Rama Phosphate posted 300% higher Q3 EPS of Rs.4 and 458% higher 9M EPS of Rs.13.4, which may lead to FY26 EPS of around Rs.18. Stock trades at a forward P/E of 9x vs. the industry average of 28x, with a strong near-term outlook.
Sathlokhar Synergys E&C Global received Class 1A PWD registration and laid the foundation for its PEB factory, to be inaugurated on 30th August 2026.
DEV Information Technology achieved CMMI Maturity Level 5 and won a Rs. 3.18 cr. NICSI order for IFMS 3.0 for the Government of Rajasthan.
India’s growth through whose lens: India is the fastest-growing major economy in rupee terms, but foreign investors assess growth in USD terms. When viewed in dollars, India’s growth premium over the US narrows. Global capital looks beyond headlines, focusing on currency stability, policy predictability and USD-adjusted equity returns. FII flows will return when returns adequately compensate for currency risk.
As per market veterans, recency bias peaks at market tops. The frenzy seen in smallcaps, SMEs, IPOs, defence, railways, solar, chemicals, data centres and new-age tech has faded, with most themes peaking and sliding lower, leaving little room for exits. Currently, base metals, PSU banks and the bullion pack are the only active themes. As per market grapevine, excessive participation turns risky, and the ongoing rush into precious metals warrants caution and a stay-light approach.
Life Insurance Corporation delivered steady earnings growth with FY26 EPS projected at Rs.85, while trading at a reasonable forward P/E of 10.6x.
NIFTY OUTLOOK: 25776.00 FII 29.79 cr DII 249.54 cr
As discussed yesterday, market behaviour remained on the expected lines, as after a volatile session Nifty closed with its bullish momentum intact.
NIFTY OUTLOOK: 25727.55
FII: Rs. 5236.28 cr DII: Rs. 1014.24 cr
As discussed yesterday, market behaviour remained on expected lines. Strong bullish momentum, supported by the India–US trade deal, led to an extreme move. Volatility remains elevated, hence it is advisable to allow prices to settle before taking aggressive positions.
NIFTY OUTLOOK: 25088.40 FII -1832.46 cr DII 2446.33 cr
As discussed yesterday market behaviour remained on the expected lines during the day, as nifty respected our support of 24700 I e. made a day low of 24679.4 and reversed from there upto day high of 25108.1
Silver near Rs.4.05 lakh and Gold around Rs.1.80 lakh: Indian households holding gold and silver are getting richer by the day, while equity investors continue to bleed as indices remain stable but cash stocks hit fresh lows daily.
NIFTY OUTLOOK: 24825.45
FII: -Rs. 588.34 cr | DII: -Rs. 682.73 cr
On breaching the 24920–25435 range, Nifty witnessed selling pressure. The index touched a day’s high of 25440.90 and, after breaking below 24920, slipped sharply to an intraday low of 24571.75.
In the Union Budget 2026–27, Finance Minister Nirmala Sitharaman unveiled a ₹10,000 crore MSME (Micro, Small and Medium Enterprises) Growth Fund aimed at strengthening and future-proofing the sector against global headwinds, including tariff pressures and economic uncertainties.
Market updates published today point to a healthy pipeline of IPOs coming to Dalal Street in the short term. With multiple small and medium enterprise issues set to open or list this week, investors focused on emerging firms have a range of new subscription opportunities.
The IPO calendar for the coming week shows continued momentum in the SME segment of the Indian market, even as larger mainboard deals remain thin.
The Indian primary market is ready for a lively week starting January 27, with five IPOs and five company listings scheduled across exchanges.
India is on track to post one of its strongest IPO years ever as markets anticipate a wave of major public offerings in 2026.
To finance its growth, Hannah Joseph Hospital is going public with its IPO to raise a fresh issue of Rs. 42 crore, which will open for subscription on Thursday, 22nd January 2026 and will close on Tuesday, 27th January 2026.
