Share Market News

GIFT Nifty:

GIFT Nifty February 2026 futures were up 30.00 points, suggesting a positive start for the Nifty 50 today.

Institutional Flows:

Foreign portfolio investors (FPIs) bought shares worth Rs 108.42 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 276.85 crore in the Indian equity market on 12 February 2026, provisional data showed.

The FIIs bought shares worth Rs 6,021.85 crore so far in February (till 12 February 2026). This follows their cash sales of Rs 38740.12 crore in January 2026 and Rs 34,349.62 crore in December.

Global Markets:

Asia-Pacific market traded mostly lower Friday, tracking Wall Street declines, as fears over artificial intelligence disruption drove the S&P 500 to a third straight day of losses.

Certain pockets of the U.S. stock market have been hit this year by the release of AI tools that threaten automating tasks performed by some companies — or at least risk eating into their profit margins.

Overnight on Wall Street, US stocks fell sharply Thursday as the market punished companies seen as potential losers from artificial-intelligence technology.

The S&P 500 fell 108.71 points to 6,832.76. The Dow Jones Industrial Average dropped 669.42 to 49,451.98, and the Nasdaq composite sank 469.32 to 22,597.15.

Domestic Market:

Benchmark indices closed sharply lower on Thursday, weighed down by intense selling in IT stocks amid rising concerns over AI-led disruption and an uncertain global environment. Weekly expiry-related volatility in BSE derivatives reinforced the risk-off mood.

Sentiment deteriorated further after stronger-than-expected US jobs data tempered hopes of near-term rate cuts. The Nifty regained the 25,800 mark after hitting an intraday low of 25,752.40 in late trade, with technology stocks at the forefront of the decline.

The S&P BSE Sensex declined 558.72 points or 0.66% to 83,674.92. The Nifty 50 index fell 146.65 points or 0.57% to 25,807.20.

GIFT Nifty:

GIFT Nifty February 2026 futures were down 1.50 points, suggesting a muted start for the Nifty 50 today.

Institutional Flows:

Foreign portfolio investors (FPIs) bought shares worth Rs 69.45 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 1,174.21 crore in the Indian equity market on 10 February 2026, provisional data showed.

The FIIs bought shares worth Rs 4,969.62 crore so far in February (till 10 February 2026). This follows their cash sales of Rs 38740.12 crore in January 2026 and Rs 34,349.62 crore in December.

Global Markets:

Asian market advanced on Thursday, led by Japan that extended its post-election rally to fresh highs, fueled by renewed confidence in domestic politics and the ruling administration’s economic agenda.

Japanese stocks have notched several fresh highs in recent days, fueled by the so-called “Takaichi trade,” following Prime Minister Sanae Takaichi’s landslide victory in the Lower House, said market watchers.

Media reports noted that Takaichi’s snap-election landslide gives her an unusually strong, multi-year mandate to execute policy, which they view as broadly supportive for Japan’s markets and corporate sector.

Overnight in the U.S., the Dow Jones Industrial Average snapped a three-day win streak after a better-than-expected January jobs report.

The blue-chip index lost 66.74 points, or 0.13%, and closed at 50,121.40. The S&P 500 was nearly flat at 6,941.47. The Nasdaq Composite dropped 0.16% to end at 23,066.47.

The Bureau of Labor Statistics’ January nonfarm payrolls report showed job growth of 130,000 in January. Media reports suggested that the job growth gains for January were estimated to be around 55,000. Jobs growth in December was downwardly revised to 48,000.

Strong labor market has reduced the odds for interest rate cuts by the Federal Reserve.

The jobs report follows weaker-than-expected consumer data released on Tuesday. That report showed that consumer spending in December was flat, missing the 0.4% monthly gain expected from economists polled by Dow Jones.

Domestic Market:

The key domestic indices ended almost flat on Wednesday, as gains in select sectors were offset by caution ahead of global triggers. The market opened on a positive note, with the Nifty reclaiming the 26,000 mark in early trade.

However, momentum faded as the session progressed, and the index moved in a narrow range for the remainder of the day as investors refrained from aggressive bets ahead of Wednesday’s US jobs report.

The Nifty eventually settled above the 25,950 mark. Sectorally, auto, PSU bank and pharma stocks witnessed buying interest, while IT and private bank shares came under pressure.

