Alembic Pharma operates in pharmsaceuticals, real estate, and power, trading at an attractive PE of 9. Market cap Rs.2,600 cr; 29% stake in Alembic Pharma valued at Rs.5,000 cr.
Alert: Indian markets are struggling to react to positive macro cues like strong GDP growth and a softer RBI stance because fresh equity supply is flooding the system. With India crossing 100 IPOs this year and nearly Rs.2 lakh cr. of new equity hitting the market, plus heavy stake sales by PE firms and promoters, the total supply may cross Rs.6 lakh cr. This “unrelenting supply” is overwhelming demand and capping market upside.
– Friday night global cues were weak: Dow -246, Nasdaq -399, S&P -74, GIFT Nifty -110, indicating a gap-down opening in Indian markets on Monday.
As per market veteran, stock market is not a gamble but a mathematical and disciplined art of trading. There is no place for hope or greed. Patience and understanding guide every move. Charts speak, history repeats and both boom and recession are opportunities. Others see risk; he sees openings. He avoids excitement in booms and fear in recessions. Loss does not distract him, and rules are never broken. This is not a one-day game but a lifelong art. He is not a slave to the market but a wise player who wins with knowledge, discipline and patience.
As per astrology view, key turning dates are 16th, 19th, 24th, 26th, 30th and 31st December 2025. A fast-bullish trend may emerge in strong cash stocks anytime between 7-1-2026 and 16-2-2026.
Welspun Corp posted Q2 EPS up 53% to Rs.16.7 and H1 EPS up 48% to Rs.30, which may lead to FY26 EPS of Rs.68+ vs Rs.45.9. Order book Rs.23,500 cr ensures strong revenue. Share trades at a P/E of 12.2x vs peer 33x.
NIFTY OUTLOOK: 25815.55 FII 595.78 cr DII 2700.36 cr
As discussed yesterday, market behaviour remained on the expected lines during the day. Continuing its downtrend, the Nifty opened near our level of 25770 (opened at 25764), slipped to our support of 25723 (day low of 25726.30), and bounced from there to 25902 (near our resistance of 25915). After respecting both sides of our levels, it closed near the previous close at 25815.55.
NIFTY OUTLOOK: 25818.55 FII 1171.71 cr DII 768.94 cr
As discussed yesterday, market behaviour remained on the expected lines during the day. The Nifty opened near our level of 25910 (opened at 25902.40), made a minor upside move, and then slipped to the day’s low of 25770.35, close to our support of 25761. On closing, it settled near our level of 25810, ending the day at 25818.55.
FIIs sold 1225 cr in Nifty futures and bought Rs.297.63 cr in Bank Nifty.
1. FIIs net long position is 8.10%
2. VIX is at 9.83 (-2.29%)
3. PCR is at 0.58
4. FIIs bought Rs.1171.70 cr in the cash segment and sold Rs.1508 cr in index futures and Rs.835 cr in stock futures.
5. Open interest position
NIFTY OUTLOOK: 25860.10 FII -2381.92 cr DII 1077.48 cr
As discussed yesterday, market behavior remained on the expected lines during the day, as aggravated selling pressure dragged the Nifty down to our support of 25830 (day’s low of 25834.35) after a decisive breakdown of 25977, with the day’s high at 25980.75.
FIIs sold Rs.992 cr in Bank Nifty and Rs.668.47 cr in Nifty futures.
1. FIIs net long position is at 9.05%
2. VIX is at 10.06 (-1.85%)
3. PCR is at 0.67
4. FIIs sold Rs.2381 cr in the cash segment and Rs.1767 cr in index futures
DIIs bought Rs.1077 cr in the cash segment
5. Open interest position
NIFTY OUTLOOK: 26027.30 FII -1468.32 cr DII 1792.25 cr
As discussed yesterday, market behaviour remained on the expected lines during the day. Nifty opened at 25930, near our level of 25945, slipped from there up to 25905 (i.e. near our support of 25893). Buyers then advanced prices to a day high of 26047 and finally closed at 26027.
