Weekly options data continued to suggest that the 26,000 level is expected to remain a crucial resistance, with support seen in the range of 25,700–25,600.
Historical trends indicate that the Indian market typically underperforms in January preceding a budget, with the Nifty falling in four of the last five years due to profit-booking and policy uncertainty, an analyst said.
The full exit from Infosys comes on the back of Andrade’s previously stated cautious stance on broad legacy IT services where he noted that only a select few players are likely to benefit meaningfully from automation and AI advancements, rather than the sector as a whole.
The renewed 25% tariff threat has resurfaced as a key macro overhang for Indian markets, but its actual economic impact needs to be viewed with perspective rather than panic, an analyst said.
'The scheme was earlier approved as part of the fast-track approval process as it was simply a replication of an existing index. But thereafter, concerns around froth in the microcap segment were raised and no such schemes were approved,' a source said.
Sensex, Nifty rebounded as investor sentiment was supported by hopes of renewed momentum in India-US trade talks.
'This step reflects regulatory alignment and prudent risk management. It should not be interpreted as a view on portfolio quality or a liquidity crunch,' he said.
Sensex, Nifty declined after an initial rally amid profit booking and persistent foreign fund outflows.
Selling by FIIs continued for the sixth consecutive session on January 12, as they sold equities worth around Rs 3,638 crore. In contrast, DIIs remained net buyers, purchasing equities worth over Rs 5,800 crore.
The December-quarter (Q3 FY26) earnings season is widely expected to build a strong base for subsequent quarters.
Indian gold ETFs collectively attracted $4.37 billion in net inflows during the year. By year-end, they held $14.0 billion in assets, with total holdings of 95 tonnes.
If the Nifty 50 extends its gains, the 25,900–26,000 levels will be crucial to watch in the upcoming sessions. However, immediate support is placed at 25,700.
The market may extend its upward journey, but sustainability remains the key factor to watch. Below are some short-term trading ideas to consider.
The formation of a Piercing Line pattern raised hopes for a continuation of the uptrend; however, momentum indicators still need to align with the bulls for a sustained market uptrend.
Apollo Techno Industries shares gained third of a percent on Monday to close at Rs 131.7, while KV Toys India rallied 3.56 percent to Rs 336.3 on the BSE.
The month so far, has seen FII/FPIs net offload Indian equities worth Rs 15.2 crore while DIIs have bought Rs 22.7 crore.
According to a media note, the website is designed as an educational and engagement platform, offering investment-related resources and enabling users to register for early access to product updates and launch information. The development marks a key milestone as JioBlackRock moves closer to the full commercial launch of its investment advisory business.
Weekly options data suggest that 26,000 is expected to be a key resistance level for the Nifty 50, as it has the maximum Call open interest. On the downside, support is seen in the 25,700–25,500 range, where maximum Put open interest is placed.
According to the filings, both strategies will employ a long-short equity approach, investing primarily in listed equities and equity-related instruments while taking limited short exposure through derivative instruments.
Analysts said the recent bounce appears to be driven largely by short-covering in heavyweight stocks after Sensex, Nifty tumbled up to 2.5% last week.
Sensex and Nifty recovered all losses to trade in the green after US Ambassador Sergio Gors commented on India-US trade deal.
ITC was a notable addition in December as the fund added around 39.28 lakh shares, taking the total holding to 18.9 crore shares and lifting its portfolio weight to approximately 3.6 percent .
Sensex, Nifty extended their decline after their worst week in more than three months, as profit-booking persisted amid rising geopolitical concerns.
Technically, Gold is extremely overbought on all time frames, said Rahul Ghose.
Indian markets may stay pressured amid tariff uncertainty, while the ongoing corporate earnings season will be key in shaping investor sentiment and market direction ahead