Neo Wealth warns silver’s 2025 surge, driven by industrial demand, is vulnerable to sharp reversals. Heavy leverage, backwardation, and fickle investment flows could trigger liquidity shocks, pushing prices well below perceived support despite intact long-term fundamentals and historical crash precedents.

Across Indian households, there is typically one person who handles everything—investments, bills, demat account, UPI apps, bank logins. If that key family member dies without sharing the digital access trail, the family is stuck

European markets extended their rally on Thursday, buoyed by encouraging economic data and robust corporate earnings. Strong results from TSMC propelled ASML to record highs, while Swedbank and Richemont also saw significant gains. Positive economic indicators from Britain and Sweden further bolstered investor confidence, suggesting a resilient regional economy.

Missed income disclosures after the December deadline? The updated return offers a second chance—but only if it results in higher tax, and with penalties that rise sharply over time.

Sebi has agreed in principle to NSE’s settlement plea in the long-running unfair market access case, clearing a major hurdle for its long-awaited IPO. The government has also approved a 2.5% stake dilution. Regulatory clarity has revived investor interest, pushing NSE’s unlisted share prices higher ahead of a potential filing of draft papers by end-March.

Silver prices saw a significant drop on Thursday after nearing record highs. The pullback followed a strong rally, with traders booking profits. Analysts point to technical resistance and macroeconomic triggers for the reversal. While challenges remain for a consistent uptrend, the broader outlook for silver is constructive. Market watchers are observing its reaction in upcoming trading sessions.

Systematix Research expects healthy YoY momentum in the Indian speciality chemicals sector in Q3FY26, driven by volume growth and capex commercialisation. While margins face pressure in some segments, the brokerage has updated ratings and targets for midcap stocks across chemicals and textiles, with upside potential of up to 53%.

Reliance Industries is expected to report steady Q3 growth, driven by strong oil-to-chemicals margins and robust Jio performance, while retail and upstream oil & gas segments remain under pressure. Brokerages project mid-single digit revenue and profit growth, with digital and O2C earnings offsetting softer performance in other segments.

Metal stocks have gained up to 18% in 2026, lifting the Nifty Metal index to joint-best performer status. Rising silver prices, tight copper supply, policy support and capex momentum have driven gains in NALCO, Vedanta, Tata Steel and others.

Ahead of Budget 2026, India’s real estate sector is shifting focus to Tier-II cities and premium housing. Developers expect infrastructure-led growth, policy support, and tax incentives to boost demand, affordability, and investment. Tier-II hubs like Sonipat are emerging as key growth centres, while luxury segments seek fiscal maturity and ESG-aligned incentives.

Nomura retains a ‘Buy’ rating on Infosys with a target of Rs 1,810, despite a 2% YoY dip in Q3FY26 net profit. Revenue rose 9% YoY, large deals surged 94%, and the company raised FY26 growth guidance. Margins remain stable, with a strong focus on BFSI, EURS, and AI services.

Nomura retains a ‘Buy’ rating on Infosys with a target of Rs 1,810, despite a 2% YoY dip in Q3FY26 net profit. Revenue rose 9% YoY, large deals surged 94%, and the company raised FY26 growth guidance. Margins remain stable, with a strong focus on BFSI, EURS, and AI services.

Bitcoin reached an eight-week peak near $97,000. This surge followed easing inflation worries and positive regulatory news. Strong inflows into Bitcoin ETFs also boosted confidence. Major altcoins saw declines. The cryptocurrency market capitalization neared $3.25 trillion. Bitcoin and Ethereum showed resilience amid economic uncertainty. Institutional demand appears to be returning.

IT earnings remain under pressure as global demand stays weak, says analyst Anand Tandon. With markets still expensive, opportunities are selective in metals, PSU banks, capital goods and life insurance, while Budget tax relief looks unlikely. Here’s where investors may still find pockets of value amid earnings uncertainty and sectoral rotation.

Bharat Coking Coal IPO’s grey market premium remains near 60% despite a delay in listing due to a trading holiday. The issue saw massive investor interest, strong subscription levels, and sustained optimism ahead of the revised January 19 debut.

Fixed-income markets are back in focus ahead of Budget 2026 as investors track fiscal consolidation, stable sovereign yields and global rate volatility. Experts say disciplined deficit guidance, supportive monetary conditions and potential bond index inclusion could boost confidence in both government and corporate debt, driving renewed interest in bonds.

Six stocks witnessed massive mutual fund buying with over 1 crore shares added in December 2025, triggering rallies of up to 20% and signalling strong institutional confidence.

