by ET Markets | January 5, 2026 8:00 am | Indian Stocks, Market, News
The dollar strengthened against the euro and pound early in the new year, reaching a 3.5-week high versus the euro. Geopolitical tensions from a U.S. raid in Venezuela add a layer of risk. Key U.S. economic data this week, including non-farm payrolls, will heavily...
by ET Markets | January 5, 2026 8:00 am | Indian Stocks, Market, News
Oil prices saw a slight increase as investors assessed potential disruptions to Venezuelan shipments following U.S. President Trump’s actions against President Maduro. Despite the political upheaval, initial reports indicate no damage to Venezuela’s oil...
by ET Markets | January 5, 2026 7:04 am | Indian Stocks, Market, News
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...
by ET Markets | January 5, 2026 7:04 am | Indian Stocks, Market, News
Emerging-market bonds are poised for support in 2026, driven by increasing local investor ownership. These domestic holders, less exposed to currency risk, are proving more resilient. This shift, with China, Mexico, and Indonesia leading, signifies maturing financial...
by ET Markets | January 5, 2026 7:03 am | Indian Stocks, Market, News
Benchmark indices reached new all-time highs as 2026 trading commenced, fueling stock-specific action. Traders carried forward bullish bets and reduced bearish positions in select stock futures for the January series. Several stocks, including UNO Minda, Tata Power,...
by ET Markets | January 5, 2026 6:05 am | Indian Stocks, Market, News
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...
by ET Markets | January 5, 2026 6:05 am | Indian Stocks, Market, News
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...
by ET Markets | January 5, 2026 6:04 am | Indian Stocks, Market, News
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...
by ET Markets | January 5, 2026 6:04 am | Indian Stocks, Market, News
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...
by ET Markets | January 4, 2026 5:03 pm | Indian Stocks, Market, News
The brokerage sees capital expenditure, defence manufacturing and financialisation as key tailwinds for the segment.
by ET Markets | January 4, 2026 4:05 pm | Indian Stocks, Market, News
The brokerage sees India’s “Goldilocks” phase continuing, supported by policy actions, easing macro headwinds, and a revival in capital expenditure, while preferring financials, capex-linked sectors, defence, and select discretionary stocks.
by ET Markets | January 4, 2026 4:04 pm | Indian Stocks, Market, News
Veteran fund manager Siddhartha Bhaiya, who passed away after a cardiac arrest, was known for his contrarian investing style and multibagger small-cap bets. Citing rich valuations and market euphoria, he sharply reduced equity exposure and shifted heavily into gold...
by ET Markets | January 4, 2026 3:03 pm | Indian Stocks, Market, News
Antique Stock Broking expects an earnings-led recovery to drive Indian equities higher, with the Nifty targeting 29,500 by March 2027. The brokerage sees a profit upcycle in CY26, led by capital expenditure and financials, while remaining selective on consumption and...
by ET Markets | January 4, 2026 1:06 pm | Indian Stocks, Market, News
Analyst forecasts highlight eight BSE large-cap stocks with strong upside potential over the next 12 months. Lodha Developers, Eternal, Hindustan Aeronautics, Swiggy, Waaree Energies, Apollo Hospitals, Mankind Pharma, and Max Healthcare are projected to deliver gains...
by ET Markets | January 4, 2026 1:05 pm | Indian Stocks, Market, News
The U.S. military raid in Venezuela, resulting in President Maduro’s capture, has heightened geopolitical tensions at the start of 2026. Oil, gold, silver, the U.S. dollar, and global equities are expected to react when markets reopen on Monday. Venezuela’s vast...
by ET Markets | January 4, 2026 1:04 pm | Indian Stocks, Market, News
by ET Markets | January 4, 2026 1:04 pm | Indian Stocks, Market, News
Gold and silver posted historic gains in 2025, driven by Fed rate expectations, a softer dollar, geopolitical tensions, industrial demand, and supply deficits. In 2026, gold could test $5,000/oz and silver $100/oz, supported by central bank buying, robust industrial...
by ET Markets | January 4, 2026 12:00 pm | Indian Stocks, Market, News
Foreign portfolio investors have started 2026 on a cautious note, extending their selling streak from last year by withdrawing Rs 7,608 crore (USD 846 million) from Indian equities in the first two trading sessions of January.
by ET Markets | January 4, 2026 12:00 pm | Indian Stocks, Market, News
The combined market capitalisation of seven of the top-10 most-valued firms surged Rs 1,23,724.19 crore last week, in line with an optimistic trend in equities, with Reliance Industries stealing the limelight with the biggest jump in its valuation.
by ET Markets | January 4, 2026 11:07 am | Indian Stocks, Market, News
India’s equity market enters 2026 on a firmer footing, supported by earnings recovery, robust SIP flows, favourable policies, and manageable inflation. While large caps remain core, small- and mid-cap gains are likely to be selective. Investors are advised to...
