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.
While Friday’s employment report spurred another bout of buying in stocks, the data was soggy enough to keep some market observers from declaring a full-blown revival in growth.
A seismic shift to an era of open geopolitical predation is unfolding, with profound implications for nations and markets
Price movements turn erratic before the budget. But one thing stays clear: option prices become expensive (Volatility increases). You can benefit from this by going long straddle, buying an ATM Call and Put.
The S&P 500 climbed 0.65% to end the session at 6,966.28 points. The Nasdaq gained 0.82% to 23,671.35 points, while the Dow Jones Industrial Average rose 0.48% to 49,504.07 points.
In the near term, focus is firmly on the upcoming Union Budget and the extent to which the government is willing to deploy fiscal measures to support growth, said Divam Sharma.
Both companies are set to finalise their IPO share allotment by January 12, while their equity shares will be available for trading on the BSE SME and NSE Emerge, effectively, on January 14.
MTAR Technologies shares may have reacted to the deal, rising 6.84 percent to Rs 2,689.7 amid high volumes, despite sharp sell-off in equity markets.
The US Supreme Court on Friday did not issue a ruling on challenges to President Donald Trump’s tariffs, prolonging uncertainty for global markets. In India, the lack of clarity kept sentiment fragile, with equities under pressure amid tariff concerns and stalled trade talks with the US.
US equity fund flows rose to $79 billion, the highest level in a year, driven by large inflows into iShares and Vanguard S&P 500 exchange-traded funds.
Speaking at an event on Friday, the experts said they remain bullish on India despite rising geopolitical risks under US President Donald Trump, citing strong structural growth drivers even as near-term market volatility persists.
