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The Economic Times

Business / The Economic Times

How 2026 is shaping up for Indian investors? Gurmeet Chadha shares his asset class view

As global macro conditions shift, investors are rethinking asset allocation for 2026. Gurmeet Chadha of Complete Circle Consultants highlights constructive prospects for Indian equities, caution on silver, moderation in global AI-led trades, and potential outperformance in long-duration bonds, supported by fiscal strength and likely inclusion in the global bond index.

10 Jan 2026 6:51 pm
Sebi likely to approve NSE IPO this month, says chief Tuhin Kanta Pandey

Sebi Chairman Tuhin Kanta Pandey said the regulator is in the advanced stages of granting a no-objection certificate for the long-pending NSE IPO, likely within this month. NSEs listing process, delayed since 2016 due to regulatory clearances, has progressed after corrective measures and the settlement of past cases.

10 Jan 2026 6:36 pm
DMart Q3 Results: Cons profit jumps 18% YoY to Rs 856 crore, revenue up 13%

Avenue Supermarts, the parent of DMart, posted strong Q3 FY26 numbers with consolidated PAT rising 18.3% YoY to Rs 855.92 crore, compared to Rs 723.72 crore a year earlier. Revenue from operations grew 13.3% YoY to Rs 18,100.88 crore, up from Rs 15,972.55 crore in the same quarter last fiscal.

10 Jan 2026 5:29 pm
Dalal Street Week Ahead: With momentum fading, can Nifty defend 25,300?

Nifty broke below its 500-point trading range, ending the week down 2.45% amid global uncertainty and a spike in volatility. Technical indicators signal weakening momentum, with support at 25,50025,300 crucial. Sectoral trends show Services, Pharma, Infra and BFSI outperforming, while FMCG, Energy and Realty lag on relative strength.

10 Jan 2026 5:28 pm
Asset manager Aberdeen trims Venezuela bonds after stunning rally

Aberdeen Investments is reducing its stake in Venezuela's defaulted bonds. These bonds have seen a significant price increase over the past year. Portfolio manager Kevin Daly cited high tail risk as the reason for this prudent move. Despite recent gains, the path to debt restructuring remains challenging due to ongoing US sanctions.

10 Jan 2026 4:21 pm
Freddie, Fannie $200 billion mortgage bond buy underway with $3 billion purchase, FHFA's Pulte says

Federal Housing Finance Agency Director Bill Pulte confirmed a $3 billion mortgage bond purchase occurred Friday, the day after President Trump ordered a $200 billion buy to lower housing costs. Pulte also stated that the privatization of Freddie Mac and Fannie Mae remains a possibility, though he did not provide a timeline for the full $200 billion purchase.

10 Jan 2026 4:13 pm
Argentina pays $4.3 billion to bondholders, meeting critical deadline

Argentina has successfully paid $4.3 billion to sovereign bondholders, meeting its January 9 deadline. This crucial payment, despite low foreign reserves, aims to boost investor confidence and reopen international capital markets. The government is keen to signal stability as more significant repayments loom, including to the IMF. Analysts are watching for a positive market reaction and potential reserve rebuilding.

10 Jan 2026 4:08 pm
India, EU tell officials to fast-track FTA talks

India and EU trade ministers met in Brussels. They urged officials to finalize the proposed free trade agreement. Negotiations are progressing across various tracks. Both sides are committed to resolving outstanding issues. This aims to conclude the trade deal soon. The meetings focused on market access and rules of origin.

10 Jan 2026 3:27 pm
F&O Talk | Nifty cracks after new high: Is this the start of a deeper fall? Sudeep Shah answers

Markets witnessed one of the sharpest weekly declines in recent months as global risks and heavy selling dragged indices lower. Technical expert Sudeep Shah explains whether this move signals deeper correction and outlines key levels, sector strategies and near-term market triggers.

10 Jan 2026 2:40 pm
Bitcoin consolidates between $88,000 and $92,000 as drawdown remains far milder than past cycles

Bitcoin trades within a narrow $88,000 to $92,000 range as its current drawdown remains far shallower than in previous market cycles. Analysts highlight muted volatility, steady capital flows and neutral technical indicators amid a wait for fresh macro catalysts.

10 Jan 2026 1:32 pm
Motilal sees silver sparkle through 2026, pegs Rs 3.20 lakh target. Is the big run just beginning?

Silvers explosive 170% surge in 2025 may be just the beginning, says Motilal Oswal, which believes the metal is entering a multi-year supercycle. Strong industrial demand, tight supply, rising ETF flows and supportive macro trends could push MCX Silver to Rs 3.20 lakh in 2026 despite expected volatility.

