Despite Nifty’s decade-long winning streak, 2026 targets of 29,000 face significant hurdles. Experts warn of potential derailment from a delayed US-India trade deal, global geopolitical chaos, and an AI bubble burst. Earnings-valuation mismatches, crude oil spikes, rupee depreciation, and an equity supply glut also pose substantial risks to the rally.Read More

Nifty IT could emerge as a contrarian winner in 2026 as rupee depreciation, AI-led consulting demand and expected Fed rate cuts boost earnings, says Sunil Subramaniam. He also sees strong recovery potential in real estate, GLP-1 driven pharma growth and a renewed private-sector capex cycle shaping market leadership next year.Read More

Gold and silver began 2026 on a mixed note, with gold trading flat while silver extended its strong rally. Gold February futures inched up 0.06% on MCX, whereas silver March futures rose 0.86%, continuing last year’s sharp surge driven by tight supply, strong demand and supportive interest rates.Read More

Vodafone Idea shares experienced sharp volatility following a government relief package. While the announcement provided a significant financial breather by deferring payments, it failed to address concerns about the company’s ability to secure fresh bank funding, leading to investor disappointment and a stock decline.Read More

Sovereign wealth and public pension funds channelled a record share of capital into the United States in 2025, while emerging markets saw a sharp decline in inflows despite strong performance.Read More

Tobacco stocks like ITC and Godfrey Phillips saw significant drops on Thursday. This follows the finance ministry’s notification of an additional excise duty on tobacco products. The new levies, effective February 1, will be applied over and above the GST rate. This change replaces the existing compensation cess. Companies may need to increase prices due...Read More

Berkshire Hathaway shares edged lower as Warren Buffett prepared to hand over the chief executive role to Greg Abel, marking a historic leadership transition while highlighting the company’s unmatched long term investment record.Read More

A tough year for Indian equities has triggered investor FOMO, but market veteran Devina Mehra argues that weak sentiment, not regret, should guide portfolio decisions. The focus, she says, must be on reassessment, quality investments and intelligent global diversification.Read More

India’s premium housing market experienced a strong performance in 2025. Capital values rose significantly, especially in under-construction projects. This trend was fueled by robust end-user demand, better infrastructure, and limited supply in prime areas. Experts predict this premium segment will remain buoyant in 2026, supported by wealth growth and improved transparency. Disciplined pricing and supply...Read More

IREDA shares are poised for attention following a robust business update for the December quarter. The state-run lender reported significant year-on-year growth in loan sanctions, disbursements, and its outstanding loan book. This follows a strong September quarter performance, which saw a substantial increase in net profit and revenue.Read More