Brokerages were divided on Bajaj Finance after its 2025-26 (FY26) third-quarter (October-December/ Q3) results, with a few raising targets on valuation comfort, while others flagged concerns over the credit cost trajectory.
The rupee declined 31 paise to settle at 90.65 against the US dollar on Friday, weighed down by geopolitical uncertainties over the US-Iran talks, and a sharp rise in global crude oil prices.
India's forex reserves increased by $392 million to $687 billion during the week ended January 9, the Reserve Bank of India said on Friday.
Flexicap fund performance depends heavily on the fund manager's decisions.
Overlap refers to the same stocks appearing across fund portfolios.
The Enforcement Directorate (ED) has filed a chargesheet in connection with alleged financial irregularities at the R G Kar Medical College and Hospital, naming former principal Sandip Ghosh and others as accused.
A new study alleges that Muslim voters are disproportionately represented in Logical Discrepancy (LD) lists during Kolkata's voter roll revision, raising concerns about potential bias in the electoral process.
ICICI Bank delivered satisfactory results in the second quarter of 2025-26 (Q2FY26), sustaining return on assets (RoA) of around 2.3-2.4 per cent and improving asset quality. Provisions declined 26 per cent year-on-year (Y-o-Y) and 50 per cent quarter-on-quarter (Q-o-Q).
Gold prices are likely to trade firm next week as traders await key economic data, including US inflation numbers, for fresh cues on interest rate outlook, while silver may remain volatile amid shifting risk sentiment and speculative activity, analysts said.
Global risks include a potential delay in the US-India trade agreement, the possibility of a sharp correction in US equity markets, and renewed geopolitical tensions.
The rupee appreciated 13 paise to close at 90.34 against the US dollar on Thursday, on trade deal optimism and overnight decline in commodity prices, even as the upside remained capped as investors look for more clarity on the India-US trade deal.
Highlights of the Economic Survey 2025-26
Through policy interventions, Indian cities need to be reimagined as a network of inter-connected assets and services which serve to strengthen the social contract between citizens and their cities by improving their quality of life, the Economic Survey has flagged.
The Reserve Bank of India on Friday proposed to allow banks to lend to Real Estate Investment Trusts (REITs) with certain prudential safeguards to deepen the financing pool for the real estate sector.
61 Cavalry, Bhairav light commando battalion, DRDO's Long Range Anti-Ship Hypersonic Missile (LR-AShM) and many more key military assets were part of a grand Republic Day Parade in New Delhi.
New faces with big dreams. These players are set to step onto the T20 World Cup stage for the first time.
New Delhi will substantially reduce tariffs on industrial and agricultural goods while continuing to protect sensitive sectors. Tariffs on some agricultural products that are not traditionally considered sensitive will be brought down to zero, while in the case of relatively sensitive items, duties will be reduced in a graded manner and quotas will be imposed.
Office redevelopment is emerging as a key growth frontier for developers as India's commercial real estate market shifts towards quality, sustainability, and capital efficiency. With land parcels scarce in central business districts (CBDs) and demand for Grade A offices remaining strong, developers and investors are increasingly turning to ageing office stock in prime locations to unlock value.
'The real question is how best to leverage technology to deliver better services, all the way to the last mile, where we still haven't been able to get across the financial literacy that can enable us to unlock the potential of the entire country.'
The Indian real estate sector received a record equity capital inflow of Rs 14.25 billion last year, higher by 25 per cent annually, as developers and institutional investors remained bullish on growth potential, according to CBRE.
'Credit growth in India remains in double digits, even though corporate borrowing is subdued.' 'Corporate credit is weak because companies are cash-rich and cautious amid global uncertainty.'
Multi-asset allocation funds (MAAFs) have emerged as strong performers among mutual funds (MFs), rivalling medium-term returns from traditional equity categories while maintaining a lower risk profile. Over the past three years, average returns for this segment have surpassed those of flexicap and largecap funds, for both lump sum and systematic investment plan (SIP) investments.
India showcased its frontline military assets, including Brahmos and Akash missiles, at the Republic Day parade. The event also celebrated Operation Sindoor and featured a new 'Battle Array Format' for the Indian Army.
'There is a challenge in repositioning yourself, maybe reinventing yourself.'
Market sentiment is likely to remain cautious as investors position themselves for the upcoming Union Budget and the US Fed's interest rate decision, where expectations are muted.
Marico has entered into a definitive agreement with PVR INOX to buy its 93.27 per cent stake in Zea Maize Private Limited (ZMPL), which owns the gourmet popcorn brand 4700BC, in an all-cash transaction worth Rs 226.8 crore.
India's forex reserves dropped by $9.8 billion to $686.81 billion in the week to January 2, the Reserve Bank of India (RBI) said on Friday.
Defending champions India look to do something they have never done in World Cups and retain the trophy.
The Union Budget for 2026-27, presented by Finance Minister (FM) Nirmala Sitharaman on Sunday, which was a first, had an excellent domestic macro backdrop. According to the first advance estimates, gross domestic product (GDP) in constant prices is projected to grow 7.4 per cent in the current financial year, against 6.5 per cent in 2024-25.
'In the last one year, we have added more than Rs 1.7 trillion, and we are on track.'
'Trading without strict position sizing, stop-loss discipline, or a clear exit plan almost guarantees losses.' 'Chasing tips, reacting to intraday noise, or assuming frequent trading improves outcomes are equally damaging habits.'
'If you go by the capital expenditure, this is a good defence budget. But we will have to see if the government can keep defence spending at 2 per cent or higher in 2027-2028.'
2025 marked a shift in investor preference when it comes to MF schemes.
India's household debt climbed to 41.3 per cent of gross domestic product (GDP) at the end of March 2025, marking a sustained rise from its five-year average of 38.3 per cent, with consumption-related loans accounting for bulk of the borrowings, the Reserve Bank of India (RBI) said in its Financial Stability Report.
'The bigger unknown remains global geopolitics, which is inherently unpredictable, including developments in our neighbourhood.' 'Another concern is the increasing tilt of government finances towards welfare subsidies, especially at the state level.' 'This could constrain capital expenditure, which is critical for long-term growth.'
The gold loan portfolio across the system has nearly doubled to Rs 15.6 lakh crore in two years to November 2025, as a spike in prices of the precious commodity encouraged lenders to increase their exposures to the safer segment, a report said on Wednesday.
India is growing fast, but to keep growing strong, the government must make more things at home, create jobs, and spend money wisely, suggests Rajiv Memani, regional managing partner, Africa-India Region, EY.
Gold ETFs attracted around Rs 11,700 crore, the highest in a calendar month.
According to the Economic Survey 2026, the appropriate stance for 2026 is therefore one of strategic sobriety rather than defensive pessimism.
Sometimes, the most powerful Budgets whisper and the wisest investors listen, notes Ramalingam Kalirajan.
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