GST 2.0

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.

In this conversation, Zoho founder and chief scientist Sridhar Vembu explains why the company is expanding its operations in Kumbakonam and how rural India fits into Zoho’s long-term technology strategy. He details plans to grow the local workforce from 250 to 2,000 employees and describes the hub-and-spoke model that connects R&D with regional development. The interview also covers Zoho’s entry into the ERP market, a space dominated by global players like SAP and Oracle, and why the company believes an India-first, AI-native ERP can compete globally. Vembu shares his views on the AI investment bubble, foundational models versus applied AI, SaaS consolidation, and why patient, long-term R&D matters. From small-town expansion to global technology ambitions, this conversation highlights how Zoho is building products and talent outside traditional tech hubs.

Catch Day 5 of Davos 2026 with exclusive insights from Elon Musk on AI, tech, and the global economy. Moneycontrol talks to industry leaders, including Uttar Pradesh FM Suresh Khanna on ₹6 lakh crore MoUs, Infosys CEO on AI-driven opportunities, and Smriti Irani on women-led enterprises and global investments. Explore how innovation, policy, and business shape the future!

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

Live highlights from Davos 2026 Day 4: At Davos 2026, Moneycontrol brings you exclusive interviews and highlights: Trump delivers his speech at Davos, Union Minister Ashwini Vaishnaw shares India’s AI strategy ahead of the India AI Impact Summit, Rishi Kapoor, VC & CIO of Invescorp, talks about India’s investment opportunities and sectoral trends, Kim Baroudy, McKinsey’s Global Head of Tech in Asia, discusses AI and tech investments in Europe and Asia, and Rajan Bharti Mittal, Vice Chairman of Bharti Enterprises, on India’s role in the global economy, telecom growth, and investment potential.

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.

MEGA EXCLUSIVE: US President Donald Trump spoke to Moneycontrol at Davos 2026, expressing optimism about India-US trade relations. Praising Prime Minister Narendra Modi as a friend, Trump signaled that a positive bilateral trade deal is on the horizon, even as negotiations over tariffs, market access, energy, and agricultural trade continue.

Live highlights from Davos 2026 Day 3: Global leaders unite as Macron responds to Trump’s Greenland ambition, top Indian CEOs share insights on AI, industry, and growth. Featuring Rajiv Memani (EY India), Shashwat Goenka (RPSG), Yezdi Nagporewalla (KPMG India), Parth Jindal (JSW Cement, MG Motor). Plus Ericsson job cuts, telecom tariffs, industrial AI, data center boom, and India’s future role.

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.

Day 2 LIVE from Davos 2026 brings insights from top global leaders. PwC Global Chair Mohamed Kande and PwC India Chair Sanjeev Krishan discuss CEO uncertainty amid geopolitical turmoil and AI-driven productivity. Cerebras CEO Andrew Feldman says AI is spreading across the economy and “not a bubble,” while HCLTech CEO C Vijayakumar warns IT must reinvent itself to remain a major job engine. Maharashtra CM Devendra Fadnavis highlights MoUs worth ₹16 lakh crore, alongside key perspectives from global and Indian leaders shaping the future of growth, technology, and partnerships.

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.

Moneycontrol brings you live from Davos 2026! Day 1 of the World Economic Forum featured top global voices: Dr Andrew Ng on AI innovation, Nick Tzitzon on trusted enterprise AI platforms, Sir Martin Sorrell on Modi, Trump & US-centric geopolitics, and Matthew Blake on the global economy, the US dollar, and digital finance. Stay tuned for live updates from the WEF.

Catch Lovisha Darad in conversation with Rajesh Bhosale, Senior Technical and Derivative Analyst, Angel One and Sandeep Bagla, CEO, TRUST Mutual Fund

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.

At Davos 2026, Roberto Bocca of the World Economic Forum says artificial intelligence will increase energy demand and underscores that energy security must be a national priority. He highlights efficiency gains from AI, rising private capital in nuclear power, India’s progress in energy transition, and the role of global oil supply in stabilizing prices.