The Economic Times

DLF shares are in focus after a strong Q3 performance. The company reported a 14.4% jump in net profit to Rs 1,207 crore. DLF also achieved a significant milestone by becoming gross debt-free for the first time since its 2007 IPO. Strong operating performance and consistent growth from its annuity business contributed to these positive results.

Indian property stocks are falling as developers struggle with construction delays and rising costs. Investors are wary after builders expanded rapidly post-pandemic. Slower project completion impacts revenue and increases risk. This situation is causing concern for the real estate sector and its investors. The industry must improve efficiency to regain market trust.

Bandhan Bank will be in focus after it reported a 52% year-on-year decline in net profit for the December quarter, reaching Rs 206 crore. However, sequential performance showed significant improvement with an 84% surge in profit after tax. The bank also saw an 11% YoY growth in total deposits and a 10% rise in gross advances.

We have collated a list of recommendations from top brokerage firms from ETNow and other sources.

As long as the stock is priced above the 200-day SMA on the daily timeframe, it is generally considered to be in an overall uptrend.

Aritas Vinyl's shares are set to list on the BSE SME platform on January 23, with grey market signals suggesting a flat debut close to the IPO price. The Rs 37.52 crore issue, which closed on January 20, will fund working capital and a solar project. Investors will monitor the company's execution and financial performance post-listing.

Investors in the Shadowfax Technologies IPO will soon know their share allotment status. The Rs 1,907 crore issue is set for allotment finalisation today. Grey market indicators suggest a flat listing. Shares are expected to trade on January 28. Investors can check their status via the registrar or BSE website. Refunds and demat credits will follow allotment.

Gold, silver, and platinum have reached new record highs. Geopolitical and economic uncertainties are driving these gains. A weaker US dollar is also a factor. Investors anticipate interest rate cuts from the US Federal Reserve. This is making non-yielding assets like gold more attractive. Markets are watching upcoming economic data releases closely.

The U.S. dollar faced its largest weekly drop in a year due to President Trump's Greenland actions and shifting geopolitical tensions, unnerving investors. Meanwhile, the yen weakened near one-week lows ahead of the Bank of Japan's policy decision, with focus on Governor Ueda's comments regarding future rate hikes to support the currency.

Wall Street indexes climbed for a second day as President Trump rescinded tariff threats on European allies, boosting investor confidence. Positive U.S. economic data, including strong consumer spending and resilient growth, further supported the market's advance. This rebound follows recent volatility driven by geopolitical concerns.

Indian equities rebounded on Thursday, snapping a three-day decline. Analysts anticipate market movements to be influenced by global cues, macro indicators, and ongoing quarterly earnings. Key companies like JSW Steel and BPCL are set to announce their results on Friday, while the India VIX saw a dip.

Markets rebounded on Thursday, driven by improved global trade and geopolitical sentiment. The Nifty is nearing its 200-day DEMA, with sustained gains crucial for further recovery. Several companies, including IndusInd Bank and Adani Green, are in focus due to Q3 results and news developments.

Asian equities climbed Friday, mirroring Wall Street's gains, as upbeat US economic data and easing geopolitical tensions boosted investor confidence. The dollar weakened, fueling a rise in gold prices, while emerging market assets broadly rallied amid signs of de-escalating US-Europe trade friction and a record pace of fund inflows.

IndiGo's profit plummeted 75% to 549 crore in Q3 due to 1,546.5 crore in one-time costs for customer compensation and new labor rule implementation. The airline faced disruptions from pilot shortages and a DGCA investigation found management failures in planning and implementing new rest rules, impacting its growth forecast.

Indian stocks and the rupee saw a rebound on Thursday. This recovery followed US President Donald Trump's remarks easing concerns over tariffs on Europe. The NSE Nifty and BSE Sensex closed higher, snapping a losing streak. The Indian rupee also recovered against the dollar. Geopolitical anxiety lessened, impacting gold and silver prices. Foreign portfolio investors continued to sell shares.

