Equity benchmark indices Sensex and Nifty ended higher in highly volatile trade on Tuesday, buoyed by heavy buying in bank and metal stocks, a firm trend in global markets and optimism over India-EU FTA. The 30-share BSE Sensex climbed 319.78 points, or 0.39 per cent, to settle at 81,857.48.
The recent correction suggests that while precious metals hedge geopolitical tension and inflation, they are not immune to sharp short-term corrections and profit-booking.
Is the parabolic rise in silver running out of steam or just getting started? Ramalingam Kalirajan offers his take on if you should invest in silver now?
A firm overseas trend on Thursday helped gold recover by Rs 100 to Rs 17,300 per ten gram in the bullion market here on fresh buying by stockists amid marriage season demand.
'We frequently discuss AI, but we're waiting for other countries to develop solutions rather than creating intellectual property ourselves.' 'We haven't yet produced comprehensive AI solutions developed in India for global markets.'
India's retail inflation, which has stayed below the Reserve Bank of India's (RBI's) 4 per cent target in recent times, is likely to remain benign in the coming months, RBI Deputy Governor Poonam Gupta said in a speech, on Friday, which was uploaded on the central bank's website on Tuesday. Headline inflation dipped to multi-year lows of around 1.5-2.8 per cent in late 2025.
Concerns have emerged about the impact of AI adoption on young workers, particularly those seeking their first job in high-skilled occupations.
While methods such as generative user awareness remain among the most efficient and low-cost mechanisms for preventing cybersecurity incidents, they are becoming less effective as attacks become more sophisticated.
This is the second-worst performance by the pack during this period over the last five years since CY20.
A neutral monetary policy stance, heavy government borrowing, and issuers adjusting to a higher-for-longer yield environment have set the stage for a largely stable corporate bond market in 2026.
New investors should enter gradually and with a long horizon. 'Staggered investment through systematic purchase plans is advisable rather than lump-sum buying.'
'It is too early to conclude that there will be a bloodbath, that there will be no jobs, and that there will be civil unrest.' 'Let's calm down.' 'AI is a tool, it is not a weapon, it is not a virus.'
Foreign portfolio investors have started 2026 on a cautious note, extending their selling streak from last year by withdrawing Rs 7,608 crore ($846 million) from Indian equities in the first two trading sessions of January. The withdrawal of funds followed the largest outflow of Rs 1.66 lakh crore ($18.9 billion) recorded in 2025, triggered by volatile currency movements, global trade tensions and concerns over potential US tariffs, and stretched market valuations.
From the 30-Sensex firms, Eternal, Infosys, Asian Paints, UltraTech Cement, Bajaj Finance, HCL Tech and Titan were among the biggest laggards. However, Tata Steel, Mahindra & Mahindra, Bajaj Finserv and Axis Bank were among the biggest gainers.
Batting for further consolidation in public sector banking, the executives of top public sector banks (PSBs) said there should be at least two Indian banking entities among the top 20 global banks.
Foreign investors fled Indian equities in 2025 at a scale never seen before, pulling out a record Rs 1.6 lakh crore (USD 18 billion) as volatile currency movements, global trade tensions, especially potential US tariffs, and stretched valuations eroded risk appetite, though flows are expected to turn sustainably positive in 2026.
Investors have often been left scratching their heads over why a company's stock fails to move despite delivering beating earnings results, only to see the stock fall. According to theory, beating earnings should translate to higher stock prices, but in today's interconnected world, stock prices do not depend on the numbers.
A pickup in freight rates, rising fleet utilisation and a long-awaited replacement cycle are breathing fresh life into India's commercial vehicle (CV) market, strengthening the investment case for Tata Motors' CV arm (TMCV). Despite a broadly steady December quarter (Q3) performance, brokerages remain divided on whether the upswing is strong enough to offset margin pressures.
The Nifty IT index hit a more than nine-month low, trading at its weakest level since April 17, 2025.
Equity market investors would track global trends, foreign fund movement and quarterly earnings in a holiday-shortened week ahead, analysts said. Stock exchanges BSE and NSE will conduct a special Muhurat trading session on Tuesday, October 21.
'The real story of 2025 is that India officially stopped being a 'market of the future' and started acting as the world's primary economic engine.'
From the 30-Sensex firms, InterGlobe Aviation, Sun Pharma, Asian Paints, Reliance Industries, Hindustan Unilever, and Tata Steel were among the biggest laggards. However, Trent, UltraTech Cement, Maruti, and Power Grid were among the gainers.
Gold prices rallied for the third straight day and gained Rs 2,600 to hit a fresh lifetime high of Rs 1,26,600 per 10 grams in the national capital on Wednesday in line with strong global trends amid looming geopolitical uncertainties triggered by the prolonged shutdown of the US government.
After a brief pause in October, foreign investors resumed selling, pulling out a net Rs 3,765 crore from Indian equities in November, driven by global risk-off sentiment, volatility in global tech stocks and selective preference for primary markets over secondary markets.
If you are actively trading, you can't possibly overlook headlines. Early announcements, policy changes, or even a disruption in a certain industry habitually grab your attention. These headlines, when strategically assessed, can generate profitable trading ideas.
Stock markets will be driven by RBI's interest rate decision, tariff-related developments, global trends and trading activity of foreign investors in this holiday-shortened week, analysts said.
'Solutions developed in India are being commercialised and offered globally because we're executing at scale, creating new markets and revenue streams.'
UN Secretary-General Antonio Guterres issued his New Year's message for 2026 in Hindi, among other languages, urging world leaders to prioritize development over destruction. He highlighted the staggering scale of human suffering and the disproportionate global military spending.
According to multiple sources close to the development, Mercedes-Benz is already in talks with multiple developers in Gurugram for a luxury branded residence project.
Domestic mutual funds have infused the highest ever -- Rs 4.84 trillion -- this year amid strong inflows via SIPs.
From the 30-Sensex firms, NTPC, Trent, Bajaj Finance, Power Grid, Maruti, State Bank of India, ICICI Bank and Bharat Electronics were among the biggest gainers. In contrast, ITC, Kotak Mahindra Bank, Titan Company, Axis Bank and Bharti Airtel were the laggards.
Banks cannot treat compliance as a quarter-end activity, and must have stronger operational discipline and data governance throughout the year, Reserve Bank of India (RBI) Deputy Governor Swaminathan J said in a speech at the Third Annual Global Conference of the College of Supervisors.
Investors must account for currency depreciation in their financial plans and use instruments that can cushion the erosion in purchasing power.
'When markets go into a budget with excessive optimism, the risk of disappointment is higher.'
From the Sensex firms, Mahindra & Mahindra, Maruti, Adani Ports, Bajaj Finserv, Titan, and HDFC Bank were among the major laggards. However, Hindustan Unilever, Trent, HCL Tech, Asian Paints, and Tata Steel were among the gainers.
Companies' rent and lease expenses have seen a significant decline relative to the money they make since the pandemic.
2025 marked a shift in investor preference when it comes to MF schemes.
'...a mix of asset classes.' 'Include equities for growth (across market caps), debt for stability and liquidity, gold as a hedge against macro and currency risk, and global assets for geographical and economic diversification.'
'The scale and depth of talent here plays a central role in core software product engineering for some of the biggest brands in tech.'
It is a marketplace of attention, where legacy publishers, global franchises, and consumer brands meet to make the most of India's expanding fandom economy.