According to Ashish Gupta, Chief Investment Officer at Axis Mutual Fund, Indian equity markets are likely to see moderate returns in 2026, largely because a surge in IPO supply and promoter stake sales is expected to weigh on valuations and limit broad market upside.
The Union Budget 2026–27, presented by Finance Minister Nirmala Sitharaman, gave significant emphasis to strengthening India’s healthcare and pharmaceutical sectors, signalling a strategic shift toward building robust medical infrastructure, boosting manufacturing, and expanding research and training.
In the Union Budget 2026–27, Finance Minister Nirmala Sitharaman highlighted the shifting health challenges facing India and announced a major initiative to strengthen the country’s biopharmaceutical ecosystem. Central to her announcement was the launch of the “Biopharma Shakti” programme, backed by an allocation of ₹10,000 crore over the next five years to boost domestic capability in advanced drug manufacturing and healthcare innovation.
In the Union Budget 2026–27, Finance Minister Nirmala Sitharaman announced a comprehensive five-point programme aimed at boosting India’s textile industry — a major employer and export earner — with a focus on production growth, modernisation, skill development, and global competitiveness.
In the Union Budget 2026–27 presented on February 1, 2026, Finance Minister Nirmala Sitharaman announced a major change to investment rules for individuals living abroad, aimed at encouraging greater participation in Indian financial markets.
Under the updated regulations, persons resident outside India (PROIs) — including Non-Resident Indians (NRIs) and people of Indian origin — will now be allowed to invest up to 10% of a listed company’s equity through the Portfolio Investment Scheme (PIS), up from the earlier 5% cap.
Since the last Union Budget on February 1, 2025, around 16 equity mutual funds have delivered returns exceeding 20%, highlighting strong pockets of performance even as markets remained mixed. This analysis by ETMutualFunds covered 485 equity schemes, of which 405 showed positive returns and 80 delivered negative returns during this period.
As India’s Union Budget 2026 approaches, investors are closely watching market themes that could shape stock performance. Analysts expect Finance Minister Nirmala Sitharaman to maintain fiscal prudence while accelerating public spending on key sectors such as infrastructure, defence, power and housing.
In the Union Budget 2026–27, the Indian government has set a significantly higher target of ₹80,000 crore to be raised through disinvestment and asset monetisation under miscellaneous capital receipts, marking a major policy thrust on non-tax revenue sources.
India’s Union Budget 2026–27, presented by Finance Minister Nirmala Sitharaman, drew a wide range of responses from political leaders, industry experts, and market participants — with reactions reflecting both optimism and criticism.
Following the Budget announcement, several market and economic experts weighed in on its key measures:
Indian stock markets were expected to open higher on Sunday ahead of the presentation of the 2026–27 Union Budget by Finance Minister Nirmala Sitharaman, as investors looked for cues on government support for economic growth and export-oriented sectors.
In early trading, GIFT Nifty futures were indicating a positive start, suggesting the NSE Nifty 50 could open above its previous close of 25,320.65. Markets were operating in a special trading session on budget day, while debt and foreign exchange markets remained shut.
India’s federal government has announced a record increase in infrastructure spending, raising the capital expenditure allocation to ₹12.2 trillion ($133.1 billion) for the fiscal year 2026–27, Finance Minister Nirmala Sitharaman said in the Union Budget presented on February 1, 2026. This marks an 11.4% annual rise over previous allocations as the government continues to prioritise infrastructure as a key engine of economic growth.
India’s federal government has decided to maintain the share of tax revenue distributed to state governments at 41% for the five-year period from 2026 to 2031, Finance Minister Nirmala Sitharaman announced in the 2026–27 Union Budget presentation in Parliament on February 1, 2026.
Foreign institutional investors (FIIs) have pulled a staggering $23 billion out of Indian equities, with about $19 billion exiting in 2025 and another $4 billion in January 2026, raising alarm bells for Indian markets ahead of the Union Budget 2026. The sharp outflow is driven by a weaker rupee and lower post-tax returns, which make high-valued Indian stocks less attractive compared with safer opportunities in developed markets.