Indian lenders are pushing the Reserve Bank of India to commit to substantial open market operations (OMOs) of at least 3-5 lakh crore. This move aims to ease liquidity, lower yields, and boost credit growth. Economists also voiced concerns about inflation and GDP data uncertainty, urging caution on rate cuts until new figures are released.

GMR Hyderabad International Airport has raised 2,100 crore via a 15-year rupee bond to refinance an upcoming dollar debt maturity. This move highlights the operator's strategy to reduce funding costs and currency risk by focusing on the domestic market. The issuance aims to replace foreign currency liabilities with rupee funding and extend debt maturities.

ReNew Energy Global has successfully raised $600 million through its first corporate dollar bond issuance from GIFT City. The funds will primarily be used to repay existing debt, significantly reducing the company's interest costs. This strategic move by India's leading renewable energy firm underscores its focus on financial optimization.

Former President Donald Trump has filed a $5 billion lawsuit against JPMorgan Chase and CEO Jamie Dimon, alleging the bank terminated his business accounts for political reasons. The complaint accuses the lender of trade libel and violating Florida's deceptive trade practices law. JPMorgan stated it closes accounts due to legal or regulatory risk, not political or religious beliefs.

IIFL Finance shares plunged 17% despite a 20% profit rise after receiving an income-tax notice for a past block period. The company deposited 1.47 crore towards potential revision of its returns. Despite the slump, IIFL Finance declared a 200% interim dividend as net profit grew to 501 crore.

Silver prices saw a sharp decline on Thursday. This happened as stock markets rose, reaching new highs. Investors are booking profits after a significant rally in silver this year. Easing geopolitical tensions have encouraged this shift. Consumers are staying away due to price volatility. Industrial demand for silver remains a long-term factor.

Steel companies anticipate lower profits this quarter. Softening domestic prices and higher input costs are impacting earnings. However, non-ferrous metal producers are set for better results. Strong rebounds in aluminium, zinc, and copper prices are driving this improvement. A new safeguard duty on steel imports is expected to boost prices in the coming months.

Silver ETFs experienced a significant sell-off, plunging 15-20% on Thursday, far exceeding the modest decline in spot silver prices. This sharp divergence was attributed to the unwinding of speculative positions and potential forced selling due to margin calls, surprising investors after a recent record rally.

Goldman Sachs and Polar Capital Funds sold shares in Landmark Cars on Thursday. This comes after the stock's underperformance. In a separate deal, BNP Paribas acquired over 10 lakh shares in Bajaj Consumer Care. This purchase occurred at a premium. Bajaj Consumer Care shares have seen strong gains over the past year, outperforming benchmarks.

Engineering services company Cyient on Thursday reported a 24.9 per cent decline in consolidated net profit to Rs 91.8 crore for December quarter FY26, primarily due to a one-time provision on the back of new Labour Codes.

Domestic markets rebounded on global cues after positive Trump remarks, but caution persisted amid rupee weakness and FII outflows. Nifty consolidated above the 200-day average, faced resistance, volatility stayed elevated, while investors await earnings, US data and BoJ policy cues.

Bandhan Banks third quarter profit fell 52% to Rs 206 crore, hurt by lower core and other income and absence of one-time gains. Asset quality improved as bad loan sales cut NPAs, easing provisions, while advances and deposits grew steadily.

U.S. fintech stocks could gain an edge as Washington leans into a more populist, affordability-driven agenda ahead of the November 2026 midterm elections, analysts at Citigroup said in a note.

White House adviser Kevin Hassett, one of the candidates in the running to replace Federal Reserve Chair Jerome Powell, told CNBC in an interview on Thursday that the central bank's new chair should be an independent person who respects the mandates.

The number of Americans filing new applications for unemployment benefits increased marginally last week, suggesting the labor market likely maintained a steady pace of job growth in January.