10 Jan 2026 1:30 pm
Indias record rice crop is set to deepen slide in global prices

India's record rice harvest is flooding the global market, pressuring prices as demand weakens and key buyers impose stricter import rules. Farmers may face significant rate cuts to compete with rivals like Thailand and Vietnam. Analysts predict a potential drop of $15 to $25 per ton by spring due to a lack of immediate African and Middle Eastern interest.

10 Jan 2026 1:10 pm
Stablecoin transactions rose to record $33 trillion in 2025

Stablecoin transactions surged to a record $33 trillion in 2025, driven by supportive US policy under President Trump and rapid institutional adoption. USDC led with $18.3 trillion in flows, outpacing Tethers USDT. Rising usage outside DeFi signals broader mainstream demand for digital dollars amid global economic uncertainty.

10 Jan 2026 12:57 pm
Europe stocks close at record as Glencore jumps on Rio Tinto interest

European stock markets reached a new peak on Friday. Glencore's significant jump fueled the rise. Technology stocks also performed strongly, marking their best week in almost two years. This rebound shows investor resilience despite global concerns. Defence stocks saw notable weekly gains. The US jobs report indicated cooling growth, reinforcing expectations of steady interest rates.

10 Jan 2026 12:49 pm
Moodys affirms Shriram Finances Ba1 rating, outlook revised to positive after MUFG Bank investment

Moodys has affirmed Shriram Finances Ba1 rating and revised its outlook to positive following MUFG Banks planned $4.4 billion investment for a 20% stake. The capital infusion is expected to strengthen SFLs capitalisation, funding access, and profitability, positioning it among Indias highest-capitalised non-banking finance companies.

10 Jan 2026 12:16 pm
Retail investors bet big on these 12 smallcaps; stocks rally up to 65% in FY26, Do you own any?

Retail investors have steadily increased holdings in select small-cap stocks, with 12 counters delivering strong FY26 gains of up to 65%, highlighting growing confidence despite broader market weakness.

10 Jan 2026 12:08 pm
India's 2025 rice exports surge to near record as curbs lifted

Indias rice exports rose 19.4% last year to 21.55 million tonnes, the second-highest level on record, after the government lifted all export curbs. Officials said shipments recovered quickly from March as supplies improved on record production and the last restrictions imposed in 202223 were removed.

10 Jan 2026 12:05 pm
TCS, Kotak Bank among 8 stocks nearing ex-dates for bonus, dividend, and stock split. Do you own any?

TCS, Kotak Bank and six other companies are set for stock splits, bonus issues, and dividends next week, offering opportunities for investors.

10 Jan 2026 11:30 am
Indias defence order pipeline hits record levels; Astra Microwave, Bharat Dynamics top buys

India's defence manufacturing sector sees enhanced medium-term visibility due to accelerated capital acquisition approvals, with FY26 year-to-date clearances nearly double the annual outlay. This robust pipeline, spanning diverse military needs and emphasizing integrated systems, de-risks future order inflows for the sector over the next two to four years.

10 Jan 2026 11:28 am
Concurrent Losers: 12 stocks decline for five consecutive sessions

Indian markets remained under pressure as the Sensex declined for a fifth straight session. Twelve BSE 100 stocks recorded losses in all five sessions, reflecting sustained selling across sectors amid broader market weakness and cautious investor sentiment.

10 Jan 2026 11:00 am
IPO Calendar: Amagi Media Labs to headline busy week as six issues open for subscription next week

Indias primary market gears up for a busy week as six IPOs open for subscription, led by Amagi Media Labs. Alongside five SME issues, strong demand for Bharat Coking Coal highlights investor interest amid ongoing market volatility.

10 Jan 2026 10:34 am
Swiggy, Infosys among 17 stocks in BNP Paribas' top buy ideas for 2026. Check list here

BNP Paribas expects the Nifty 50 to reach 29,500 by end-2026 and has identified 17 top stock picks across autos, banks, IT, telecom, consumer and healthcare sectors, led by Maruti Suzuki, Infosys, Swiggy and HDFC Bank.

10 Jan 2026 10:31 am
IREDA Q3 Results: PAT jumps 15% YoY to Rs 1,381 crore, revenue up 28%

IREDA posted a 15.4% YoY rise in Q3 FY26 PAT at Rs 1,381 crore, with revenue up 28.2% to Rs 6,042 crore. Loan sanctions jumped 29% YoY to Rs 40,100 crore, while disbursements rose 44% to Rs 24,903 crore. Strong domestic borrowings and diversified clean energy lending underpin robust growth and execution visibility.

10 Jan 2026 10:30 am
Tejas Networks Q3 Results: Cons loss widens to Rs 196 crore, revenue sinks 88% YoY

Tejas Networks reported a Rs 196.55 crore loss in Q2, impacted by an 88% revenue drop and a significant BSNL order deferral. Despite a large inventory, the company secured private 5G wins and PLI incentives, signaling future growth potential amidst current financial challenges.

