Indian markets surged to new record highs, marking a strong start to the New Year. Nifty decisively crossed the 26,200 mark. Several companies like DMart, Bajaj Finance, and Marico are in focus due to Q3 updates. DMart reported a 13% revenue jump, while Bajaj Finance saw a 15% increase in new loans booked.Read More

Banks are likely to see lower provisioning for bad loans in the December quarter. This follows a significant drop in the previous quarter. Improved loan collection and fewer new bad loans are driving this trend. Stress in unsecured loans is also expected to ease. This should boost banks’ profitability. Analysts anticipate better bank performance from...Read More

The Nifty has broken out of a five-week consolidation, signaling a resumption of its uptrend and is expected to rally towards 26,800 in January. Analysts suggest buying on dips as long as the index holds above key support levels, with positive momentum indicators supporting the bullish outlook.Read More

OPEC+ has decided to keep oil production steady. This decision comes despite political friction between Saudi Arabia and the UAE, and the US apprehending Venezuela’s president. Oil prices have seen a significant drop. The group, which produces half of the world’s oil, will increase output targets from April to December 2025.Read More

Tata Sons is actively seeking new leadership for its airline business, with chairman N Chandrasekaran reportedly in talks with international aviation executives. These discussions are occurring as current Air India CEO Campbell Wilson’s term nears its end in June 2027, and similar changes are anticipated for Air India Express.Read More

Asian equities surged to a record high, driven by technology shares, while oil prices fluctuated and precious metals climbed. The ousting of Venezuela’s president introduced a geopolitical flashpoint, but markets largely digested the news, with traders refocusing on rate paths and liquidity conditions.Read More

Global tensions may weaken the Indian rupee this week. Experts predict volatility due to US actions in Venezuela. The rupee has already declined. The Reserve Bank of India’s upcoming swap operation on January 13 will be crucial. Foreign investor outflows and trade deficits also impact the currency’s performance.Read More

Emerging markets veteran Mark Mobius, with 30% of his portfolio in India, believes the country will outperform China in 2026 due to economic reforms and a sourcing shift. He advises caution and capital preservation, holding 20% cash and using put options for downside protection amidst global uncertainty.Read More

Indian markets surged on Friday, marking the second trading day of the new year. The Nifty 50 reached an all-time high as a broad rally took hold. Strong corporate updates boosted investor sentiment across sectors. Global markets also started 2026 positively. Analysts remain constructive, focusing on Q3 earnings for near-term direction.Read More

The capture of Venezuelan President Nicolas Maduro has reintroduced geopolitical risk into oil markets, impacting global crude prices. While immediate supply increases are unlikely, a US-led overhaul could eventually boost Venezuelan output, offering India a strategic alternative to Middle Eastern crude and potentially stabilizing prices.Read More