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Analysts will closely track execution momentum and milestone-based deliveries, updates on conversion of large approvals into firm orders, particularly QRSAM, and management commentary on growth visibility.
Gold’s dramatic rally – the metal has more than doubled over the last two years – drives home bullion’s historic role as a gauge of fear in markets.
With the new regime now the default option, expectations are rising that Finance Minister Nirmala Sitharaman may use this year’s Budget to better balance lower rates with meaningful incentives
While near-term order inflows may remain uneven, brokerages remain constructive on L&T’s earnings outlook, citing strong execution visibility, diversified segment exposure, and continued support from public sector capex.
The relevant question should not be whether India has an economy-wide carbon price matching the EU's €85 per tonne, but whether India's policy mix delivers comparable emissions trajectories adjusted for development stage and capacity
Torrent Pharma Share Price | The USFDA inspection at Torrent Pharma’s Dahej facility conducted from January 19–23 concluded with zero observations.
Zydus Lifesciences Share Price | The USFDA conducted an inspection at the group’s Unit-2 manufacturing facility in Ankleshwar, Gujarat.
50:50 allocation to gold and silver has historically delivered a smoother return profile than silver alone, while generating higher returns than gold-only exposure over longer periods.
The GIFT Nifty is trading higher at around 25,165.50, indicating a firm opening for the day.
After a sharp shortfall in government compensation last year, payment firms are urging the Finance Ministry to hike the UPI subsidy and consider bringing back MDR for large merchants to sustain ecosystem growth.
Previously, the Section 87A rebate was capped at incomes of Rs 7 lakh under the new tax regime and Rs 5 lakh under the old regime.
The Kospi Index, one of the world’s best-performing benchmarks this year, fell 0.9%, while the South Korean won weakened after four days of gains.
Biggest Nifty gainers were Adani Enterprises, Axis Bank, JSW Steel, Adani Ports, Grasim Industries, while losers included M&M, Kotak Mahindra Bank, Asian Paints, Max Healthcare and Eternal. Except auto, FMCG, media and consumer durables, all other sectoral indices ended in the green with metal up 3%. The Nifty midcap and smallcap indices rose 0.8 percent each.
The government is expected to reduce reliance on long tenor bonds given tepid investor appetite and elevated long term yields, keeping supply concentrated in the belly of the curve.
The current expectations are of double-digit earnings growth in 2026 as the base is low. If earnings growth trajectory undershoots then Indian equities will derate further, said Naveen Kulkarni.
To be sure, the benefits from tariff reductions or eliminations will materialise once the FTA is implemented, which may take at least a year after the deal is signed.
Analysts say measures like higher home loan deductions or PMAY subsidies could directly lift loan growth and asset quality for these companies, making them key beneficiaries if the Budget delivers on affordable housing support.
Sector looks for steady project flow across transport, defence, power and industrial manufacturing
US tariffs, weak external demand and geopolitical risks dominate pre-Budget concerns
Why BlackRock sees India as a long-term opportunity even amid global AI-driven capital flows and shifting investor behaviour
Cement consumption remains closely linked to real estate and industrial construction, positioning the sector as a proxy for broader economic activity.
India’s semiconductor industry is heading into Union Budget 2026 with a clear ask: shift focus from building capacity to delivering outcomes
Stocks to Watch, 27 Jan: Stocks like Axis Bank, Kotak Mahindra Bank, UltraTech Cement, Shyam Metalics and Energy, JSW Energy, Bharat Petroleum Corporation, Nuvama Wealth Management, Gandhar Oil Refinery India, Granules India, Urban Company, and IndusInd Bank will be in focus on January 27.
Pre-Budget survey of 20 economists shows confidence in debt stabilisation even as borrowing remains elevated
The US Fed is expected to hold interest rates steady this week despite Trump's pressure to slash them, which is seen as a threat to its independence, which has traditionally been one of the pillars of US assets' solidity