The S&P BSE Sensex declined 40.28 points or 0.05% to 84,233.64. The Nifty 50 index rose 18.70 points or 0.07% to 25,953.85.

GIFT Nifty:

GIFT Nifty February 2026 futures were up 20.50 points, suggesting a positive start for the Nifty 50 today.

Institutional Flows:

Foreign portfolio investors (FPIs) bought shares worth Rs 69.45 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 1,174.21 crore in the Indian equity market on 10 February 2026, provisional data showed.

The FIIs bought shares worth Rs 4,969.62 crore so far in February (till 10 February 2026). This follows their cash sales of Rs 38740.12 crore in January 2026 and Rs 34,349.62 crore in December.

Global Markets:

Asia market traded mostly higher Wednesday, continuing their rally despite AI fears and weak economic data spooking U.S. investors.

The U.S. December retail sales report showed that consumer spending was flat, missing the 0.4% monthly gain that was widely expected.

In Asia, investors are assessing the latest data coming out from China.

The country’s consumer price index rose 0.2% in January from a year earlier, China’s National Bureau of Statistics data showed Wednesday. That’s below the widely reported forecast of 0.4% increase, a sign of continued deflationary pressure in the absence of stronger stimulus.

Overnight in the U.S., the S&P 500 slipped on Tuesday as investors reacted to weaker-than-expected retail sales data and grew concerned about the threat artificial intelligence poses to the financial sector.

The broad-based index lost 0.33% and ended at 6,941.81, while the Nasdaq Composite slipped 0.59% and closed at 23,102.47. The Dow Jones Industrial Average rose 52.27 points, or 0.10%, posting a closing record of 50,188.14.

Financial stocks also took a hit Tuesday after tech platform Altruist launched a new AI-powered tax planning tool. Shares of LPL Financial declined 8.3%, while shares of Charles Schwab dropped 7.4% and Morgan Stanley dipped more than 2%.

Investors await the release of big jobs report due on Wednesday, and the consumer price index data on Friday.

Domestic Market:

The key equity benchmarks closed with moderate gains, extending their winning streak to a third straight session. Sentiment was supported by foreign institutional investor buying, positive global cues and optimism around the India-US interim trade deal.

The Nifty ended above the 25,900 mark, led by strength in auto stocks. After a positive start, the market failed to sustain higher levels. Trading turned range-bound for most of the session, with the Nifty facing stiff resistance near the 26,000 level.

The S&P BSE Sensex, jumped 208.17 points or 0.25% to 84,273.92. The Nifty 50 index rallied 67.85 points or 0.26% to 25,935.15. In the three consecutive trading sessions, Sensex and Nifty jumped 1.15% and 1.14%, respectively.

GIFT Nifty:

GIFT Nifty February 2026 futures were up 11.00 points, suggesting a flat start for the Nifty 50 today.

Institutional Flows:

Foreign portfolio investors (FPIs) bought shares worth Rs 2,254.64 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 4.15 crore in the Indian equity market on 09 February 2026, provisional data showed.

The FIIs bought shares worth Rs 4,900.17 crore so far in February (till 09 February 2026). This follows their cash sales of Rs 38740.12 crore in January 2026 and Rs 34,349.62 crore in December.

Global Markets:

Asian market advanced on Tuesday as Japan’s Nikkei 225 continued its post-election rally and reached new highs.

The Japanese market continues to ride the "Takaichi trade” in the wake of Prime Minister Sanae Takaichi’s landslide victory in the Lower House.

Overnight in the U.S., the S&P 500 rose on Monday, boosted by technology stocks, while the Dow Jones Industrial Average reached new heights as investors awaited critical economic data and another batch of earnings reports.

The broad-based index advanced for a second straight day, rising 0.47% and ending at 6,964.82. The blue-chip Dow eked out a 20.20-point gain, or 0.04%, and settled at 50,135.87. The Nasdaq Composite jumped 0.9%, closing at 23,238.67.

Investors will also be watching for the delayed January jobs report from the Bureau of Labor Statistics, which is due out Wednesday. The release was initially scheduled for last Friday but was postponed due to the partial government shutdown. It also comes after ADP reported last week that private payrolls increased by a mere 22,000 in January.

The January consumer price index reading — which was also delayed by the shutdown — is due out Friday, with the consensus looking for a 2.5% annual rate.

