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Catch Lovisha Darad in conversation with Ajit Mishra, SVP, Research, Religare Broking and Nirav R Karkera, Head of Research, Fisdom
Nifty Braces For Further Pain As FIIs Return|Big Market Voices Decode STT Shock | Opening Bell Live
STT Hike: Finance Minister Nirmala Sitharaman proposed to increase the STT on Futures from 0.02 percent to 0.05 percent, while hiking the STT on options to 0.15 percent.
Catch Lovisha Darad in conversation with Aamar Deo Singh-Sr Vice President, Angelone and Sandip Agarwal, Fund Manager, Sowilo Investment Managers #sensexdailyanalysis #nifty #stockmarketlive #closingbell #businessnews #markets #stocks #bse #nsenifty
Global markets start the day on a cautious note as Asian equities trade mixed, with South Korea’s Kospi outperforming, while GIFT Nifty signals a weak opening for Indian markets. Wall Street ended lower for the second straight session as Microsoft earnings disappointed, even as Apple posted a strong beat driven by robust iPhone sales. US bond yields ease, the dollar remains under pressure amid policy uncertainty, and investors await key US producer price inflation data later today. On Opening Bell with Nandita Khemka , Moneycontrol, we decode what these global signals mean for Indian equities with insights from Raja Venkatraman, Co-Founder NeoTrader; Dharmesh Kant, Head of Research at Cholamandalam Securities; Aditi Nayar, Chief Economist at ICRA; Yogesh Patil, CIO–Equity at LIC Mutual Fund; and Garima Kapoor, Deputy Head of Research & Economist at Elara Securities. Stay tuned for market strategy, sectoral cues, and expert views to navigate the day ahead.
The market may see range-bound trading ahead of the Union Budget scheduled on February 1. Below are some short-term trading ideas to consider.
Catch Nandita Khemka in conversation with Nilesh Jain, Head VP, Derivative and Technical Research, Centrum Broking Ltd, Anshul Saigal, Market Expert and Sunil Subramaniam, Market Expert
Desc - Global markets saw mixed cues as the US Federal Reserve kept interest rates unchanged, with Chair Jerome Powell saying the Fed is “well-positioned” to decide on future cuts while strongly reaffirming central bank independence and urging successors to stay out of elected politics. Asian markets traded mostly mixed following the Fed outcome, while GIFT Nifty signalled a negative start for Indian equities. US futures slipped amid cautious sentiment and big-tech earnings. On Wall Street, markets closed mixed with the S&P 500 ending in the red. Microsoft shares fell on signs of slowing cloud growth and lighter margin guidance, while Tesla beat estimates but reported its first-ever annual revenue decline. Meta, however, surged after posting strong earnings. Bond yields climbed, with the US 10-year yield rising to around 4.25%, while the US dollar rebounded after Treasury Secretary Bessent dismissed reports of potential yen intervention. Chandan Taparia – Senior Vice President & Head, Derivatives and Technical Research, Motilal Oswal
Catch Nandita khemka in conversation with Karan Aggarwal, Co-founder and CIO, Ametra PMS and Ashish Bahety, Technical and Derivative Research Analyst, ProfitMart Securities
The Nifty 50 staged a rebound, gaining nearly half a percent on January 27 after losing close to 1% in the previous session. The index climbed back above its 200-day EMA on healthy volumes during the monthly F&O expiry. However, despite the bounce, technical and momentum indicators continue to tilt in favour of the bears, with the rising VIX signalling caution. Market experts expect the Nifty to trade in a 24,900–25,500 range in the near term. A decisive break below 24,900 could drag the index towards 24,600, while a sustained move above 25,500 may pave the way for an upside towards the 25,600–25,750 zone. Catch Surabhi Upadhyaya in conversation with Ajit Mishra, SVP–Research at Religare Broking, and Gaurang H Shah, Senior Vice President at Geojit Financial Services, as they break down key Nifty levels and stocks to watch. Saharsh Damani, CEO of FADA, decodes the implications of the India–EU Free Trade Agreement for the auto sector. In the Market Maker segment, Harish Krishnan, CIO–Equity at Aditya Birla Sun Life AMC, shares his market strategy, while Jyoti Gupta, Research Analyst at Nirmal Bang Institutional Equities, outlines budget expectations for the defence sector. Stay tuned for key takeaways from the Moneycontrol–Deloitte CXO Survey on budget expectations.
