RBI announces major liquidity measures: Rs. 2 lakh cr OMO (bond purchases) and a $10 bn rupee swap for three years. This will inject liquidity, lower bond yields, and stabilise the rupee. Comfortable liquidity, softer yields, and a stable exchange rate are positive for growth and investments.

RBI announces major liquidity measures: Rs. 2 lakh cr OMO (bond purchases) and a $10 bn rupee swap for three years. This will inject liquidity, lower bond yields, and stabilise the rupee. Comfortable liquidity, softer yields, and a stable exchange rate are positive for growth and investments.

Promoter buying (Dec 2025, data till 23-12-2025): Aarti Pharmalabs, Bliss GVS, Crestchem, DB Crop, Euro Pratik Sales, Gandhar Oil, Jindal Drilling, JSPL, Mangalam Cement, MSP Steel, Omax Auto, Praveg, Permanent Magnets, Roto Pump, Sarla Performance, Shree Digvijay Cement, Shoppers Stop, Stel Holdings, Sukhjit Starch, Surya Roshni, TGV Sraac, Updater, Westlife.

Astro view: Key turning dates are 30–31st Dec 2025 & 2nd Jan 2026. Investor sentiment is weak as cash stocks keep falling. However, a fast-bullish phase in strong cash stocks may emerge anytime during 7-1-2026 to 16-2-2026.

Nile Ltd posted 40% higher Q2 EPS of Rs.39 and 61% higher EPS of Rs.88.7 in H1FY6, which may lead to FY26 EPS of 175+ in FY26. The expansion is expected to be completed by the end of Q3FY26.The share trades at a P/E of 9.1x is at a discount of 36% from its high of Rs.2798.

Cheviot (jute products leader) posted H1 EPS of Rs.74.6, which may lead to FY26 EPS of Rs.110 vs. Rs.98 on equity of Rs.5.84 cr. and reserves of Rs.585 cr. Share trades at a PE of 10.2x, making it attractive.

SEPC associated with the JARPL–AT Consortium for the Rampur Batura Opencast coal mine project (~Rs.3,300 cr) and secured a Rs.269.69 cr railway EPC sub-contract under the Ajmer–Chanderiya doubling project.

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Friday night cues were positive with Infosys ADR up 5.42%, Dow +183, S&P +60, Nasdaq +301 and GIFT Nifty +141, indicating a likely gap-up opening on Monday.

Alert: As per market grapevine, the US–India trade deal may not conclude till March 2026. Till then, it may be prudent to stay away from export-oriented companies, especially those with high US exposure, and focus only on select companies with strong H1 performance, optimistic H2 outlook and solid domestic demand.