latest Q3 results 2026 updates
ACME Solar shares in focus as 68 MW Gujarat wind project goes operational
ACME Solar Holdings announced the commencement of commercial operations for 68 MW of its 100 MW wind power project in Gujarat. Implemented via its subsidiary, the project is backed by a long-term PPA with GUVNL, supporting stable revenues and strengthening ACMEs wind energy portfolio.
