Among sectors, metal index rose 2%, PSU Bank index added 0.7%, FMCG index gained 0.6%, while capital goods, pharma, media and realty indices shed 0.5-1.5 percent. BSE Midcap index shed 0.4% and smallcap index fell 0.7%. Coal India, Trent, Asian Paints, Tata Steel, JSW Steel were among major gainers on the Nifty, while losers included Eicher Motors, Infosys, Bajaj Finance, Tata Motors Passenger Vehicles and Bajaj Auto.
In 2025, the newsletter notes that non-US equity markets and commodities outperformed American equities. The MSCI Emerging Markets Index rose by nearly 30 percent, compared with gains of about 16 percent for the S&P 500, while several developed markets outside the US also delivered stronger returns.
If the Nifty 50 sustains below 25,700, a fall below 25,600–25,500 cannot be ruled out in the upcoming sessions; however, holding above this level could raise the possibility of an upmove toward 25,900–26,000.
The consolidation is likely to continue following a 2.5 percent loss last week. Below are some short-term trading ideas to consider.
Stocks to Watch, 12 January: Stocks like Signature Global India, Phoenix Mills, Ashiana Housing, Embassy Development, Avenue Supermarts, Indian Renewable Energy Development Agency, Lemon Tree Hotels, Lloyds Engineering Works, Shriram Finance, ICICI Lombard General Insurance Company, and Vedanta will be in focus on January 12.
Experts expect bears to maintain the upper hand, with the possibility of further consolidation over the next few sessions.
Out of the six names, Amagi Media Labs, the Bengaluru-based SaaS company, will be the only IPO from the mainboard segment, while others are from the SME segment.
Any meaningful recovery in Nifty 50 is only possible on sustained move above 25,750 (being the resistance from falling trendline) above which prices might try to test the resistance zone of 25,880-25,900.
Aditya Birla Sun Life Mutual Fund has resumed fresh subscriptions in its three international equity schemes after suspending inflows in October 2025, allowing investments of up to Rs 1 crore per PAN per day from January 12
Gold surged 65% in 2025 — its strongest performance in nearly half a century — as retail and institutional investors piled in alongside central banks.
Strategists at Goldman Sachs Group Inc. are overweight and expect further gains driven partly by surging artificial intelligence-related demand and reasonable valuations.
Broader markets are also showing signs of strain. This widespread deterioration highlights a clear contraction in risk appetite, reinforcing the need for a cautious, defensive, and highly selective approach in the near term, Sudeep Shah said.
In Budget 2026, continuity in public capex, particularly in infrastructure, defence, energy transition, and logistics, will sustain the investment cycle, said Pradeep Gupta.
The next phase of US & China engagement will be shaped less by summits and more by who controls the inputs the other cannot easily substitute.
Techno Paints plans to expand to Himachal Pradesh, Tamil Nadu, Rajasthan, West Bengal, and Uttar Pradesh by end of this year, and to the Middle East in 2026-27.
Foreign Institutional Investors (FIIs) continued to remain net sellers during the week, offloading equities worth Rs 9,209.90 crore. In contrast, Domestic Institutional Investors (DIIs) provided support to the market, purchasing equities worth Rs 17,594.58 crore.
Pandey spoke about the regulator's market development priorities, including deepening India’s commodity, cash equities, derivatives, and corporate bond markets. Regulatory reforms and outreach programs are underway to boost municipal bond growth and explore bond derivatives to increase market depth.
The IPO process has faced delays since the first DRHP was filed in 2016. NSE sought the NOC multiple times, once in 2019, twice in 2020, and again in August 2024 but progress was held up amid regulatory concerns, including cases tied to co location and dark fibre access. The exchange has since been addressing these matters as part of its ongoing engagement with SEBI.
Avenue Supermarts Q3 results: Avenue Supermarts reported a strong performance in the third quarter of FY26, with revenue rising to Rs 18,100.88 crore, compared with Rs 15,972.55 crore a year ago, marking a 13.32% year-on-year growth and an 8.54% increase quarter-on-quarter
India has already produced more 100-baggers over the past 25 years than the United States and China combined. Examples include Titan, Bajaj Finance, Pidilite, SRF, Shree Cement, TVS Motor, Torrent Pharma, Balkrishna Industries, Kotak Mahindra Bank, and Bharti Airtel.
Beyond tariffs, fund managers highlighted a broader structural shift in the global economy.
The Indian rupee ended almost flat at 90.16 per dollar on January 9 against January 2 closing 90.19.
Within the equity portion, HDFC Bank was the single largest holding at 2.78 per cent of net assets, followed by ICICI Bank at 2.42 per cent.
Trading hours across all segments, including equity, derivatives, commodities, currency, RFQ, EGR, and the Social Stock Exchange, will be consolidated into a single section.
