Daily Voice: This CIO flags Budget triggers that could spook Dalal Street
Deepan Kapadia believes earnings recovery appears gradual but increasingly broad-based. December quarter results indicate margin stabilisation and improving demand in financials, industrials, and select consumption segments.
Is India-EU FTA a big-picture win or selective opportunity? Global brokerages differ on who really gains
While some see the pact as a meaningful catalyst for India’s export competitiveness and supply-chain integration with Europe, others caution that tariff asymmetries, regulatory hurdles, and long implementation timelines could blunt the immediate upside.
We prefer large caps as small and mid cap valuations remain stretched: Kotak AMC's Harsha Upadhyaya
"Mid-caps offer earnings growth that is around two to three percentage points higher than large caps, which can justify slightly higher volatility for medium- to long-term investors. Small caps, however, are significantly ahead of their long-term valuation averages and remain vulnerable to volatility," says Upadhyaya.
India–EU FTA: Not just autos, textiles; but defence, capital goods could also be big winners
Negotiations for the India–EU FTA concluded on January 27, with implementation expected in 2026, subject to legal vetting and approvals. The agreement provides for wide-ranging tariff reductions, harmonised standards and lower non-tariff barriers.
Trading Plan: Can Nifty 50 surpass 10-day EMA, Bank Nifty hold above key short term moving averages?
The Nifty 50 needs to climb and sustain above 25,400–25,500 for a further upward journey toward 25,600–25,750. Until then, consolidation may be seen, with support in the 25,200–25,160 zone, according to experts.
Trade Spotlight: How should you trade Union Bank of India, NMDC, Rail Vikas Nigam, City Union Bank, and others on January 29?
The market may consolidate after the two-day gains, with support placed at the previous day’s low. Below are some short-term trading ideas to consider.
Trade setup for January 29: Top 15 things to know before the opening bell
Momentum indicators are signalling improving strength, but the Nifty 50 is still trading below all key moving averages (except the 200 DEMA).
Foreign investors turn net buyers for first time in 2026 after India-EU FTA, buy Rs 480-crore equities
For the year so far, FIIs have been net sellers of shares worth Rs 43,288 crore, while DIIs have net bought shares worth Rs 67,182 crore
Sona India Investments acquires stake in eClerx Services, Force Motors, Triveni Engineering, Excel Industries from Point Break Capital
Point Break Capital exited Tamil Nadu Newsprint and Papers by selling entire shareholding of 12 lakh shares (1.73 percent stake) at Rs 133 per share for Rs 15.96 crore.
India-EU deal is opening up a new market for us, says BEL’s Manoj Jain
“It is too early to tell that right now, but definitely it is opening up a new market for us,” BEL's CMD Manoj Jain said during the defence major’s Q3FY26 earnings call.
India-EU trade deal won’t offset US tariff shock but sector gains are real: Goldman Sachs
Diversification is now the dominant strategy in a fragmenting global trade system. But it remains a strategy of margins, not miracles.
India-EU trade deal opens up a market where nearly half of India’s export potential remains untapped: HSBC
Nearly 50% of India’s export potential to the EU is still unrealised, at a time when Indian exporters are being hit by a 50% US tariff and urgently need a substitute market.
Technical View: Nifty extends rally, but a decisive close above 25,450 needed for further bullish bias; Bank Nifty clears all hurdles as VIX cools off
Weekly options data suggested that the Nifty 50 is likely to face immediate resistance at the 25,400–25,500 levels, with support at 25,300–25,200.
India-EU FTA could sharply lift labour-intensive exports, limit risks to autos: Jefferies
The immediate winners, as mentioned in Jefferies' latest note, are labour-intensive sectors where India has long been tariff-disadvantaged.
Gold, silver ETFs surge: Is it time to shift money from equities to precious metals? Here's what analysts say
While safe-haven demand and industrial catalysts remain supportive, experts caution that this is not the optimal entry point for fresh allocations.
Sensex settles 500 pts higher, Nifty ends near 25,350: India-EU trade deal among key factors behind market rise
Sensex, Nifty rose amid strong buying on optimism over the India-European Union free trade agreement.
Daily Voice: Capex continuity and fiscal credibility reassure more than aggressive Budget stimulus, says Amnish Aggarwal
Given the global geopolitical backdrop, investors are not expecting aggressive stimulus. Instead, clarity on capex continuity, sectoral incentives, and fiscal credibility would be more reassuring, said Amnish
First Tick: Top global cues to watch in today’s trade
On January 27, foreign institutional investors (FIIs) were net sellers in the equity market, offloading shares worth over Rs 3,000 crore, while domestic institutional investors (DIIs) provided strong support by purchasing equities worth nearly Rs 9,000 crore.
We believe markets still need a proper 10-15% correction: UTI AMC’s Ajay Tyagi
In conversation with Moneycontrol, Tyagi spoke about why he believes the budget continues to be a “non-event” for the market and why he believes that consumption could finally see the much awaited turnaround.
Trading Plan: Can Nifty 50, Bank Nifty see follow-through buying interest?
The Nifty 50 and Bank Nifty needs stronger momentum and technical indicators for follow-through buying interest. Until then, there could be range-bound trading for a few more sessions.
Trade Spotlight: How should you trade LIC, Indian Hotels, Asahi India Glass, JSW Steel, MCX India, and others on January 28?
The market is expected to remain range-bound amid a rising India VIX. Below are some short-term trading ideas to consider.
Trade setup for January 28: Top 15 things to know before the opening bell
Technical and momentum indicators still favour bears, with a cautious signal from the rising VIX. Experts expect the benchmark index to remain in the 24,900–25,500 range in the short term.
FII/FPIs net sell Indian equities worth Rs 3068 crore, while DIIs net bought Rs 9000 crore on January 27
For the year so far, FIIs have been net sellers of shares worth Rs 40810 crore, while DIIs have net bought shares worth Rs 54821 crore.
Union AMC announces foray into SIF space with launch of Arthaya SIF
The fund house said Arthaya SIF will roll out multiple strategies over time, subject to regulatory approvals. The first strategy under the platform is expected to be launched in the coming months.
Goldman Sachs buys minor stake in Axis Bank, Vedanta from Morgan Stanley
The US hedge fund has been increasing shareholding in Antony Waste Handling Cell, the solid waste management solutions provider.