Although, overall coal dispatch decelerated in December primarily led by a lower offtake to the power sector.

Prestige Estates Projects Ltd reported a significant 39% increase in sales bookings to Rs 4183.6 crore in Q3 FY26, driven by strong housing property demand. The company achieved record-breaking sales of Rs 22,327.3 crore in the first nine months of the fiscal year, surpassing previous full-year peaks.

Wipro is expected to post muted Q3 performance, with revenue rising about 4% YoY and margins remaining under pressure due to furloughs, deal ramp-up costs and acquisition integration. Brokerages see flat profit growth and limited sequential momentum, while Q4 guidance and large deal conversions will be key investor focus areas.

US President Donald Trump said he has no immediate plans to remove Federal Reserve Chair Jerome Powell despite a Justice Department investigation into renovation cost overruns. The probe has intensified debate over central bank independence, drawing bipartisan criticism, even as Trump considers potential successors and defends a stronger presidential role in monetary policy.

NBFCs are set for their strongest earnings in nine quarters, with Motilal Oswal expecting robust Q3 growth led by steady AUM momentum, margin gains and controlled credit costs.

US economic activity showed broad-based stability in recent weeks, with most Federal Reserve districts reporting modest growth and steady employment, according to the latest Beige Book. Price pressures remained moderate, and markets expect the Fed to hold rates steady at its upcoming meeting as policymakers await clearer inflation trends.

Indian equity markets are experiencing a choppy phase, surprising investors despite intact fundamentals. Market veteran Dipan Mehta remains optimistic about the current earnings season, anticipating a potential rally beyond previous highs. He also favors wealth management firms over AMCs for financialization plays and sees a positive outlook for the IT sector driven by AI.

Donald Trump says he had been told the killings of protesters in Iran had been halted

Nomura has initiated coverage on United Spirits with a Buy rating, citing premiumisation tailwinds, easing regulatory environment and innovation-led expansion. The brokerage sees a developing upcycle and expects margin expansion, healthy earnings growth and valuation comfort.

Tech Mahindra is poised for steady revenue growth and improved profitability in the December quarter, driven by margin expansion and cost optimization. Brokerages anticipate a modest revenue increase of around 7% year-on-year, with profit after tax projected to surge approximately 40% YoY, outperforming many peers.

Indian stock markets experienced their worst start to a year in a decade, with nearly Rs 8 lakh crore in market capitalization wiped out. Foreign institutional investors have pulled out $2 billion amid anxieties over a delayed India-US tariff deal and the upcoming Union Budget. Analysts anticipate continued range-bound trading until policy clarity emerges.

YES Securities believes Indian equities are entering 2026 with a structural growth tailwind despite global uncertainty. The brokerage has identified five high-conviction Buy-rated stocks, citing strong balance sheets, improving business mix and sector-specific drivers, with potential upsides of up to 26% across auto components, financials and banking.

Neel Kashkari said the Trump administration’s actions against the Federal Reserve reflect monetary policy disagreements. He backed Jerome Powell after a Justice Department investigation, warning that political pressure threatens central bank independence. Despite escalating tensions, markets remain steady amid bipartisan support and expectations that the Supreme Court will recognise the Fed’s distinct status.

Indian stock exchanges observed a full trading holiday on Thursday, January 15, due to municipal elections in Maharashtra. Zerodha CEO Nithin Kamath criticized the closure, citing global market connectivity and poor planning. The debate intensified with Samir Arora questioning the consistency of such arguments, especially in light of markets opening on a Sunday for Budget Day.

Earlier, the company had planned to finalise allotment on January 14, initiate refunds on January 15 and list the stock on January 16.

Shadowfax IPO is in focus as investors track the latest grey market premium (GMP) and assess 10 key factors, including valuation, growth prospects and risks, ahead of the issue’s subscription window.

Silver prices have surged to record levels amid supply constraints, rising industrial demand, and supportive macro conditions. While analysts remain bullish, experts caution that breaching $100 in January may require a strong catalyst and could be accompanied by sharp volatility.

Crude oil prices remain volatile amid rising geopolitical risks across key regions. Analysts suggest oil is best used as a tactical hedge rather than a core investment, with energy equities offering more stable opportunities during uncertain global conditions.

Indian investors in 2026 are advised a layered approach to US equities amidst geopolitical uncertainty. Building a core with low-cost US ETFs and selectively adding high-conviction stocks balances diversification with opportunities in growth themes like AI, while managing risk effectively.