10 Jan 2026 10:16 am
Dollar set for second straight weekly gain after US jobs data

The dollar strengthened on Friday following weaker-than-expected U.S. jobs growth, suggesting the Federal Reserve may hold interest rates steady. The yen weakened as Japan's Prime Minister considers a snap election, while the euro declined against the dollar amid mixed European economic data.

10 Jan 2026 10:09 am
Weather update today: Delhi records season's coldest morning as mercury dips to 4.2 degrees Celsius; IMD predicts heavy rainfall in Chennai and Tamil Nadu

Weather Report Today: While dense fog and cold wave conditions are likely to continue in north and east India, the IMD has warned of heavy rainfall in Tamil Nadu and Chennai for January 10. Under the influence of deep depression over Bay of Bengal, most coastal areas of Tamil Nadu are likely to get moderate to heavy rainfall.

10 Jan 2026 10:08 am
Oil gains as market weighs Iran, Russia supply risks; dealmaking for Venezuela in focus

Oil prices saw a significant jump on Friday. Growing concerns over supply disruptions in Iran due to intensifying protests are impacting the market. Escalating attacks in Russia's war in Ukraine are also contributing to these worries. Despite these factors, global oil inventories are rising, potentially capping further price increases. Market focus is now on Venezuelan oil export deals.

10 Jan 2026 10:07 am
Trade deals driven by policy, not phone calls: GTRI after Lutnick remarks

A think tank argues that trade deals hinge on policy alignment, not leader calls. This challenges US Commerce Secretary Howard Lutnick's claim that the India-US trade agreement stalled due to a missed phone call. GTRI asserts that complex negotiations break down over substantive issues like tariffs and market access. The trade impasse reflects hard policy choices, not symbolic gestures.

10 Jan 2026 9:48 am
Gold set for weekly gain on US payrolls miss, broader uncertainty

Gold prices surged this week, nearing record highs, driven by weaker U.S. jobs data and escalating global uncertainties. Investors are anticipating Federal Reserve rate cuts, a traditional boost for precious metals. Geopolitical tensions, including conflicts in Ukraine and unrest in Iran, further fueled demand.

10 Jan 2026 9:46 am
D-Street sees worst week since September 2025 amid tariff fears, FPI selling

The Indian stock market has been on a downward trend, recording losses for the fifth straight day. Investors are pulling back on their portfolios in light of impending US job statistics and a critical Supreme Court verdict on tariffs.

10 Jan 2026 9:42 am
Torrent Pharma eyes Rs 12,500-crore bond sale next week. Check details

Next week, Torrent Pharmaceuticals is set to launch a hefty debt sale, targeting around 12,500 crore in fundraising. This capital will play a critical role in facilitating the company's acquisition of JB Chemicals & Pharmaceuticals. The strategy includes issuing commercial paper and non-convertible debentures, showcasing the increasing reliance on debt markets for corporate buyouts.

10 Jan 2026 9:38 am
US stocks scale fresh record high after unemployment rate improves

U.S. stocks reached record highs Friday following a mixed jobs report. While hiring slowed, the unemployment rate improved, suggesting a stable job market that might delay but not eliminate Federal Reserve interest rate cuts. Energy and housing sectors saw significant gains, while General Motors faced a substantial hit due to its EV pullback.

10 Jan 2026 9:28 am
Sebi approves 5 IPOs including that of Kissht and Alcobrew Distilleries

Sebi has approved five IPOs across sectors including digital lending, alcoholic beverages, textiles and precision engineering. Major issuers include Kissht, Alcobrew Distilleries, Aastha Spintex, Indo MIM and Kusumgar, signalling a strong and diverse primary market pipeline.

10 Jan 2026 9:27 am
Walmart to replace Astrazeneca on Nasdaq-100 on Jan 20

Walmart is set to join the prestigious Nasdaq-100 Index. The retail giant will replace British drugmaker AstraZeneca. This move takes effect on January 20. Walmart is also joining the Nasdaq-100 Equal Weighted Index and the Nasdaq-100 Ex-Tech Sector Index. Companies often switch exchanges for better alignment with investor bases and services. The Nasdaq-100 is known for including top non-financial companies.

10 Jan 2026 9:16 am
Wall Street Week Ahead: Earnings start, inflation data pose tests for resilient US stocks

Indian markets are off to a strong start in 2026, but investors should brace for potential volatility. Corporate earnings, crucial inflation data, and escalating geopolitical tensions are on the horizon. Despite a robust bull market, analysts caution that current optimism might be overlooking upcoming challenges, urging a look at defensive strategies.

10 Jan 2026 9:14 am
Bessent says US Treasury can easily cover any tariff refunds

U.S. Treasury Secretary Scott Bessent said the Treasury has enough funds to cover any refunds if the Supreme Court rules against President Trumps emergency tariffs, though repayments could take weeks or even a year.

