Daily Voice: This CEO sees portfolio opportunities in financial services, automobiles, and healthcare for 2026
While a US trade deal could boost investor confidence, it's uncertain if large-scale FPI inflow will occur only after the deal, said Mohit Bhatia.
Trading Plan: Will Nifty 50, Bank Nifty maintain upward journey amid consolidation?
The Nifty 50 may gradually climb toward the 26,350–26,400 levels, but only after it convincingly surpasses and holds the 26,200 zone. Until then, consolidation may continue with support at the 26,050–26,000 levels.
Trade Spotlight: How should you trade Bajaj Auto, Ajanta Pharma, NLC India, Gujarat Gas, Wipro, and others on January 2?
Consolidation with range-bound trading may continue for a couple of more sessions before the market regains strength. Below are some short-term trading ideas to consider.
Trade setup for January 2: Top 15 things to know before the opening bell
Experts believe the Nifty 50 is expected to give a strong breakout above 26,200 and march toward the 26,350–26,400 zone in the upcoming sessions. Until then, minor consolidation may continue, with immediate key support placed in the 26,050–26,000 zone.
Royal Alpha, Vorton Capital pick up 1.2% stake in KV Toys India
Both alternate investment funds are managed by Kalpesh Dhakad and Nikhil Dhakad-founded asset management companies Royal Alpha Growth and Vorton Capital.
Technical View: Trendline breakout must for Nifty 50, Bank Nifty to move toward new highs; India VIX favours bulls
According to experts, the Nifty 50 must decisively surpass and hold above the falling resistance trendline, which lies slightly above the 26,200 zone, for a move toward the record high of 26,326.
Onshore trading cooled in 2025 as offshore volumes at GIFT IFSC hit record highs
Domestic cash and derivatives activity weakened during the year despite positive index returns. Offshore trading in Indian market products, however, scaled new highs in volumes and participation.
Trading cooled even as fund mobilisation surged in India’s markets in 2025
Cash and derivatives turnover declined during the year even as companies raised record capital through the primary market. The divergence highlights uneven activity across India’s equity markets in 2025.
Sensex settles 250 pts lower from day's high, Nifty ends below 26,150: 5 key reasons behind market decline
Sensex, Nifty declined as the market activity remained muted as most global markets were shut for the New Year holiday, limiting the liquidity.
Power of conviction: Info Edge's Rs 86 crore investment in Eternal is now worth Rs 32,000 crore
Eternal share price: The stock rallied a whopping 808% in around three years to hit an all-time high of Rs 368.45 apiece in October this year.
Fund managers cautiously optimistic on 2026; stock selection to drive returns
While fund managers broadly agree on the improving macro backdrop, sector preferences show sharper divergence, reinforcing the view that 2026 will reward bottom-up stock selection rather than thematic bets.
First Tick: Top global cues to watch in today’s trade
FIIs continued their selling streak for a seventh consecutive session on December 31, offloading equities worth Rs 3,597 crore. Meanwhile, DIIs provided a counterbalancing force on the same day by purchasing equities valued at Rs 6,759 crore
Daily Voice: DSP MF’s Vinit Sambre suggests top investment themes for 2026, avoids fresh aggressive allocations to gold and silver amid expensive valuations
Real estate could see a pickup in activity as new launches recover after a softer 2025, particularly among stronger developers, DSP MF’s Vinit Sambre said.
According to him, both gold and silver appear expensive relative to their long-term history, and recent returns may be difficult to sustain. “With limited upside and a weak margin of safety, we would avoid making fresh, aggressive allocations,” he advised.
Earnings growth to drive equity returns in 2026, not valuation re-rating: Kotak AMC’s Nilesh Shah
On strategy, Shah emphasized: “Follow the dharma of asset allocation—diversify across equity, debt, real estate, and precious metals with discipline. Reset SIP expectations to realistic levels, focus on quality growth at reasonable prices, and stay invested through volatility. India’s story is far from over; patience and selectivity will reward in 2026.”
Trading Plan: Can bulls help Nifty 50 reclaim 26,200, Bank Nifty hit the 60,000 zone?
Considering the bullish bias, the Nifty 50 is expected to attempt to reclaim 26,200, but the sustainability of the move is the key factor to watch thereafter. Holding above this level can open the door for a record high.
Trade Spotlight: How should you trade BPCL, Aditya Birla Capital, Eicher Motors, Mahindra and Mahindra, L&T Finance, and others on January 1?
The positive momentum is expected to sustain for a few more sessions. Below are some short-term trading ideas to consider.
Trade setup for January 1: Top 15 things to know before the opening bell
As long as the Nifty 50 sustains above 26,000, 26,200—the immediate key resistance zone—remains the level to watch. Holding above it can open the door for a new high.
SBI MF acquires additional 6% stake in Privi Speciality, promoters sell 4% shares in Vishnu Prakash R Punglia
Privi Speciality Chemicals shares plunged 12.1 percent to Rs 2,804.4 (the lowest closing level since October 17) after gap-down opening on the NSE.
FIIs net sell shares worth Rs 3,597 crore, DIIs net buy Rs 6,760 crore on December 31
FIIs closed the year as net sellers of shares worth Rs 2.92 lakh crore, while DIIs were net buyers of shares worth Rs 7.85 lakh crore.
Ashika Group gets SEBI’s in-principle nod to launch mutual fund business
With the regulatory approval, the company can move forward with the establishment of an Asset Management Company (AMC) and begin preparations for launching mutual fund schemes, subject to the fulfilment of SEBI’s final registration requirements and conditions.
Technical View: Nifty begins January series strongly; 26,200 key for fresh highs, Bank Nifty eyes 60,000 after trendline breakout
According to experts, the Nifty 50 is expected to march toward a record high of 26,326, followed by 26,500 in the upcoming sessions, provided it closes and sustains above the hurdle of 26,200.
2025 Median IPO return at zero despite listing pops, supply begins to bite
Over the last 12 months, IPOs have raised more than Rs 1.5 lakh crore. The boom clearly split the markets into two: one where quality issuers were rewarded with durable demand, and another where froth met swift correction—sometimes within weeks.
Sensex pares 200 pts from day's high, Nifty below 26,150: Key reasons behind partial profit booking
Sensex, Nifty timmed gains amid profit booking at higher levels, sustained foreign fund outflows and weak global cues.
Vodafone Idea shares drop 11% after telco likely got 5-year moratorium on Rs 87,695-crore AGR dues
Vodafone Idea share price: A DoT committee will be formed to give relief to the telco by recalculating and revaluating the AGR dues, CNBC Awaaz reported.
The A-Z of stock markets: A 2025 guide from Moneycontrol
Despite largely rangebound headline indices through 2025, market activity beneath the surface was anything but quiet