Indian investors in 2026 are advised a layered approach to US equities amidst geopolitical uncertainty. Building a core with low-cost US ETFs and selectively adding high-conviction stocks balances diversification with opportunities in growth themes like AI, while managing risk effectively.

Shares of forklift maker Toyota Industries reached a record high today. This surge followed an improved offer from Toyota Motor. Investors are trading above the new price, anticipating an even better deal. The initial proposal faced criticism for its unclear valuation. Toyota Motor raised its bid by 15% to 18,800 yen per share. The tender period is now open.

Hong Kong-listed shares of a major Chinese online travel agency plummeted after regulators launched an antitrust probe. The company is suspected of abusing its dominant market position. Analysts suggest this could impact sentiment but not necessarily its industry standing. Potential fines could reach hundreds of millions of dollars, and divestment is also a possibility.

Emerging markets are set for a long growth period. A weak dollar and global growth continue to support this trend. New opportunities are emerging in commodities like gold and copper. Countries like Venezuela and Saudi Arabia are opening up for investment. The AI boom is also creating demand for resources found in emerging markets, offering diverse investment potential.

Thursday brings Q3 earnings for 27 companies. Investors will focus on HDFC Life Insurance, Angel One, and Jio Financial Services. Key metrics to watch include demand conditions, margins, and future outlook. Brokerages anticipate steady growth for HDFC Life, while Angel One may see a mixed quarter due to regulatory shifts.

Gold prices eased on Thursday after reaching record highs. Investors took profits as U.S. President Donald Trump softened his stance on the Federal Reserve chair and Iran. This reduced demand for gold as a safe haven. Other precious metals like silver, platinum, and palladium also saw declines. Market participants are now awaiting U.S. jobless claims data for further economic clues.

The yen hovered near 18-month lows as traders anticipated intervention following strong warnings ahead of a Japanese election that could spur fiscal stimulus. Meanwhile, the dollar recovered from initial weakness after Federal Reserve Chair Powell addressed subpoena concerns, though worries about Fed independence persist amid positive U.S. economic data.

Oil prices dropped significantly as President Trump indicated a halt to killings in Iran, easing fears of military action and supply disruptions. Adding to the bearish sentiment, U.S. crude and gasoline inventories saw a sharp rise, while Venezuela resumed oil exports. These factors overshadowed positive demand forecasts from OPEC and strong Chinese import data.

U.S. stocks declined Wednesday, led by a drop in the Nasdaq and technology shares as investors sought defensive sectors. Bank stocks extended losses following mixed earnings and concerns over a proposed credit-card interest rate cap. The Russell 2000 and S&P 500 industrials, however, hit record highs.

Indian Stock Market Holiday Today: Both exchanges issued revised circulars confirming the trading holiday. The BSE clarified that equity derivatives contracts originally scheduled to expire on January 15, were revised to expire a day earlier, on January 14.

NSE Holiday Today 2026: Both exchanges issued revised circulars confirming the trading holiday. The BSE clarified that equity derivatives contracts originally scheduled to expire on January 15, were revised to expire a day earlier, on January 14.

Trading on MCX will be limited to the evening session on Wednesday, January 15. This is due to Municipal Corporation elections in Maharashtra. The Indian stock market will also be closed on this day. Both BSE and NSE have confirmed the trading holiday. Equity derivatives contracts expiring on January 15 will now expire a day earlier.

NSE Holiday Today 2026: Both exchanges issued revised circulars confirming the trading holiday. The BSE clarified that equity derivatives contracts originally scheduled to expire on January 15, were revised to expire a day earlier, on January 14.

Air India said in a statement that some flights where currently rerouting is not possible are being cancelled

The company said in a statement that some Air India flights where currently rerouting is not possible are being cancelled

Indian metal producers are seeing record stock prices. Commodity prices are rising due to global uncertainty and industrial demand. Gold and silver have seen significant gains. Copper prices are also at record highs. Analysts have mixed views, with some advising caution on overbought stocks while others expect the rally to continue.

Elara Capital forecasts the Nifty index to reach 30,000 by March 2027. This projection suggests a potential 17% increase from current levels. The brokerage anticipates an earnings rebound will fuel this surge. Elara favors the consumption sector, particularly premiumization themes in discretionary spending, auto, jewelry, beauty, personal care, and hotels. NBFCs, private banks, and oil marketing companies are also preferred.

Housing finance companies face a challenging December quarter with slower growth and squeezed margins due to aggressive bank competition. While large firms grapple with lower rates, affordable housing lenders are expected to maintain profitability by keeping their lending rates steady. Analysts anticipate stable asset quality despite some localized stress.