Domestic Market:

The key equity benchmarks closed sharply higher on Tuesday, extending their winning streak to a second straight session as risk appetite strengthened. Fresh foreign inflows, optimism around the recently concluded India-US trade agreement and supportive Asian market cues powered the rally, while sentiment received an added lift from key agreements signed between India and Malaysia. The Nifty 50 climbed above the 25,850 mark, led by strong buying in consumer durables and PSU banking stocks.

The S&P BSE Sensex jumped 485.35 points or 0.58% to 84,065.75. The Nifty 50 index rallied 173.60 points or 0.68% to 25,867.30. In the two consecutive trading sessions, Sensex and Nifty jumped 0.90% and 0.88%, respectively.

GIFT Nifty:

GIFT Nifty February 2026 futures were up 32.50 points, suggesting a positive start for the Nifty 50 today.

Institutional Flows:

Foreign portfolio investors (FPIs) bought shares worth Rs 1,950.77 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 1,265.06 crore in the Indian equity market on 06 February 2026, provisional data showed.

The FIIs bought shares worth Rs 2,645.53 so far in February (till 06 February 2026). This follows their cash sales of Rs 38740.12 in January 2026 and Rs 34,349.62 crore in December.

Global Markets:

Asian markets trended higher on Monday, led by a surge in Japanese stocks following Prime Minister Sanae Takaichi’s historic landslide election victory.

The ruling Liberal Democratic Party captured a two-thirds supermajority in the 465-seat lower house, public broadcaster NHK reported.

A decisive win for Takaichi could be the “best outcome” for markets over the medium term, as strategic investments and tax reform bolster equities, said Sree Kochugovindan, media report said.

Japanese stocks have hit several highs over the past few months, driven by the so-called 'Takaichi trade' as markets expect the prime minister’s economic policies — seen as growth‑focused continuation of Abenomics — to boost equities, while weakening the yen as she pushes for a looser monetary policy and higher government spending.

U.S. President Donald Trump congratulated Takaichi on her victory in a TruthSocial post.

Last Friday in the U.S., stocks surged as tech names recovered following several days of heavy selling in the sector and bitcoin rebounded following a rout that took the popular cryptocurrency down more than 50% from its high in October last year.

The Dow Jones Industrial Average advanced 1,206.95 points, or 2.47%, closing at 50,115.67. Friday marked the first time the Dow exceeded the 50,000 level. The S&P 500 jumped 1.97% and ended at 6,932.30, while the Nasdaq Composite advanced 2.18% to 23,031.21. With those moves, the S&P 500 climbed back into the green for 2026.

Even with Friday’s rise, the S&P 500 posted a 0.1% decline for the week, while the Nasdaq fell 1.8% on the week. The 30-stock Dow rose 2.5% week to date, benefiting from some rotation into some economically cyclical stocks even as the overall market was weighed down by tech selling.

Domestic Market:

The key equity benchmarks closed deep in the red on Thursday, breaking a three-day winning streak as investors locked in profits at stretched valuations. The rally, fuelled by optimism around the India-US trade deal, ran into selling as caution crept in ahead of the Reserve Bank of India’s monetary policy decision due on Friday.

Weakness was not limited to frontline stocks, with the broader market also sliding under pressure. The Nifty 50 slipped below the 25,650 mark, dragged down by sharp losses in metal, consumer durables and auto stocks.

The S&P BSE Sensex slumped 503.76 points or 0.60% to 83,313.93. The Nifty 50 index fell 133.20 points or 0.52% to 25,642.80. Over the past three consecutive trading sessions, the Sensex advanced 3.20%, while the Nifty gained 3.29%.

GIFT Nifty:

GIFT Nifty February 2026 futures were down 18.50 points, suggesting a muted start for the Nifty 50 today.

The Reserve Bank's rate-setting panel had started its three-day meeting for the next bi-monthly monetary policy on Wednesday. The decision of RBI Governor Sanjay Malhotra-headed six-member Monetary Policy Committee (MPC) will be announced today.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 2,150.51 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 1,129.82 crore in the Indian equity market on 05 February 2026, provisional data showed.

The FIIs bought shares worth Rs 694.76 so far in February (till 05 February 2026). This follows their cash sales of Rs 38740.12 in January 2026 and Rs 34,349.62 crore in December.

Global Markets:

Asian market edged lower as South Korea led the losses on Friday, following the tech-driven sell off on Wall Street.

