ICICIdirect’s Pankaj Pandey sees defence stocks, BFSI, select consumption plays and domestic pharma offering strong multi-year growth visibility. Faster defence order execution, Titan’s strategic lab-grown diamond push, attractive NBFC valuations and IT as a contra bet could drive sector rotation. Caution advised on precious metals, while capex-linked themes may regain traction.Read More

Veteran market participant Vikas Khemani anticipates a constructive phase for Indian equities in the coming year, driven by converging factors of earnings growth, valuation comfort, and policy support. He believes the market is poised for a rebound after a period of consolidation, with banking, financial services, and consumption-led themes expected to lead the charge.Read More

After a record-breaking IPO year in 2025, India’s IPO pipeline for 2026 remains strong, with over 200 companies seeking regulatory approval. While subscription levels and listing gains moderated, analysts remain optimistic, citing valuation discipline and market stability as key drivers for sustained activity.Read More

NSE announces revised lot sizes for Nifty, Bank Nifty, Nifty Financial Services, and Nifty Midcap Select, effective from January 2026 contracts. The changes aim to align notional values with index levels and ensure efficient market functioning. Traders are advised to review positions and brokers to update platforms accordingly.Read More

Copper prices inched higher on Tuesday but showed signs of cooling after a strong recent rally. On MCX, January 2026 copper futures rose 3.3% to ₹1,273.50 per kg, after hitting an intraday high of ₹1,306.05. The broader metals market appears to be entering a consolidation phase near year-end.Read More

India’s Rs 79,000 crore defence procurement clearance strengthens the capital expenditure upcycle and boosts long-term order visibility for defence PSUs and private players. Analysts highlight missiles, electronics, drones and shipbuilding as key beneficiaries, with policy reforms further supporting MSMEs and defence start-ups.Read More

Eternal shares fell to a more than five-month low after the resignation of Blinkit chief financial officer Vipin Kapooria rattled investor confidence, even as competition in India’s quick-commerce sector intensifies ahead of a wave of public listings.Read More

Japanese government bonds experienced their sharpest yield jump in three decades this year, driven by fiscal stimulus concerns and entrenched inflation. The central bank’s reduced bond buying and policy rate hikes also pressured yields. Analysts suggest further rate increases are likely, potentially accelerated if the yen weakens significantly, making currency defense a priority.Read More

Crypto markets dip over 2% amid thinning year-end volumes, with Bitcoin trading near $87K and Ethereum at $2,952. Analysts cite macro caution, technical resistance, and profit-taking in precious metals. Altcoins face mixed movements, while global liquidity signals keep crypto in consolidation ahead of 2026.Read More

Emkay Global initiated coverage on Lenskart with a target price of Rs 525, citing strong long-term growth potential despite optically rich valuations. The brokerage expects robust revenue and earnings compounding driven by industry tailwinds, scale benefits, operating leverage and multiple scalable growth opportunities across India and international markets.Read More