Second to none, or maybe two

Indian Overseas Bank and Punjab & Sind Bank are set to raise ₹4,000 crore and ₹3,000 crore respectively through qualified institutional placements this quarter. IOB has secured necessary approvals and is appointing merchant bankers, while Punjab & Sind Bank will hold an EGM on January 21 to consider its equity capital raise.

Coca-Cola is preparing to list its Indian bottling arm, Hindustan Coca-Cola Beverages (HCCB), through an IPO this summer to raise approximately $1 billion, at an expected valuation of nearly $10 billion. Kotak, HDFC Group, and Citibank have been tapped for the listing. Over a year ago, Coca-Cola sold 40% stake in Hindustan Coca-Cola Holdings Pvt Ltd, HCCB parent entity, to Jubilant Bhartia Group.

There are some financial steps that one needs to take to avoid unexpected taxes or penalties. The transition requires precise paperwork and liquidation of assets, among other things, to ensure a smooth transition

Infosys secured significant large deals in the December quarter, exceeding revenue expectations. A one-time impact from labor code changes affected profits. The company also increased its FY26 revenue growth forecast. This follows positive results from peers like TCS and HCL Tech. Clients are adopting new AI technology platforms. Infosys saw its headcount rise and attrition rates fall.

Overseas capital in Indian equities has shifted structurally, with US and European investors now dominating over traditional tax havens like Mauritius. Tighter tax norms and regulatory disclosures, including the principal purpose test and beneficial ownership rules, have reduced the appeal of Mauritius, leading to significant withdrawals from Indian equities in 2025.

In 2015 and 2025, the share of workers living in extreme poverty declined by only 3.1 percentage points, to 7.9%, compared with a decline of 15 percentage points in the previous decade

The pace of rise in bank profitability is likely to bottom out this fiscal year, and gradually improve in FY27 as funding pressures ease and net interest margins (NIMs) stabilise, the agency said in its outlook on the financial sector for FY27.

India is getting rid of an outdated dataset for measuring inflation

India must use its country-by-country approach to build resilience across the value chain

American shoppers spent more in November. Retail sales saw a 0.6 percent increase, beating forecasts. This rise signals a stronger start to the holiday shopping season than anticipated.

US bank stocks fell as investors digested mixed earnings from major lenders and concerns over a proposed credit card interest cap, which could pressure profitability, despite strong loan growth and optimism about longer-term lending momentum.

Infosys ADRs fell as December-quarter results showed modest profit decline and sharp margin pressure, offset by strong revenue growth and an upgraded FY26 guidance, reassuring investors despite cost headwinds, labour code impact and near-term seasonal softness in global IT markets.

Tech firm takes a ₹1,289 crore hit as one-time provisions to align with new labour codes

Copper prices hit a record on Wednesday ‍on persistent demand from speculative ​funds, but some investors were wary that the high prices would deter ⁠buying by industrial users.

‘The future of work’, meet the past and present of work

The World Economic Forum’s Global Risks Report said that, globally, the biggest risk in 2026 will be geoeconomic confrontation

Indian Overseas Bank posted a 56% year-on-year rise in Q3 profit driven by strong loan growth, higher net interest income and improved asset quality. Margins strengthened while the bank built a sizeable provision buffer ahead of upcoming credit loss norms.

Indian Overseas Bank and Punjab & Sind Bank plan to raise Rs 7,000 crore via qualified institutional placements to fund growth, meet Basel norms and reduce high government shareholding, even as IOB flags challenges in meeting minimum public shareholding norms by August.

ICICI Prudential AMC posted a robust December quarter with profit rising 45% year-on-year on operating leverage and fee growth. Strong inflows lifted assets under management, while the company announced a Rs 14.85 per share dividend for shareholders.

State-run Union Bank of India on Wednesday reported a 9.7 per cent increase in consolidated net profit for the December quarter at Rs 5,073 crore, helped by a sharp fall in provisions.

SAMCO Securities forecasts silver prices could surge to Rs 3.94 lakh per kg after a 25% rise in 2026, citing technical breakouts, supportive inflation data, easing rate hopes and tight global supply amid a broader commodity supercycle momentum continues strong.

You may consider making an advance medical directive, or a ‘living will’, in which you may communicate your wishes regarding your medical care in case you become critically ill.

HDB Financial Services reported its Q3 earnings on Wednesday with a 36% YoY jump in profit to Rs 644 crore, supported by a 22% rise in net interest income to Rs 2,285 crore.