South Korea’s market, which is heavily weighted in favor of companies in the chip and automotive industries, have seen sharp swings in the past week as sentiment over tech stocks sours.

Pharmaceutical stocks in Japan also slumped on Friday, after U.S. President Donald Trump unveiled his website offering discounted prescription medicines.

On the commodities front, spot silver prices continued their decline, falling 1.63% after crashing about 13% on Thursday.

Overnight in the U.S., the Dow Jones Industrial Average shed 1.20%, while the S&P 500 lost 1.23%, pushing it into negative territory for the year. The tech-heavy Nasdaq Composite posted the biggest decline, dropping 1.59%.

Tech giant Alphabet came under pressure after reporting fourth-quarter results and flagging a sharp rise in artificial intelligence spending, with capital expenditure totaling $185 billion for 2026.

Qualcomm slid more than 8% after posting a weaker forecast because of a global memory shortage.

Domestic Market:

The key equity benchmarks closed deep in the red on Thursday, breaking a three-day winning streak as investors locked in profits at stretched valuations. The rally, fuelled by optimism around the India-US trade deal, ran into selling as caution crept in ahead of the Reserve Bank of India’s monetary policy decision due on Friday.

Weakness was not limited to frontline stocks, with the broader market also sliding under pressure. The Nifty 50 slipped below the 25,650 mark, dragged down by sharp losses in metal, consumer durables and auto stocks.

The S&P BSE Sensex slumped 503.76 points or 0.60% to 83,313.93. The Nifty 50 index fell 133.20 points or 0.52% to 25,642.80. Over the past three consecutive trading sessions, the Sensex advanced 3.20%, while the Nifty gained 3.29%.

GIFT Nifty:

GIFT Nifty February 2026 futures were down 44.50 points, suggesting a red start for the Nifty 50 today.

The Reserve Bank's rate-setting panel has started its three-day meeting for the next bi-monthly monetary policy on Wednesday. The decision of RBI Governor Sanjay Malhotra-headed six-member Monetary Policy Committee (MPC) will be announced on Friday.

Institutional Flows:

Foreign portfolio investors (FPIs) bought shares worth Rs 29.79 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 249.54 crore in the Indian equity market on 04 February 2026, provisional data showed.

The FIIs bought shares worth Rs 2,815.48 so far in February (till 03 February 2026). This follows their cash sales of Rs 38740.12 in January 2026 and Rs 34,349.62 crore in December.

Global Markets:

Asia market mostly fell Thursday as the tech sell-off on Wall Street gained momentum, with cryptocurrencies also falling.

Bitcoin declined more than 3%, hovering just above the $73,000 level, after falling below that mark earlier.

Overnight on Wall Street, the S&P 500 fell on Wednesday as the sell-off in technology stocks intensified.

The broad market index slid 0.51% and closed at 6,882.72, while the Dow Jones Industrial Average added 260.31 points, or 0.53%, and settled at 49,501.30. The Nasdaq Composite dropped 1.51% to end at 22,904.58.

Meanwhile, ADP on Wednesday released its monthly look at private payroll growth for January, which showed an increase of just 22,000 on the month. That’s below the gain of 45,000 jobs that was forecasted and widely reported in the media.

Domestic Market:

The key equity benchmarks eked out modest gains on Wednesday , extending their rally to a third straight session. Sentiment remained supported by the landmark India-US trade agreement, which helped ease external uncertainty.

Gains, however, were capped as rising geopolitical tensions between the US and Iran kept risk appetite in check. The Nifty 50 closed above the 25,750 level, led by buying in consumer durables, energy and auto stocks, while IT shares lagged amid a global technology selloff.

The S&P BSE Sensex added 78.56 points or 0.09% to 83,817.69. The Nifty 50 index rose 48.45 points or 0.19% to 25,776. In three consecutive trading sessions, the Sensex added 3.83% while the Nifty jumped 3.82%.

GIFT Nifty:

GIFT Nifty February 2026 futures were up 5.50 points, suggesting a flat start for the Nifty 50 today.

The Reserve Bank's rate-setting panel will start its three-day meting for the next bi-monthly monetary policy on Wednesday in the backdrop of growth-focused Union Budget, low inflation and more recently the long-awaited India-US trade deal ending prolonged uncertainty on the external front.