India’s initial public offering (IPO) market is poised for another record-breaking year in 2026, with top investment banks forecasting robust fundraising and continued investor enthusiasm in the primary markets.
The Securities and Exchange Board of India (SEBI) has approved a wide-ranging set of regulatory changes aimed at enhancing transparency, cost-efficiency and investor protection in the capital markets, focusing particularly on mutual funds and IPO processes.
India’s primary market is gearing up for an exceptionally active 2026 IPO year, with a pipeline exceeding Rs. 2.5 lakh crore lined up as companies prepare to tap public markets in a continuation of the strong fundraising trend seen in 2024 and 2025.
Shares of Nephrocare Health Services Ltd, the parent of the NephroPlus dialysis services chain, made a strong debut on the stock exchanges on Wednesday, listing at a premium of around 6.9 % over their IPO price of ₹460 per share on the Bombay Stock Exchange (BSE).
Chinese artificial intelligence chip startup Biren Technology is planning to launch its initial public offering (IPO) on the Hong Kong Stock Exchange within the coming weeks, according to people familiar with the matter. The offering is expected to raise around $300 million, reflecting investor interest in China’s booming AI semiconductor market.
Corona Remedies, a pharmaceutical company, saw its shares list at a 38% premium over the IPO price on the National Stock Exchange (NSE). The strong listing reflects robust investor demand and market enthusiasm for pharmaceutical stocks amid ongoing healthcare needs.
Shares of State Bank of India (SBI) have seen some short-term profit booking after touching highs in November, leading to a mild pullback in recent trading.
Zerodha’s push into liquid ETFs is quietly reshaping the fixed-income landscape in India as investors seek higher-yield, cash-like instruments amid low savings rates and market volatility.
In the past month, defence-oriented equities and funds have shown signs of weakness, putting pressure on investor sentiment in what was one of the standout sectoral themes this year.
Engineering and construction giant Larsen & Toubro (L&T) has announced a fresh set of multi-crore contract wins in India, marking another strong wave of order inflows for its Buildings & Factories business vertical, the company said in a regulatory filing.
Vedanta Ltd, one of India’s largest natural resources conglomerates, has received approval from the National Company Law Tribunal (NCLT) for its long-awaited demerger plan, clearing a major regulatory hurdle that had delayed the restructuring for over two years and signalling a new phase in the company’s corporate evolution.
Global investment bank Morgan Stanley has projected that Reliance Industries Ltd (RIL) will see rating upgrades in each quarter of 2026, driven by the company’s diversified business performance and improving cash flows.
Gold and silver prices slipped on Friday as U.S. inflation data came in softer than expected, reducing bullion’s appeal as an inflation hedge, while a stronger U.S. dollar weighed on precious metals.
The oil sector today stands at a critical juncture, presenting attractive opportunities even as markets remain volatile. Falling international crude prices — with Brent slipping below $60 a barrel — have eased India’s import bill and bolstered profit margins for refiners and fuel retailers, creating a tailwind for the economy and energy companies.
The Indian rupee’s ongoing slide against major currencies is beginning to leave a mark on corporate India’s financial statements, raising fears of a return to the forex stresses last seen in 2008.
Gold and silver prices slipped on Thursday after recent strong gains, as traders and investors booked profits following rallies to multi-week and record highs.
Six major brokerages — Morgan Stanley, HSBC, Bank of America Securities, Nomura, Jefferies and ICICI Direct — have identified a group of 75 Indian stocks they believe are best positioned to lead the market in 2026 if macro conditions improve after a weak year for equities.
Prime Minister Narendra Modi has extended a formal invitation to Ethiopian Prime Minister Abiy Ahmed Ali to attend two major events that India will host in 2026: the AI Impact Summit in February and the BRICS Summit later in the year, the Ministry of External Affairs (MEA) said.
