BUSINESS
More than just a blip: Are Indian markets headed towards a permanent reset?
“The recent correction could either be a temporary blip or the start of a permanent reset in market multiples to more realistic levels,” said Sanjeev Prasad, Managing Director and Co-Head of Strategy at Kotak Institutional Equities, adding that several sectors may still face further de-rating, either through price correction or time.
BUSINESS
Stocks to Watch Today: Paytm, Swiggy, ITC, Hindustan Aeronautics, Atlanta Electricals, Vedanta, Voltas, Syrma SGS, Usha Martin, MTAR, GE Shipping, Tata Motors in focus on 30 January
Stocks to Watch, 30 Jan: Stocks like ITC, Tata Motors Commercial Vehicles, One 97 Communications Paytm, Swiggy, Colgate Palmolive India, NTPC Green Energy, Indegene, Great Eastern Shipping Company, Orient Cement, Container Corporation of India, MTAR Technologies, Usha Martin, and Syrma SGS Technology will be in focus on January 30.
BUSINESS
Morgan Stanley buys 2.4% stake in Sunteck Realty, 0.8% shares in Manappuram Finance
CLSA exchanged 4.88 percent Sunteck Realty shares with Morgan Stanley, and Goldman Sachs at a price of Rs 375.1 per share.
WORLD
'We think there is another war coming soon': Trump as US-Iran tensions escalate
Trump has maintained that “a massive armada” is heading towards Iran and is ready to “fulfil its mission”, adding that time is running out for the Islamic Republic to make a deal on its nuclear programme.
BUSINESS
Icertis co-founder and executive chairman Samir Bodas passes away
Tributes described him as a visionary entrepreneur and a forceful leader who believed contracts could become a source of clarity, trust and value for organisations worldwide.
COMPANIES
Air India converts 15 A321neo orders to A321XLR to boost long-haul routes
The conversion was announced on the sidelines of Wings India 2026, a major civil aviation event being held in Hyderabad
INDIA
Economic Survey flags rapid rail expansion as track commissioning doubles after 2014
The Survey noted that average annual commissioning of railway tracks rose from 1,499 km during 2004–2014 to 3,118 km between 2014 and 2024
PODCAST
No AI-led job apocalypse yet, says Economic survey; Ashok Soota in exit mode from Happiest Minds; and Swiggy’s losses widen…yet again | MC Tech3
In today’s Tech3 from Moneycontrol, we break down how the Economic Survey 2025–26 is pushing back against fears of mass AI-driven job losses while outlining India’s real strength in application-led innovation. We also track Ashok Soota’s exploration of a stake sale in Happiest Minds, Swiggy’s widening year-on-year losses despite strong Instamart growth, and Meta’s plan to nearly double its AI spending with up to $135 billion in capital expenditure for 2026.
BUSINESS
PM Modi interacts with CEOs, experts working in AI sector
The Prime Minister emphasised the need to embrace new technology in all spheres and use it to contribute to national growth
BUSINESS
FII/FPIs net buy Indian equities worth Rs 394 crore, while DIIs net bought Rs 2634 crore on Jan 29
For the year so far, FIIs have been net sellers of shares worth Rs 43,682 crore, while DIIs have net bought shares worth Rs 69,816 crore.
BUSINESS
Kasturi Metal Composite IPO subscribed 16.6 times on final day, listing likely scheduled next week
Kasturi Metal Composite IPO | The company approached capital markets to raise Rs 17.61 crore via public issue of 27.52 lakh shares at the upper price band.
BUSINESS
Silver crosses Rs 4 lakh per kg mark in Delhi; gold hits new record of Rs 1.83 lakh per 10 grams
This year, silver prices have risen Rs 1,65,500, or 69.2 per cent, from Rs 2,39,000 per kg recorded at the end of last year.
INDIA
Jaishankar meets US envoy Sergio Gor ahead of Washington visit, discusses defence, trade and minerals
Sharing details of the meeting on X, Jaishankar said the conversation covered “the many dimensions of our partnership” and expressed confidence that Ambassador Gor would play a key role in further strengthening bilateral ties.
BUSINESS
Indian IT majors flag trust, data readiness as enterprises scale AI
Indian IT majors say the next phase will be less about hype and more about fundamentals, clean data, clear accountability, and systems that can explain their decisions at scale.
BUSINESS
ACKO Life to sell only 'pure protection' life insurance plans, not to sell investment-linked products
By shedding quasi-investment plans, the digital insurer aims to drive transparency and consumer trust with pure term life cover, it said
INDIA
Economic Survey shows steady progress, charts roadmap for Viksit Bharat: PM Modi
BUSINESS
Paytm posts net profit of Rs 225 crore in December quarter, revenue up 20%
The company’s revenue from operations surged 20 percent to Rs 2,194 crore in the reported quarter, compared to Rs 1,828 crore in the year-ago period
ENTERTAINMENT
AI is cutting down long browsing cycles, lowering barriers for storytellers: JioStar's Mani
Addressing concerns around AI replacing jobs and creativity, Mani emphasised that AI is driving a natural evolution of roles rather than eliminating them.
INDIA
Ancient coins unearthed near Bundela-era fort in Khajuraho village spark archaeological interest
. After rainfall in the area last week, villagers noticed a sparkle in the wet mud and picked up what later turned out to be coins, which they initially took home.
BUSINESS
ITC Ltd's net profit rises 6% to Rs 5,088 crore in December quarter, announces interim dividend
The company had reported a net profit of Rs 5,051.57 crore in the September quarter, the stock filing showed
BUSINESS
Storyboard18 Awards for Creativity assemble India’s most prestigious jury
The Storyboard18 Awards for Creativity were conceived to recognise work that reflects the realities of modern brand communication.
BUSINESS
Nifty delivered 0.2% average returns during Budget day in last 15 years, says this analyst
In Union Budget 2025, the Nifty slipped 0.11 percent on the day, even as backward returns were positive at 2.8 percent and forward returns turned negative at 0.43 percent.
BUSINESS
Dabur Q3 results: Net profit rises 7% to Rs 560 crore, revenue up 6%
As demand improves and recent good and services tax cuts offer additional support, Dabur is well‑positioned for the coming quarters, CEO Mohit Malhotra said in a statement
BUDGET
LIVE: Economic Survey 2025-26: Decoded
The art of economic statecraft. What’s working for India? Why the state needs to be an enabler and the need for India to become indispensable - MC decodes the economic survey #economicsurvey #budget2026 #indianbudget #economicgrowth