The decision of RBI Governor Sanjay Malhotra-headed six-member Monetary Policy Committee (MPC) will be announced on Friday.

Institutional Flows:

Foreign portfolio investors (FPIs) bought shares worth Rs 5,236.28 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 1,014.24 crore in the Indian equity market on 03 February 2026, provisional data showed.

The FIIs bought shares worth Rs 2,815.48 so far in February (till 03 February 2026). This follows their cash sales of Rs 38740.12 in January 2026 and Rs 34,349.62 crore in December.

Global Markets:

Asia market mostly fell Wednesday, tracking Wall Street losses after a sell-off in U.S. technology stocks weighed on sentiment.

Overnight in the U.S., the S&P 500 pulled back as investors dumped technology stocks and moved into shares more broadly linked to improvements in the economy.

The broad market index fell 0.84% and closed at 6,917.81. The Dow Jones Industrial Average dipped 166.67 points, or 0.34%, to end at 49,240.99. Earlier, the 30-stock index rose as much as 0.5% to touch 49,653.13, a new record. The Nasdaq Composite shed 1.43%, settling at 23,255.19.

Domestic Market:

The key equity benchmarks ended sharply higher on Tuesday, rising for a second straight session on strong buying interest. Sentiment improved after India and the United States announced a long-awaited trade deal, easing tariff worries that had clouded markets for months.

Supportive global cues and softer crude oil prices added to the momentum. The Nifty closed above the 25,700 mark. All NSE sectoral indices finished in positive territory, led by realty, pharma and consumer durables stocks.

The S&P BSE Sensex zoomed 2,072.67 points or 2.54% to 83,739.13. The Nifty 50 index added 639.15 points or 2.55% to 25,727.55. In two consecutive trading sessions, the Sensex added 3.74% while the Nifty gained 3.63%.

GIFT Nifty:

GIFT Nifty February 2026 futures were up 298.50 points, suggesting a strong start for the Nifty 50 today.

India and the U.S. reached a major trade deal on Monday, with Washington cutting tariffs on Indian goods to 18% from 25% and scrapping the additional 25% penalty linked to India’s purchases of Russian oil. Trump said India would reduce tariffs and non-tariff barriers on U.S. goods to zero and stop buying Russian crude, signalling a thaw in bilateral ties after months of tension. The deal boosts momentum toward a long-term trade target of $500 billion by 2030, lifts sentiment for Indian equities and the rupee, and is expected to benefit export-heavy sectors such as textiles, apparel and seafood.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 1,832.46 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 2,446.33 crore in the Indian equity market on 2 February 2026, provisional data showed.

The FIIs bought shares worth Rs 1856.34 so far in February (till 2 February 2026). This follows their cash sales of Rs 38740.12 in January 2026 and Rs 34,349.62 crore in December.

Global Markets:

Most Asian indices rose on Tuesday after the U.S. and India trade deal, sparking a sharp risk-on move across the region.

Japan's Nikkei 225 jumped nearly 3% and the Topix rose over 2%. South Korea’s Kospi surged about 5%, triggering a buy-side trading curb.

U.S. stocks climbed overnight as Wall Street kicked off the new month on a positive note, with investors looking past recent volatility in silver and bitcoin and turning their focus to the upcoming earnings slate. The Dow Jones Industrial Average rose 1.05%, the S&P 500 gained 0.54%, and the Nasdaq Composite added 0.56%.

Markets are also tracking key economic signals and cues from the Federal Reserve on interest rates, even as efforts continue in Washington to avert a partial government shutdown. Data releases have been disrupted, with the U.S. Bureau of Labor Statistics postponing the January jobs report and other labour data until federal operations resume.

Domestic Market:

Equity benchmarks staged a sharp comeback on Monday, breaking a two-session slide as investors weighed the union budget's implications for market sentiment and capital flows. Buying momentum returned despite proposals to raise securities transaction taxes on derivatives and the absence of fresh steps to lure foreign capital. The Nifty reclaimed territory above the 25,050 mark, powered by firm gains in auto, energy and metal stocks.

The S&P BSE Sensex zoomed 943.52 points or 1.17% to 81,666.46. The Nifty 50 index jumped 262.95 points or 1.06% to 25,088.40. In the past two consecutive trading sessions, the Sensex declined 0.73% while the Nifty fell 0.91%.