Alembic Pharma operates in pharmsaceuticals, real estate, and power, trading at an attractive PE of 9. Market cap Rs.2,600 cr; 29% stake in Alembic Pharma valued at Rs.5,000 cr.
Alert: Indian markets are struggling to react to positive macro cues like strong GDP growth and a softer RBI stance because fresh equity supply is flooding the system. With India crossing 100 IPOs this year and nearly Rs.2 lakh cr. of new equity hitting the market, plus heavy stake sales by PE firms and promoters, the total supply may cross Rs.6 lakh cr. This “unrelenting supply” is overwhelming demand and capping market upside.
– Friday night global cues were weak: Dow -246, Nasdaq -399, S&P -74, GIFT Nifty -110, indicating a gap-down opening in Indian markets on Monday.
As per market veteran, stock market is not a gamble but a mathematical and disciplined art of trading. There is no place for hope or greed. Patience and understanding guide every move. Charts speak, history repeats and both boom and recession are opportunities. Others see risk; he sees openings. He avoids excitement in booms and fear in recessions. Loss does not distract him, and rules are never broken. This is not a one-day game but a lifelong art. He is not a slave to the market but a wise player who wins with knowledge, discipline and patience.
As per astrology view, key turning dates are 16th, 19th, 24th, 26th, 30th and 31st December 2025. A fast-bullish trend may emerge in strong cash stocks anytime between 7-1-2026 and 16-2-2026.
Welspun Corp posted Q2 EPS up 53% to Rs.16.7 and H1 EPS up 48% to Rs.30, which may lead to FY26 EPS of Rs.68+ vs Rs.45.9. Order book Rs.23,500 cr ensures strong revenue. Share trades at a P/E of 12.2x vs peer 33x.
NIFTY OUTLOOK: 25815.55 FII 595.78 cr DII 2700.36 cr
As discussed yesterday, market behaviour remained on the expected lines during the day. Continuing its downtrend, the Nifty opened near our level of 25770 (opened at 25764), slipped to our support of 25723 (day low of 25726.30), and bounced from there to 25902 (near our resistance of 25915). After respecting both sides of our levels, it closed near the previous close at 25815.55.
NIFTY OUTLOOK: 25818.55 FII 1171.71 cr DII 768.94 cr
As discussed yesterday, market behaviour remained on the expected lines during the day. The Nifty opened near our level of 25910 (opened at 25902.40), made a minor upside move, and then slipped to the day’s low of 25770.35, close to our support of 25761. On closing, it settled near our level of 25810, ending the day at 25818.55.
FIIs sold 1225 cr in Nifty futures and bought Rs.297.63 cr in Bank Nifty.
1. FIIs net long position is 8.10%
2. VIX is at 9.83 (-2.29%)
3. PCR is at 0.58
4. FIIs bought Rs.1171.70 cr in the cash segment and sold Rs.1508 cr in index futures and Rs.835 cr in stock futures.
5. Open interest position
NIFTY OUTLOOK: 25860.10 FII -2381.92 cr DII 1077.48 cr
As discussed yesterday, market behavior remained on the expected lines during the day, as aggravated selling pressure dragged the Nifty down to our support of 25830 (day’s low of 25834.35) after a decisive breakdown of 25977, with the day’s high at 25980.75.
FIIs sold Rs.992 cr in Bank Nifty and Rs.668.47 cr in Nifty futures.
1. FIIs net long position is at 9.05%
2. VIX is at 10.06 (-1.85%)
3. PCR is at 0.67
4. FIIs sold Rs.2381 cr in the cash segment and Rs.1767 cr in index futures
DIIs bought Rs.1077 cr in the cash segment
5. Open interest position
NIFTY OUTLOOK: 26027.30 FII -1468.32 cr DII 1792.25 cr
As discussed yesterday, market behaviour remained on the expected lines during the day. Nifty opened at 25930, near our level of 25945, slipped from there up to 25905 (i.e. near our support of 25893). Buyers then advanced prices to a day high of 26047 and finally closed at 26027.