Catch Nandita khemka in conversation with Manoj Bahety, Founder & Fund Manager, Carnelian Asset Management and Osho Krishan, Sr. Analyst - Technical & Derivative Research, Angel One Ltd
Indian benchmark indices Sensex and Nifty are likely to open on a positive note on January 27, supported by firm cues from GIFT Nifty, which was trading higher around 25,165.50. Markets, however, failed to sustain the previous session’s strong rebound and closed lower in a volatile session on January 23 amid broad-based selling pressure. Axis Bank, UltraTech Cement and PVR INOX will be among the stocks in focus today. On the macro front, after years of deadlock, India and the European Union are set to conclude negotiations on a historic free trade agreement, with an announcement expected later today. The FTA is likely to include import duty cuts for Indian textiles and footwear, along with concessions on European car and wine exports. Commerce Secretary Rajesh Agrawal said the deal could be signed later this year once the legal scrubbing process is completed. Catch Surabhi Upadhyaya in conversation with Mayuresh Joshi of MarketSmith India and big market voice Harsha Upadhyaya, Chief Investment Officer at Kotak Mahindra AMC. Also, stay tuned for key takeaways from the Moneycontrol Economist Survey on budget expectations.
Catch Lovisha Darad in conversation with Vishnu Kant Upadhyay, Assistant Vice President – Research & Advisory at Master Capital Services Limited and Gaurang H Shah, Sr. Vice President, Geojit Financial service Ltd
Nifty bulls staged a sharp comeback on Thursday, snapping a three-session losing streak as the index closed above the 25,200 mark. After opening with a strong upside gap, the benchmark witnessed sharp intraday volatility, slipping to the day’s low before finding firm support near the 200-DEMA level. Buying interest returned in the final hour, triggering a decisive rebound and helping the index settle higher on the day. Sectorally, pharma, PSU banks and media stocks outperformed, while the broader markets continued to stay resilient with midcaps and smallcaps beating the benchmark. The rupee also snapped its losing streak, aided by improved global risk sentiment after easing tariff-related concerns. This morning, global cues were xxx. Catch Lovisha Darad in conversation with Raja Venkatraman, Co-Founder - NeoTrader & Trading Influencer and Ankit Soni, AVP Fundamental Research, Mirae Asset ShareKhan
Catch Lovisha Darad in conversation with Aamar Deo Singh-Sr Vice President, Angelone and Sneha Poddar, VP -Research, Wealth Management, Motilal Oswal Financial Services Ltd
The 200-day moving average has clearly emerged as the line in the sand for the Nifty, with recent price action showing that conviction on rebounds remains weak. Despite recovering nearly 250 points from the day’s lows, selling resurfaced near the 25,300 mark, forcing the index to end close to where it began. The market tone remains cautious, with even reasonably good earnings being punished by the Street. Going ahead, the 25,000 level is critical to defend, as a decisive break below could reopen downside risks toward the 24,600 zone amid heightened volatility and heavy earnings-driven reactions. This morning, global cues were positive. As US President Donald Trump backtracked on tariffs imposed on European nations, Wall Street and even Asian markets cheered the move. Catch Lovisha Darad in conversation with Chandan Taparia, Senior Vice President, Head - Derivatives & Technical Research, Motilal Oswal and Amit Kumar Gupta, Founder, CIO - Fintrekk Capital.