GIFT Nifty:

GIFT Nifty February 2026 futures were up 10 points, suggesting a mildly positive start for the Nifty 50 today.

Brent crude prices slid more than 3% on Monday after US President Donald Trump said over the weekend that Iran was “seriously talking” with Washington, a signal of easing tensions with the OPEC member. The comments tempered fears of a potential military strike that had earlier pushed oil prices to multi-month highs.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 588.34 crore, while domestic institutional investors (DIIs) were net sellers to the tune of Rs 682.73 crore in the Indian equity market on 1 February 2026, provisional data showed.

The FIIs sold shares worth Rs 38740.12 in January. This follows their cash sales of Rs 34,349.62 crore in December and Rs 17,500.31 crore in November.

Global Markets:

The US Dow Jones index futures is currently down by 190 points, signaling a weak opening for US stocks today.

Asian equities slipped on Monday as investors digested fresh private data on China’s factory activity for January, while gold continued to slide after last week’s drop.

China’s manufacturing momentum picked up pace in January, a private survey released on Monday showed, with producers ramping up output and shipping goods ahead of the long Lunar New Year break.

The RatingDog China General Manufacturing PMI, compiled by S&P Global, edged up to 50.3 in January from 50.1 in December. Since readings above 50 signal expansion and those below indicate contraction, the latest print points to a modest improvement. It was also the strongest showing since October, when the index stood at 50.6.

Over in the US, stocks ended lower on Friday as technology shares stayed under pressure, even as markets broadly welcomed President Donald Trump’s choice of Kevin Warsh as the next Federal Reserve chair. Despite the late-month wobble and choppy trading through January, the S&P 500 still managed to close the month in positive territory. On Friday, the index slipped 0.43% for its third straight decline, the Dow Jones Industrial Average fell 0.36%, and the Nasdaq Composite lagged with a sharper 0.94% drop.

Warsh’s nomination helped calm nerves around the Fed’s independence, given his past experience as a central bank governor and his firm views on inflation. While he is expected to favour lower interest rates in the near term, in line with Trump’s preferences, markets see him as someone likely to retain policy credibility rather than simply take cues from the White House.

Domestic Market:

The benchmark equity indices witnessed a sharp sell-off during the special trading session on Sunday following the presentation of the Union Budget 2026 by Finance Minister Nirmala Sitharaman. While the speech remained broadly market-friendly at the macro level—maintaining the fiscal deficit glide path at 4.4% in FY26 and 4.3% in FY27, raising capital expenditure to around Rs 12.2 lakh crore, and reiterating a declining debt-to-GDP trajectory—the positives were overshadowed by a key negative for markets.

The sharp increase in Securities Transaction Tax on derivatives emerged as the primary trigger for the sell-off. STT on futures was raised from 0.02% to 0.05%, while the levy on options was increased to 0.15%. The move sparked aggressive unwinding in stocks linked to capital market sector, with brokerages, exchanges and other high-beta F&O counters bearing the brunt of the selling during the single special session.

The S&P BSE Sensex tumbled 1,546 points or 1.88% to 80,722.94. The Nifty 50 index dropped 495.20 points or 1.96% to 24,825.45.

GIFT Nifty:

GIFT Nifty February 2026 futures were up 16.00 points, suggesting a positive start for the Nifty 50 today.

Investors are gearing up for the release of the Union Budget 2026-27 today. Apart from sectoral announcements, all eyes would be on the growth projections and the fiscal deficit numbers that would be laid out by the Central Government today.

Institutional Flows:

Foreign portfolio investors (FPIs) had bought shares worth Rs 2,251.37 crore, while domestic institutional investors (DIIs) were net sellers to the tune of Rs 601.03 crore in the Indian equity market on 29 January 2026, provisional data showed.

The FIIs had sold shares worth Rs 41,435.22 in January. This follows their cash sales of Rs 34,349.62 crore in December and Rs 17,500.31 crore in November.

Global Markets:

On Friday, stocks witnessed some profit taking, with technology shares remaining in a funk, even as investors largely approved of President Donald Trump’s pick of Kevin Warsh to lead the Federal Reserve.

The S&P 500 fell 0.43% to finish at 6,939.03, its third straight down day. The Dow Jones Industrial Average pulled back 179 points, or 0.36%, to settle at 48,892.47. The tech-heavy Nasdaq Composite underperformed, dropping 0.94%, to end the day at 23,461.82. All three indexes fell more than 1% at session lows.