India’s initial public offering (IPO) market is poised for another record-breaking year in 2026, with top investment banks forecasting robust fundraising and continued investor enthusiasm in the primary markets.
The Securities and Exchange Board of India (SEBI) has approved a wide-ranging set of regulatory changes aimed at enhancing transparency, cost-efficiency and investor protection in the capital markets, focusing particularly on mutual funds and IPO processes.
India’s primary market is gearing up for an exceptionally active 2026 IPO year, with a pipeline exceeding Rs. 2.5 lakh crore lined up as companies prepare to tap public markets in a continuation of the strong fundraising trend seen in 2024 and 2025.
Shares of Nephrocare Health Services Ltd, the parent of the NephroPlus dialysis services chain, made a strong debut on the stock exchanges on Wednesday, listing at a premium of around 6.9 % over their IPO price of ₹460 per share on the Bombay Stock Exchange (BSE).
Chinese artificial intelligence chip startup Biren Technology is planning to launch its initial public offering (IPO) on the Hong Kong Stock Exchange within the coming weeks, according to people familiar with the matter. The offering is expected to raise around $300 million, reflecting investor interest in China’s booming AI semiconductor market.
Corona Remedies, a pharmaceutical company, saw its shares list at a 38% premium over the IPO price on the National Stock Exchange (NSE). The strong listing reflects robust investor demand and market enthusiasm for pharmaceutical stocks amid ongoing healthcare needs.
Shares of State Bank of India (SBI) have seen some short-term profit booking after touching highs in November, leading to a mild pullback in recent trading.
Zerodha’s push into liquid ETFs is quietly reshaping the fixed-income landscape in India as investors seek higher-yield, cash-like instruments amid low savings rates and market volatility.
In the past month, defence-oriented equities and funds have shown signs of weakness, putting pressure on investor sentiment in what was one of the standout sectoral themes this year.
Engineering and construction giant Larsen & Toubro (L&T) has announced a fresh set of multi-crore contract wins in India, marking another strong wave of order inflows for its Buildings & Factories business vertical, the company said in a regulatory filing.
Vedanta Ltd, one of India’s largest natural resources conglomerates, has received approval from the National Company Law Tribunal (NCLT) for its long-awaited demerger plan, clearing a major regulatory hurdle that had delayed the restructuring for over two years and signalling a new phase in the company’s corporate evolution.
Global investment bank Morgan Stanley has projected that Reliance Industries Ltd (RIL) will see rating upgrades in each quarter of 2026, driven by the company’s diversified business performance and improving cash flows.
Gold and silver prices slipped on Friday as U.S. inflation data came in softer than expected, reducing bullion’s appeal as an inflation hedge, while a stronger U.S. dollar weighed on precious metals.
The oil sector today stands at a critical juncture, presenting attractive opportunities even as markets remain volatile. Falling international crude prices — with Brent slipping below $60 a barrel — have eased India’s import bill and bolstered profit margins for refiners and fuel retailers, creating a tailwind for the economy and energy companies.
The Indian rupee’s ongoing slide against major currencies is beginning to leave a mark on corporate India’s financial statements, raising fears of a return to the forex stresses last seen in 2008.
Gold and silver prices slipped on Thursday after recent strong gains, as traders and investors booked profits following rallies to multi-week and record highs.
Six major brokerages — Morgan Stanley, HSBC, Bank of America Securities, Nomura, Jefferies and ICICI Direct — have identified a group of 75 Indian stocks they believe are best positioned to lead the market in 2026 if macro conditions improve after a weak year for equities.
Prime Minister Narendra Modi has extended a formal invitation to Ethiopian Prime Minister Abiy Ahmed Ali to attend two major events that India will host in 2026: the AI Impact Summit in February and the BRICS Summit later in the year, the Ministry of External Affairs (MEA) said.
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