News Flash
IInvestment strategist advises against market timing amid Trump policies disruption. India's GDP grew 8.1% annually FY22-FY26, but corporate earnings growth fell to 5% in FY25 from 24% CAGR during FY21-FY24.
AAvantel Limited submitted monitoring agency report for Q3FY26 showing Rs. 16.43 crore utilization during quarter with no deviations from rights issue objectives worth Rs. 80.91 crore.
LIndia's new labour codes requiring 50% basic salary will likely reduce monthly take-home pay due to higher PF deductions and increased taxable income, but improve long-term financial security.
AMumbai-based luxury car rental company Autoriders International has delivered exceptional returns of up to 2,700% over the past year, attracting attention from ace investor Mukul Agrawal who holds 10.56% stake.
IAce investor Rekha Jhunjhunwala reduced her stake in Indian Hotels by 1.02% during Q3, selling 1,45,23,200 shares amid the stock's underperformance against BSE Sensex.
MInvestment strategist advises against market timing amid Trump policies uncertainty, citing India's robust 8.1% average GDP growth despite earnings slowdown to 5% in FY25.
AABB India's board approved the sale of its robotics business to subsidiary INRBT for Rs. 1568.20 crores, along with share transfer to ABB Robotics Schweiz AG for Rs. 1 lakh.
RThe 1982 battle between Reliance Industries and bear cartel led to BSE shutdown for three days, exposing market vulnerabilities and shaping regulatory reforms in Indian equity markets.
PAdult children increasingly step in as informal CFOs for aging parents, managing investments, protecting from fraud, and navigating complex modern financial systems while balancing autonomy concerns.
IIndian Overseas Bank informs stock exchanges about potential strike by United Forum of Bank Unions on January 27, 2026, which may affect branch operations across the network.
IIndian markets may recover after holiday break, supported by potential US tariff relief, India-EU trade deal progress, and RBI's ₹2 lakh crore liquidity injection amid technical weakness.
VViram Suvarn Limited receives comprehensive research report from SEBI-registered A&Y Market Research, highlighting strong financial performance with 38% profit growth in FY25.

Analysis argues that treating AI development like UPI through state-led compute provisioning and centralized control could stall innovation, as AI requires participation in global supply chains rather than administrative tools.
NDespite 60% market share in needle bearings and presence in 90% of Indian vehicles, NRB Bearings stock declined 10.58% YoY due to 57.84% promoter pledging, modest growth, and working capital concerns.
UWith Budget 2026 just a week away, fintech industry seeks targeted measures including easier access to growth capital, tax incentives for innovation, and strengthened embedded finance infrastructure to boost digital financial services ecosystem.
AASM Technologies Limited has scheduled its board meeting for January 31, 2026, to consider Q3FY26 unaudited financial results and potential interim dividend recommendation.
SEOW registers case against IHHR Hospitality for alleged corporate fraud involving forged documents, illegal share transfers, and money laundering worth crores of rupees.

PL Capital highlights precious metals as strategic portfolio components for 2026, with gold serving as macro hedge and silver benefiting from industrial demand in clean energy and technology sectors.

Silver's dual identity as industrial and monetary metal makes it fundamentally different from gold, with higher volatility and lower long-term returns despite recent record highs at $109.44 per ounce.
UIndia approaches Budget 2026 with momentum in frontier tech through Semiconductor Mission and AI Mission with ₹10,371 crore outlay, but needs higher R&D investment beyond current 0.7% of GDP to compete globally.

Analysis reveals India's Petro-Rupee strategy and BRICS currency initiatives, rather than diplomatic issues, are behind the stalled US-India trade deal as New Delhi builds dollar-alternative systems.
PIndia's power sector investment plan worth ₹4.5 trillion by 2032 creates opportunities for NTPC, Adani Group, and Tata Power across generation, transmission, and energy storage segments.

Taiwan's Defence Minister says the island is closely watching 'abnormal' changes in China's military leadership after top general Zhang Youxia was put under investigation for suspected violations.
BBank of India Mutual Fund CIO Alok Singh highlights PSU banks as attractive investment opportunities, citing cheap valuations and improving efficiency amid BFSI sector growth prospects.

Local investors in China show excitement about emerging artificial intelligence stock trends as the market transitions from infrastructure to applications.