Indian markets saw a strong rally on Thursday. This surge was driven by President Donald Trump withdrawing tariff threats against European nations. Additionally, technology stocks experienced a significant boost. This was due to pronouncements about the immense investment needed for artificial intelligence. Markets regained balance, reflecting a positive sentiment after recent uncertainties.

Nifty snapped a three-day losing streak, closing above the 200DMA despite volatility and resistance near key Fibonacci levels. Analysts expect near-term choppiness, with pharma, metal and auto stocks leading, while Ujjivan SFB and SBI show bullish technical setups.

India's Securities Appellate Tribunal (SAT) on Thursday directed Avadhut Sathe Training Academy (ASTA) to deposit Rs 100 crore in an appeal filed by ASTA against the Securities and Exchange Board of India (Sebi) order that barred Mumbai-based financial influencer Avadhut Sathe and his academy from offering unregistered investment advisory and research analyst services.

India's Adani Total Gas on Thursday reported its first quarterly profit increase in five quarters, as higher compressed natural gas (CNG) sales helped offset elevated gas procurement costs.

IndusInd Bank is set for a steep Q3FY26 profit decline, with brokerages forecasting 7899% YoY fall due to weak loan growth, margin pressure, and higher credit costs, though provisions may ease sequentially. NII and PPoP are also under pressure.

Bandhan Banks Q3 net profit fell 52% YoY to Rs 206 crore, but sequential PAT rose 84%. Strong deposit and advance growth, stable asset quality, and digital initiatives indicate improving fundamentals and future growth potential.

DLF posted higher Q3 FY26 profit despite weak sales bookings, aided by strong cash generation and annuity growth. Zero gross debt, rating upgrade, and expanding retail assets reinforced confidence in meeting annual guidance and sustaining long-term growth momentum.

Goldman Sachs raised its end-2026 gold target to $5,400, citing structural demand from investors and emerging-market central banks. Rate cuts, ETF inflows and diversification trends support prices, though reduced policy uncertainty could trigger profit-taking and near-term volatility.

FIIs continued their buying streak across the midcap space, steadily increasing their stake in 12 stocks for four straight quarters through December 2025.

Sensex surged 398 points to 82,307 as four BSE PSU stocks hit fresh 52-week highs. SAIL, Bank of India, Indian Bank and SBI showed strong monthly gains, signalling bullish momentum and potential upside amid broader market strength for investors today.

Realty firm ASF Group has raised Rs 1,250 crore from Alpha Alternatives to fund its ongoing prime office campus in Gurugram and reduce debt.

Realty firm TVS Emerald has raised Rs 425 crore in equity funding from the International Finance Corporation (IFC) to fund its new housing projects.

Indian government bonds gained for a third straight session on Thursday as traders grew more confident of central bank buying support and ahead of another reduction in state debt auctions next week.

Indian information technology company Mphasis reported third-quarter revenue in line with estimates on Thursday, with banking and financial services clients resuming spending on technology amid better macroeconomic and policy clarity.

Indian markets snapped a three-day losing streak as Nifty and Sensex closed higher. Stocks like Gokaldas Exports, CreditAccess Grameen and Amagi gained, while IIFL Finance and PNB Housing fell sharply despite earnings updates.

ixigo (Le Travenues Technology Limited) on Thursday reported 54.11 per cent rise in consolidated net profit for December quarter at Rs 23.95 crore, driven by higher revenue from operations including flight, train, and bus ticketing services.

IndiGos December-quarter profit plunged 75% after cancelling thousands of flights, taking a Rs 577 crore exceptional hit. Operational lapses, refunds and labour code costs hurt earnings, though ticket and ancillary revenues still grew amid regulatory scrutiny and market volatility concerns.

Goldman Sachs outlines five key investor questions ahead of the Union Budget FY27, flagging slower fiscal consolidation, constrained spending flexibility, defence-led priorities and sustained borrowing pressures, even as India stays broadly on track with deficit and debt reduction goals.