Sector looks for steady project flow across transport, defence, power and industrial manufacturing
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.
Given the sell signals from momentum indicators and the fall below all key moving averages, if the Nifty 50 decisively breaks below 24,900 (the previous week’s low), a correction toward the 24,600–24,500 zone cannot be ruled out, experts said.
Consolidation with range-bound trading is expected to continue over the next few sessions. Below are some short-term trading ideas to consider.
Short-term moving averages trended down, with momentum indicators showing a sell signal and an elevated VIX signalling caution.
A group of materials producers led gains Monday on MSCI Inc.’s broadest index of Asia Pacific equities.
Trading on the NSE and the BSE will resume on January 27 (Tuesday).
Five new companies will be available for trading on the bourses this week including Shadowfax Technologies - the only company from the mainboard segment.
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.
From a market perspective, the Budget is likely to be incrementally supportive rather than transformative.
India must achieve a ‘Golden Mean’ between fiscal prudence and growth-focused stimulus in Union Budget, said Himani Shah of Alchemy Capital Management.
In the trading week starting from January 27 till February 1 (except Saturday holiday), the cautious market is expected to be volatile with focus majorly on Union Budget, and Fed interest rate decision.
In the current market condition, key would be to stay highly selective, not short the markets too much, and stay invested in relatively stronger pockets, said Milan Vaishnav.
The domestic currency has weakened by 202 paise, or over 2 percent, so far this month. In 2025, it had declined 5 percent amid sustained foreign fund outflows and a strong US dollar
Fund houses like HDFC Mutual Fund and Franklin Templeton India are expanding on-ground investor education through street plays and nationwide outreach to promote long-term mutual fund investing.
Support for rural consumption in terms of employment guarantee schemes and food/fertilizer subsidies is likely to be sustained.
Kanohar Electricals IPO | The company proposed to mop up Rs 300 crore via issuance of fresh shares, while promoter K Sons Family Trust will be selling up to 1.45 crore shares via offer-for-sale.
ETFs remain effective instruments when price discovery is orderly. When it is not, outcomes become uneven — even in rising markets. So, participating in a bull market is not only about choosing the right asset. It is also about ensuring that the chosen instrument allows the investor to actually receive the return the asset delivers.
Unless earnings growth improves meaningfully and catches up with expectations, there remains scope for further time correction or price correction in overvalued mid cap stocks, said Rohit Sarin of Client Associates.
With Iran warning that any attack would be treated as “all-out war,” markets remain alert to the risk of disruptions through the Strait of Hormuz, which carries roughly 20% of global crude flows.
Momentum indicators remain weak, with the weekly RSI hovering around the 45 mark—its lowest level since April 2025—and trading below its 9-week average, signalling persistent downside momentum in Nifty 50, said Sudeep Shah.
As part of the grandfathering process, the scheme will continue with its current structure but will be merged and/or wound up upon completion of three years from January 20, 2026.