Rama Phosphate posted 300% higher Q3 EPS of Rs.4 and 458% higher 9M EPS of Rs.13.4, which may lead to FY26 EPS of around Rs.18. Stock trades at a forward P/E of 9x vs. the industry average of 28x, with a strong near-term outlook.
Sathlokhar Synergys E&C Global received Class 1A PWD registration and laid the foundation for its PEB factory, to be inaugurated on 30th August 2026.
DEV Information Technology achieved CMMI Maturity Level 5 and won a Rs. 3.18 cr. NICSI order for IFMS 3.0 for the Government of Rajasthan.
India’s growth through whose lens: India is the fastest-growing major economy in rupee terms, but foreign investors assess growth in USD terms. When viewed in dollars, India’s growth premium over the US narrows. Global capital looks beyond headlines, focusing on currency stability, policy predictability and USD-adjusted equity returns. FII flows will return when returns adequately compensate for currency risk.
As per market veterans, recency bias peaks at market tops. The frenzy seen in smallcaps, SMEs, IPOs, defence, railways, solar, chemicals, data centres and new-age tech has faded, with most themes peaking and sliding lower, leaving little room for exits. Currently, base metals, PSU banks and the bullion pack are the only active themes. As per market grapevine, excessive participation turns risky, and the ongoing rush into precious metals warrants caution and a stay-light approach.
Life Insurance Corporation delivered steady earnings growth with FY26 EPS projected at Rs.85, while trading at a reasonable forward P/E of 10.6x.
NIFTY OUTLOOK: 25776.00 FII 29.79 cr DII 249.54 cr
As discussed yesterday, market behaviour remained on the expected lines, as after a volatile session Nifty closed with its bullish momentum intact.
NIFTY OUTLOOK: 25727.55
FII: Rs. 5236.28 cr DII: Rs. 1014.24 cr
As discussed yesterday, market behaviour remained on expected lines. Strong bullish momentum, supported by the India–US trade deal, led to an extreme move. Volatility remains elevated, hence it is advisable to allow prices to settle before taking aggressive positions.
NIFTY OUTLOOK: 25088.40 FII -1832.46 cr DII 2446.33 cr
As discussed yesterday market behaviour remained on the expected lines during the day, as nifty respected our support of 24700 I e. made a day low of 24679.4 and reversed from there upto day high of 25108.1
Silver near Rs.4.05 lakh and Gold around Rs.1.80 lakh: Indian households holding gold and silver are getting richer by the day, while equity investors continue to bleed as indices remain stable but cash stocks hit fresh lows daily.
NIFTY OUTLOOK: 24825.45
FII: -Rs. 588.34 cr | DII: -Rs. 682.73 cr
On breaching the 24920–25435 range, Nifty witnessed selling pressure. The index touched a day’s high of 25440.90 and, after breaking below 24920, slipped sharply to an intraday low of 24571.75.
In the Union Budget 2026–27, Finance Minister Nirmala Sitharaman unveiled a ₹10,000 crore MSME (Micro, Small and Medium Enterprises) Growth Fund aimed at strengthening and future-proofing the sector against global headwinds, including tariff pressures and economic uncertainties.
Market updates published today point to a healthy pipeline of IPOs coming to Dalal Street in the short term. With multiple small and medium enterprise issues set to open or list this week, investors focused on emerging firms have a range of new subscription opportunities.
The IPO calendar for the coming week shows continued momentum in the SME segment of the Indian market, even as larger mainboard deals remain thin.
The Indian primary market is ready for a lively week starting January 27, with five IPOs and five company listings scheduled across exchanges.
India is on track to post one of its strongest IPO years ever as markets anticipate a wave of major public offerings in 2026.
To finance its growth, Hannah Joseph Hospital is going public with its IPO to raise a fresh issue of Rs. 42 crore, which will open for subscription on Thursday, 22nd January 2026 and will close on Tuesday, 27th January 2026.
