Hindustan Copper shares jumped on January 5, tracking a nearly 3% rise in LME copper prices. The stock has gained 10% over three sessions. Experts say copper fundamentals remain strong, driven by AI, data centres and green energy demand, while supply risks from mine disruptions and labour unrest support prices.Read More

Emerging-market bonds are set to remain resilient in 2026 as domestic investors now hold a larger share of local-currency debt, reducing vulnerability to currency swings and global volatility. Lower foreign participation, stronger local demand and weakening correlations with U.S. Treasuries are helping deepen markets and support stability across major emerging economies.Read More

Cupid and TFCI saw divergent moves after both hit lower circuits on Friday. Cupid extended its slide despite management clarification, while TFCI rebounded on fresh buying, including Ekta Halwasiya’s block deal. Cupid highlighted record Q3FY26 performance and a strong order book, whereas TFCI announced plans to co-sponsor two AIFs.Read More

Bank Nifty shows strong momentum entering earnings season, historically outperforming post-rate cuts. While Nifty’s gains are concentrated, broader participation is noted. Analysts suggest focusing on large-cap banks for buying opportunities, anticipating further upside based on historical trends and recent performance.Read More

ONGC could unlock about US$500 million in unpaid dividends from its Venezuelan assets if US-led restructuring eases sanctions, Jefferies said. Recovery would bolster cash flows, balance sheet strength and investor sentiment, adding to robust profitability and valuation comfort, while reviving optionality from stalled Venezuelan projects.Read More

Multi Commodity Exchange of India Ltd (MCX) shares have surged, driven by persistent commodity volatility rather than just price increases. Analysts emphasize that trading volumes, not commodity prices, fuel MCX’s earnings, with operating leverage kicking in when activity remains elevated. The sustainability of this volatility dividend and its impact on MCX’s valuation are key investor...Read More

Bajaj Finance shares are set to be in focus after the lender’s December-quarter business update showed steady growth in customers, loan bookings and assets under management, reinforcing confidence after a strong September-quarter earnings performance.Read More

ITC shares slid to a three-year low after a sharp tobacco tax hike triggered widespread brokerage downgrades. Analysts warn that higher excise and GST rates could force steep price increases, hurt cigarette volumes, and compress margins, prompting target cuts and cautious outlooks despite ITC’s diversified FMCG presence.Read More

FSN E-Commerce Ventures, Nykaa’s parent company, is set for focus after a strong Q3 FY2026 business update. The company anticipates consolidated GMV and NSV growth in the late twenties, driven by accelerated Beauty vertical performance and a revival in Fashion. Net revenue growth is expected at the upper end of the mid-twenties, marking a slight...Read More

Indian markets begin the new year on a strong note as the Nifty hits a fresh all-time high. A Balasubramanian of ABSL AMC says improving earnings expectations, supported by GST cuts, RBI rate easing and value-based buying in asset-backed companies, are driving the rally ahead of the Q3 results season.Read More