As India steps into 2026, the defence sector is transitioning from a period of "order book anticipation" to a high-octane "execution phase," making it a cornerstone for strategic long-term portfolios
Brokerages remained largely bullish on HDFC Bank stock after its Q3 FY26 results, citing a modest earnings beat and margin improvement, while continuing to flag deposit growth as the key near-term concern.
CG Power & Industrial Solutions Share Price | The company will supply power transformers for a large-scale data center project in the United States.
Indosolar Share Price | The company has posted 93.7 percent surged in its revenue at Rs 200 crore, YoY.
Rail Vikas Nigam share price | The company received an order from South Eastern Railway of Rs 87 crore.
Bitcoin rose to just shy of $98,000 on Jan. 14, with strong inflows into a group of US-listed exchange-traded funds for the token.
While through recent consolidation, froth has come out in many segments of midcap and smallcap space, but aggregate valuations still remain high, said Varun Lohchab.
The US dollar declined versus all Group-of-10 peers as investors sought the haven yen and Swiss franc after President Donald Trump threatened fresh tariffs on selected European nations.
The market is expected to trade sideways to cautiously, with focus on corporate earnings and management commentary, geopolitical tensions, FII sentiment, key economic data from the US, China and Japan, developments on the India–US trade deal, and President Trump’s speech at the World Economic Forum in Davos.
Biggest Nifty losers were Wipro, Eternal, Reliance Industries, Tata Motors Passenger Vehicles, Max Healthcare, while gainers included Interglobe Aviation, Tech Mahindra, Kotak Mahindra Bank, HUL, Maruti Suzuki. Except FMCG, all other sectoral indices ended in the red with media, Oil & Gas, Realty down 1.5-2 percent. The BSE midcap index shed 0.4 percent and smallcap index declined 1.2 percent.
According to the fund house, links between money supply and inflation, interest rates and recessions, fiscal deficits and bond market stress are no longer behaving as expected, making macro forecasting less dependable.
Stocks to Watch, 19 January: Stocks like Reliance Industries, HDFC Bank, ICICI Bank, Wipro, Tech Mahindra, IDBI Bank, Yes Bank, RBL Bank, UCO Bank, Indosolar, JB Chemicals and Pharmaceuticals, Bajaj Healthcare, and Bharat Coking Coal will be in focus on January 19.
The Nifty 50 decisively needs to break the 25,600–25,900 range for a directional move going ahead. Until then, it is likely to trade cautiously, with a consolidative bias.
Consolidation with rangebound trading may continue for a few more sessions. Below are some short-term trading ideas to consider.
Until the Nifty 50 decisively breaks the 25,600–25,900 range on either side, consolidation and caution may continue, experts said.
Before joining Quant Money Managers, Jajoo was associated with Mirae Asset Investment Managers (India) Private Limited (MAIMI) as Chief Investment Officer – Fixed Income.
Total nine new companies will be available for trading on the bourses next week including two - Bharat Coking Coal and Amagi Media Labs from the mainboard segment.
The engineering conglomerate said the data centre project is the 'largest single order' ever won by the group and a direct export order for its power transformers
Thanks to fresh progress in sectors from commercial rockets to robotics and flying cars, Chinese tech shares have begun the new year with a bang
Both private banks and PSU banks are clearly outperforming the benchmark, as reflected by fresh breakouts and rising ratio line on their respective ratio charts versus the Nifty, indicating sustained relative strength, said Sudeep Shah.
Sectors such as banks, metals, autos, and few capital goods are poised to benefit from sustained infrastructure push, uptick in credit growth, and consumption trends, said Karthik S.
Next week, commodity traders will watch President Trump’s speech at the World Economic Forum in Davos for further policy signals.
The opportunity set outside India is vast. India represents around 4% of global market capitalization. By restricting portfolios to domestic markets alone, investors are effectively ignoring 96% of listed opportunities worldwide.
Netweb Technologies Q3 Earnings | This is its highest-ever quarterly profit, driven by demand for artificial intelligence, growth in private cloud and high performance computing solutions.