10 Jan 2026 8:25 am
RBI trims US treasury holding to below $200 bn amid gold rush

The Reserve Bank of India has reduced its holdings in US Treasuries. This strategic move sees the central bank increasing its gold reserves. The shift aims to diversify foreign exchange reserves. This diversification is a response to global economic uncertainties. India joins other nations in this trend. The RBI's forex reserves remain stable overall.

10 Jan 2026 5:30 am
PM Modi made eight calls in 2025: India rejects US claim on trade deal delay

Modi and Trump have spoken on the phone on eight occasions during 2025, covering different aspects of our wide-ranging partnership, external affairs ministry spokesperson Randhir Jaiswal said on Friday. Lutnick had said that India was given three Fridays to clinch a trade deal with Washington last year and that Modi had to call Trump to close it.

10 Jan 2026 5:30 am
India may peg nominal growth for FY27 at 10%

India's upcoming budget may target a nominal growth rate of around 10 percent. This is an increase from the estimated 8 percent for the current fiscal year. Economic growth is expected to remain strong. Inflation is also projected to rise in the next fiscal year due to base effects.

10 Jan 2026 5:30 am
Financial Services secretary flags digital risks, says AI key to tackling mule accounts

The central bank has introduced initiatives such as MuleHunter.ai to combat mule accounts used for fraudulent transactions. The AI tool delivers high accuracy and precision with significantly low false-positive rates and is currently deployed across 20 commercial banks.

10 Jan 2026 12:44 am
Apparel exporters hanging by a thread amid new tariff threats

India apparel exports: The industry is already under pressure after the US imposed 50% tariffs on India last August, marked by deep discounts, diversion of idle capacity to domestic brands and rerouting of export orders through neighbouring countries.

10 Jan 2026 12:09 am
In a fragmenting world, India backs rules-based global economic system, says Shaktikanta Das

Delivering the first Bibek Debroy Memorial Lecture on the them Indian Economy: A Story of Rising Credibility, Shaktikanta Das, principal secretary 2 to prime minister, said the global economy is at an inflection point, with geopolitical rivalries, protectionist trade policies and weakening multilateral institutions reshaping cross-border commerce and investment flows.

9 Jan 2026 11:42 pm
MTAR Technologies bulk deal: BofA buys 2 lakh shares worth Rs 55 crore

Bank of America acquired over 2 lakh shares of MTAR Technologies for Rs 55 crore in a bulk deal, paying a 6% premium. MTAR Technologies shares surged 6.69% to Rs 2,688.30, hitting a 52-week high. The company, involved in high-precision engineering for aerospace and energy, reported a decline in net profit and revenue for the September 2025 quarter.

9 Jan 2026 10:12 pm
US Federal Reserve seen on longer rate-cut pause after December jobs data

The U.S. unemployment rate dropped to 4.4%, potentially easing Federal Reserve concerns about labor market weakness. Traders now anticipate Federal Reserve Chair Jerome Powell's final rate cut has occurred, with future easing decisions likely falling to his successor. While job growth was weaker than expected, the jobless rate decline offers the central bank breathing room.

9 Jan 2026 10:04 pm
Sebi proposes to simplify trading-related framework at stock exchanges

Markets regulator Sebi on Friday proposed an overhaul of the trading-related framework at stock exchanges, aimed at simplifying rules, removing duplication, and reducing the compliance burden for market participants.

9 Jan 2026 9:32 pm
Tata Capital block deal: Societe Generale buys additional stake worth Rs 51 cr; anchor investor sells

Societe Generale bought 14.33 lakh Tata Capital shares via a Rs 51 crore block deal after anchor lock-in expiry, while Marshall Wace exited an equal stake. The stock rose to Rs 359.85 following Indias largest 2025 IPO this week today

9 Jan 2026 9:11 pm
US Supreme Court does not issue ruling in Trump tariffs case

The U.S. Supreme Court will not issue a ruling on Friday in a major case testing the legality of President Donald Trump's sweeping global tariffs.

9 Jan 2026 8:42 pm
Budget Session 2026 to start from January 28, confirms Kiren Rijiju; Budget presentation likely on Feb 1

Budget Session will start on 28 January 2026 and continue till 2 April 2026. President Droupadi Murmu has approved the summoning of Parliament for the Budget Session 2026 and the Union Budget is likely be presented on February 1, a Sunday, followed by a recess for committee examinations. The session will reconvene on March 9.

9 Jan 2026 8:39 pm
RBI deputy governor pitches for collaboration to deal with frauds

T Rabi Sankar said collaboration between banks and central bank owned Reserve Bank Innovation Hub (RBIH) will both quicken and enhance the capability of these risk mechanisms.

9 Jan 2026 8:19 pm