Catch Lovisha Darad in conversation with Rakesh Vyas, CIO & Portfolio Manager, Quest Investment Advisors and Ashish Bahety, Technical and Derivative Research Analyst, ProfitMart Securities
The sell-off deepened on Dalal Street as the Nifty slipped below key support levels, extending losses for a second straight session and inching closer to its 200-day moving average. The benchmark logged its sharpest single-day fall since May 2025, ending at its lowest level since October 2025, as investor wealth took a hit amid broad-based selling. Heavyweights dragged the indices lower, with just three Nifty stocks managing to close in the green. The pain was sharper in the broader market, with midcaps and smallcaps seeing steeper cuts, while realty, auto and consumer durables led the sectoral losses. Weak earnings and persistent geopolitical tensions continued to cap risk appetite, keeping market sentiment firmly cautious. This morning, global cues were muted. US markets suffered worst day since the last 3 months as trade war fears reignited. Asian markets also started the day lower mirroring moves on the Wall Street. Catch Lovisha Darad in conversation with Nilesh Jain, Head VP- Derivative and Technical Research, Centrum Broking and Vijay Sarda, CIO - Equities, Systematix Asset and Wealth.
Catch Lovisha Darad in conversation with Osho Krishan, Sr. Analyst, Technical & Derivative Research, Angel One Ltd and Aishvarya Dadheech, Founder & CIO, Fident Asset Manegement
The Nifty resumed its corrective decline on Monday, falling 108 points to close at 25,585, its lowest level in the ongoing correction and nearly 3 percent below its record high. The market opened with a gap-down and remained under pressure through the session, dragged by weak earnings from index heavyweights such as Reliance Industries and ICICI Bank. Broader markets also mirrored the weakness, with midcaps and smallcaps underperforming, even as an IMF upgrade to India’s growth outlook offered limited support. This morning, global cues were muted. Asian markets started this morning on a subdued note, while US Futures pointed to a muted start for the Wall Street. Catch Lovisha Darad in conversation with Sudeep Shah—Head of Technical & Derivative Research, SBI Securities and Mayuresh Joshi, Director - Research, Marketsmithindia.com.
Catch Lovisha Darad in conversation with Rajesh Bhosale, Senior Technical and Derivative Analyst, Angel One and Sandeep Bagla, CEO, TRUST Mutual Fund
Speaking at the Indian Institutional Quant Conference in Mumbai on Friday, BSE’s Chief Business Officer, Sunil Ramrakhiani, said open interest on Sensex contracts jumped from around 17 lakh contracts to nearly 60 lakh after expiry was shifted from Tuesday to Thursday.
The Nifty snapped its two-day losing streak to close marginally higher, though an early rally lost steam as selling pressure emerged near the 25,900 mark. IT stocks led the gains after strong Q3 results from Infosys boosted sector sentiment, while banks showed resilience. In contrast, pharma and metal stocks remained under pressure. Broader markets were mixed, with midcaps edging higher and smallcaps slipping. Going ahead, market direction will be guided by Q3 earnings and global cues, with results from IndiGo, Kotak Mahindra Bank and Eternal lined up this week. This morning, global cues were weak. US markets ended lower overnight while Asian markets also started largely on a negative note. Catch Lovisha Darad in conversation with Hemen Kapadia, Technical Associate, DRChoksey Finservv and Vipul Bhowar, Senior Director, Head of Equities, Waterfield Advisors.
The Nifty 50 continued to trade in a tight range of 25,600–25,900 for the fourth consecutive session, staying within its 100-day and 50-day EMAs, and closed 0.3% lower on January 14. Elevated volatility, along with cautious technical and momentum indicators, suggests bulls remain tentative as markets await further cues from the ongoing earnings season. Experts believe the index is likely to take a decisive direction only after a clear breakout from the current range. On the downside, a breach below 25,600 could open the door to 25,450, while a move above 25,900 may pave the way for a rally toward the 26,000–26,100 zone. Global cues remain mixed, though GIFT Nifty indicates a steady start for Dalal Street. On the stock-specific front, Infosys will be in focus following its guidance upgrade, while Reliance Industries is set to report its Q3 earnings today. Markets will also track the outcome of the BMC election results, due later in the day. Catch Nandita Khemka in conversation with Raja Venkatraman, Co-Founder of NeoTrader, and Sushant Bhansali, CEO of Ambit Asset Management, as they decode key market cues on Opening Bell Live.
