by ET Markets | January 2, 2026 12:09 pm | Indian Stocks, Market, News
Markets may rebound in the coming quarters as earnings visibility improves, with analysts penciling in 12-14% consensus earnings growth. Mayuresh Joshi highlights opportunities in consumer discretionary, BFSI, and infrastructure, with specific stock picks like Vishal...
by ET Markets | January 2, 2026 12:09 pm | Indian Stocks, Market, News
Bajaj Auto shares saw a dip following a modest 3% rise in domestic two-wheeler sales for December. However, total sales climbed 14% year-on-year. Exports surged 24%, and commercial vehicle sales also grew. The company reported a significant 53% jump in consolidated...
by ET Markets | January 2, 2026 12:06 pm | Indian Stocks, Market, News
ITC shares slid to a three-year low after a sharp two-day, 14% fall triggered by a steep cigarette tax hike, prompting multiple brokerage downgrades amid concerns that large price increases will be needed to offset the impact, risking volumes and earnings.
by ET Markets | January 2, 2026 12:06 pm | Indian Stocks, Market, News
Ashok Leyland shares extended their winning streak for a fifth straight session, supported by strong December sales, improving financial performance, and bullish technical indicators, even as the stock appears overbought in the short term.
by ET Markets | January 2, 2026 12:05 pm | Indian Stocks, Market, News
Indian equities enter 2026 with valuations below their long-term averages but remain costlier than Asian peers. The market’s premium now hinges on earnings recovery and renewed global investor interest rather than valuation comfort alone.
by ET Markets | January 2, 2026 12:05 pm | Indian Stocks, Market, News
Indian government bonds saw a slight dip early Friday. Traders are cautious due to upcoming debt sales and a large state borrowing schedule. New Delhi will sell benchmark 10-year bonds today. Indian states are expected to announce their borrowing plans for January to...
by ET Markets | January 2, 2026 12:04 pm | Indian Stocks, Market, News
The Indian rupee received support near the 90-per-dollar level on Friday. Traders noted dollar sales by state-run banks. These actions likely occurred on behalf of the central bank. The rupee was trading close to 89.98. It repeatedly found stability around the 90 mark...
by ET Markets | January 2, 2026 12:03 pm | Indian Stocks, Market, News
Indian government bonds saw a slight dip early Friday. Traders are cautious due to upcoming debt sales and a large state borrowing schedule. New Delhi will sell benchmark 10-year bonds today. Indian states are expected to announce their borrowing plans for January to...
by ET Markets | January 2, 2026 11:10 am | Indian Stocks, Market, News
Ola Electric shares surged 9% to Rs 40.77 on January 2, 2026, following a strong December sales performance. The company’s market share rose to 9.3% in December from 7.2% in November, with a notable acceleration in the latter half of the month. This growth,...
by ET Markets | January 2, 2026 11:10 am | Indian Stocks, Market, News
Market participants are spotting early turnaround signals, with the worst appearing behind for Indian equities. Improving sectoral trends, easing foreign selling, and domestic policy support are laying the groundwork for a stronger 2026, as highlighted by market...
by ET Markets | January 2, 2026 11:09 am | Indian Stocks, Market, News
The Indian rupee traded in a tight range, gaining a marginal six paise to 89.92 against the US dollar on Friday. Traders anticipate continued narrow movements, with the Reserve Bank of India reportedly guarding the 90 mark. Positive domestic equities offered some...
by ET Markets | January 2, 2026 11:09 am | Indian Stocks, Market, News
Tata Motors surged to a record high on Friday, fueled by strong December commercial-vehicle volumes, while its passenger-vehicle arm TMPV rose on healthy EV and PV sales. Robust demand, a rebound in construction and mining, and an upbeat management outlook for FY26...
by ET Markets | January 2, 2026 11:07 am | Indian Stocks, Market, News
Indian markets may see a stronger 2026 as domestic corporate earnings improve, driven by tax relief, GST rationalisation and a consumption rebound, says market expert Sudip Bandyopadhyay. However, a sustained equity rally will depend on the return of foreign...
by ET Markets | January 2, 2026 11:06 am | Indian Stocks, Market, News
Public sector stocks are offering attractive income for dividend-focused investors in FY25. MSTC leads the pack with a 7.7% yield, followed by Coal India at 6.6%. Companies like Balmer Lawrie Investments, ONGC, and REC also feature in the top 10, demonstrating...
by ET Markets | January 2, 2026 11:06 am | Indian Stocks, Market, News
MCX shares plunged over 80% to Rs 2,192 as the stock turned ex-split on its record date for a 5:1 split, a mechanical price adjustment rather than a fundamental decline, with eligible shareholders set to receive additional shares.
by ET Markets | January 2, 2026 11:05 am | Indian Stocks, Market, News
Olectra Greentech shares jumped after the company began Phase-I commercial operations at its new greenfield EV plant in Hyderabad, marking December 31, 2025, as the facility’s official commercial operation date and notifying lender SBI.
by ET Markets | January 2, 2026 11:05 am | Indian Stocks, Market, News
PSU stocks saw mixed results in 2025. Metals, PSU banks, and defence sectors performed well. However, power, railway, and NBFC sectors faced declines. Market participants anticipate Budget 2026 to boost state-owned firms with increased government spending and policy...
by ET Markets | January 2, 2026 11:04 am | Indian Stocks, Market, News
2025 marked a year of sharp divergence in global markets, with overseas equities and precious metals delivering outsized returns, driven by easing financial conditions, strong earnings and risk appetite, while Indian benchmarks underperformed peers despite stable...
by ET Markets | January 2, 2026 10:14 am | Indian Stocks, Market, News
Samir Arora of Helios Capital says strong DII flows are a positive for markets and worries should come only after a rally. He explains why Helios avoids long-duration themes like railways, prefers new-age consumption platforms, remains selective on defence, and sees...
by ET Markets | January 2, 2026 10:14 am | Indian Stocks, Market, News
The US dollar, after an 8-year low in 2025, shows early stabilization but faces anticipated decline in 2026. Expectations of Federal Reserve rate cuts, narrowing interest rate differentials, and global growth strengthening are key drivers. While short-term...