According to Ashish Gupta, Chief Investment Officer at Axis Mutual Fund, Indian equity markets are likely to see moderate returns in 2026, largely because a surge in IPO supply and promoter stake sales is expected to weigh on valuations and limit broad market upside.
The Union Budget 2026–27, presented by Finance Minister Nirmala Sitharaman, gave significant emphasis to strengthening India’s healthcare and pharmaceutical sectors, signalling a strategic shift toward building robust medical infrastructure, boosting manufacturing, and expanding research and training.
In the Union Budget 2026–27, Finance Minister Nirmala Sitharaman highlighted the shifting health challenges facing India and announced a major initiative to strengthen the country’s biopharmaceutical ecosystem. Central to her announcement was the launch of the “Biopharma Shakti” programme, backed by an allocation of ₹10,000 crore over the next five years to boost domestic capability in advanced drug manufacturing and healthcare innovation.
In the Union Budget 2026–27, Finance Minister Nirmala Sitharaman announced a comprehensive five-point programme aimed at boosting India’s textile industry — a major employer and export earner — with a focus on production growth, modernisation, skill development, and global competitiveness.
In the Union Budget 2026–27 presented on February 1, 2026, Finance Minister Nirmala Sitharaman announced a major change to investment rules for individuals living abroad, aimed at encouraging greater participation in Indian financial markets.
Under the updated regulations, persons resident outside India (PROIs) — including Non-Resident Indians (NRIs) and people of Indian origin — will now be allowed to invest up to 10% of a listed company’s equity through the Portfolio Investment Scheme (PIS), up from the earlier 5% cap.
Since the last Union Budget on February 1, 2025, around 16 equity mutual funds have delivered returns exceeding 20%, highlighting strong pockets of performance even as markets remained mixed. This analysis by ETMutualFunds covered 485 equity schemes, of which 405 showed positive returns and 80 delivered negative returns during this period.
As India’s Union Budget 2026 approaches, investors are closely watching market themes that could shape stock performance. Analysts expect Finance Minister Nirmala Sitharaman to maintain fiscal prudence while accelerating public spending on key sectors such as infrastructure, defence, power and housing.
In the Union Budget 2026–27, the Indian government has set a significantly higher target of ₹80,000 crore to be raised through disinvestment and asset monetisation under miscellaneous capital receipts, marking a major policy thrust on non-tax revenue sources.
India’s Union Budget 2026–27, presented by Finance Minister Nirmala Sitharaman, drew a wide range of responses from political leaders, industry experts, and market participants — with reactions reflecting both optimism and criticism.
Following the Budget announcement, several market and economic experts weighed in on its key measures:
Indian stock markets were expected to open higher on Sunday ahead of the presentation of the 2026–27 Union Budget by Finance Minister Nirmala Sitharaman, as investors looked for cues on government support for economic growth and export-oriented sectors.
In early trading, GIFT Nifty futures were indicating a positive start, suggesting the NSE Nifty 50 could open above its previous close of 25,320.65. Markets were operating in a special trading session on budget day, while debt and foreign exchange markets remained shut.
India’s federal government has announced a record increase in infrastructure spending, raising the capital expenditure allocation to ₹12.2 trillion ($133.1 billion) for the fiscal year 2026–27, Finance Minister Nirmala Sitharaman said in the Union Budget presented on February 1, 2026. This marks an 11.4% annual rise over previous allocations as the government continues to prioritise infrastructure as a key engine of economic growth.
India’s federal government has decided to maintain the share of tax revenue distributed to state governments at 41% for the five-year period from 2026 to 2031, Finance Minister Nirmala Sitharaman announced in the 2026–27 Union Budget presentation in Parliament on February 1, 2026.
Foreign institutional investors (FIIs) have pulled a staggering $23 billion out of Indian equities, with about $19 billion exiting in 2025 and another $4 billion in January 2026, raising alarm bells for Indian markets ahead of the Union Budget 2026. The sharp outflow is driven by a weaker rupee and lower post-tax returns, which make high-valued Indian stocks less attractive compared with safer opportunities in developed markets.
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