Morgan Stanley increases Asian presence after record $9.4 billion revenue growth of 23%, driven by strong markets, Hong Kong IPO pipeline, and rising trading volumes across the region.
PPension Fund Regulatory and Development Authority releases expanded circular detailing guidelines for reinvestment of returned and pending transaction amounts into Permanent Retirement Account Numbers.
CMid-cap IT services provider Coforge is set to announce one of its biggest deals in Q4, with CEO Sudhir Singh revealing a major healthcare sector contract already signed in the current quarter.

BMW outmaneuvered Volkswagen in 1998 by securing Rolls-Royce brand rights for GBP 40 million while VW paid GBP 430 million for physical assets, leading to BMW's successful relaunch of the luxury marque.
IExpert Abhishek Goenka sees rupee facing short-term headwinds but expects improvement from FY27 with average below 90 per dollar, citing current 5% undervaluation.

Asian mining stocks surged as investors rotated into hard assets amid weakening dollar and geopolitical concerns. Korea Zinc climbed 14% while Zhongjin Gold jumped 10% in Monday trading.
INifty 50 fell 2.5% to 25,048 amid broad-based selling. Union Budget expectations, Q3 earnings, and global trade concerns set to shape market direction this week.
NMarket strategist Anand James warns of heightened volatility ahead of Budget amid FII selling and weak rupee. VIX rises for four weeks straight, while Nifty shows fragile technical setup below 200-day SMA.

Leaked audio shows Senator Ted Cruz criticizing Trump administration's India trade policy, revealing internal divisions with VP JD Vance and advisor Peter Navarro opposing a potential deal.
NGIFT City emerges as India's first IFSC with USD 100.14 billion in banking assets and over 1,034 entities, but Mumbai's century-old dominance with 6.16% GDP contribution and 70% capital transactions remains unchallenged.
UIndian equity markets entering Budget 2026 with measured expectations as focus shifts from broad rallies to company-specific fundamentals. Policy emphasis expected to transition from consumption stimulus to production enablement.

Oil prices extended gains with Brent at $66/barrel and WTI at $61.21/barrel as U.S.-Iran tensions escalate while Kazakhstan's pipeline returns to full capacity after maintenance completion.
TTrejhara Solutions Limited issues clarification on terminology change in EGM explanatory statement following stock exchange directives, replacing 'Subscription Shares' with 'Specified Securities'.
NNBFCs increase retail loan rates despite repo cuts as borrowing costs climb. AA-rated NBFCs pay 75 basis points more than corporates - highest since March 2022. Tight liquidity forces cost transfer to customers.
UIndia's clean energy sector requires targeted fiscal support in Budget 2026, with CBG sector needing ₹10,000 crores allocation and enhanced CFA from ₹4 crores to ₹6 crores per 4.8 TPD to achieve renewable targets.

Natural gas futures jumped 70% in the US during a week of brutal cold weather, catching traders off guard who had bet on falling prices after months of mild conditions.
CCare Ratings study reveals India's 53% credit-to-GDP ratio lags advanced economies, creating opportunities for foreign bank expansion as recent investments by Emirates NBD, MUFG Bank exceed Rs 80,000 crore.
GSingapore's GIC and Abu Dhabi's ADIA-backed Greenko Energy Holdings secured Rs 4,800 crore from NaBFID through long-term loans to 38 SPVs with 1 GW renewable capacity to redeem $940 million green bonds.
NMarket rebound likely after US Treasury Secretary signals potential removal of 25% tariff on India. Analysts identify 24,650-24,900 as crucial support zone with resistance at 25,300-25,400.

Samsung Electronics approaches final qualification phase with Nvidia for HBM4 AI memory chips, preparing for mass production in February to compete with SK Hynix and Micron in the lucrative AI memory market.
DNational Electricity Policy 2026 introduces measures to prevent state utilities from avoiding tariff revisions, including 120-day petition timelines and automatic tariff indexing to boost investor confidence.

KKR co-CEO Scott Nuttall announces plans to deploy tens of billions of dollars in India over next 5-10 years, citing growth potential despite rising valuations. Firm has invested $9 billion in last five years.

Primary market gears up for action with 5 SME IPOs worth Rs 226 crore and 5 listings including Shadowfax Technologies mainboard debut on January 28. Kasturi Metal opens January 27.
INifty breaks below 200-day moving average as FPIs sell ₹1.9 trillion this fiscal. Analysts divided on whether market has bottomed out despite RBI's ₹2 trillion liquidity measures.

India shows optimism in trade relations with potential EU deal and US trade pact progress, while maintaining strategic autonomy amid changing global order and geopolitical complexities.