Spot gold and silver dropped around around 9% and 28%, respectively. Over the past year, gold and silver futures have soared about 67% and 142%, respectively.

Warsh’s selection was likely to ease concern about Fed independence because of his experience as a Fed governor and strong stance at times against inflation. While he is likely to push for lower rates in short term as Trump wants, the financial markets view him as someone who wouldn’t always follow the president’s direction and maintain credibility for monetary policy.

Domestic Market:

The benchmark equity indices Sensex and Nifty slipped on Friday, snapping a three-day rally, as weak global cues and caution ahead of the Union Budget on February 1 weighed on sentiment. Fresh foreign fund outflows added to the pressure.

Investors also remained watchful of rupee movements, ongoing Q3 earnings and geopolitical developments. Reflecting the cautious mood, the Nifty closed below the 25,350 level, dragged down by losses in metal, IT and private banking stocks.

The S&P BSE Sensex declined 296.59 points or 0.36% to 82,269.78. The Nifty 50 index lost 98.25 points or 0.39% to 25,320.65. In the past three consecutive trading session, the Sensex and Nifty jumped 1.26% and 1.48%, respectively.

GIFT Nifty:

GIFT Nifty February 2026 futures were down 93.50 points, suggesting a negative start for the Nifty 50 today.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 393.97 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 2,638.76 crore in the Indian equity market on 29 January 2026, provisional data showed.

The FIIs had sold shares worth Rs 43,686.59 so far in January. This follows their cash sales of Rs 34,349.62 crore in December and Rs 17,500.31 crore in November.

Global Markets:

Asia market traded mixed on Friday after U.S. President Donald Trump said that he will announce his choice for the next Federal Reserve chair on Friday.

Speaking at the premiere of Melania, a film about first lady Melania Trump, he said the five-month search to replace current chair Jerome Powell was nearing its conclusion.

The process for selecting Powell’s replacement began in September with an 11-candidate field that included past and current Fed officials, economists, and Wall Street investment professionals.

Trump also endorsed a Senate deal to fund the vast majority of the federal government through the remainder of the fiscal year, easing near-term political uncertainty for investors.

Senators clinched a deal with just over a day until a partial government shutdown. They agreed to remove funding for the Department of Homeland Security from the package and pass the other five bills, while DHS will be funded by a stopgap.

Overnight in the U.S., the S&P 500 index slipped 0.13% to close at 6,969.01, while the Nasdaq Composite declined 0.72% to end at 23,685.12. The Dow Jones Industrial Average advanced 0.11%, or 55.96 points, and settled at 49,071.56.

Domestic Market:

Domestic equity benchmarks closed with modest gains on Thursday, rising for the third straight session, as bargain buying and supportive economic signals helped offset expiry-led volatility. Both the Sensex and the Nifty bounced back sharply from intraday lows to finish higher on the Sensex monthly F&O expiry day.

Sentiment was buoyed by the Economic Survey’s FY27 growth outlook of 6.8%-7.2% and by foreign institutional investors turning buyers on Wednesday after a 15-session selling streak. With investor attention squarely on the Union Budget 2026 due on February 1, the Nifty ended above the 25,400 level, supported by strength in metal and private banking stocks.

The S&P BSE Sensex jumped 221.69 points or 0.27% to 82,566.37. The Nifty 50 index added 76.15 points or 0.30% to 25,418.90. In three consecutive trading sessions, the Sensex added 1.26% while the Nifty rose 1.48%.

GIFT Nifty:

GIFT Nifty January 2026 futures were down 17.50 points, suggesting a negative start for the Nifty 50 today.

The Federal Reserve on Wednesday voted to keep its key interest rate in a range between 3.5%-3.75%. The decision put a halt to three consecutive quarter percentage point reductions, billed as maintenance moves to guard against potential downturns in the labor market.

In voting to hold the line, the committee raised its assessment of economic growth. It also eased its concerns about the labor market as compared with inflation.

Meanwhile, India’s industrial production rose to a 26-month high of 7.8% in December, up from 7.2% in November, according to data released by the government on January 28.

The sharp pickup was driven by a broad-based acceleration across manufacturing, capital goods and infrastructure-linked segments, signalling resilient momentum at the end of the calendar year.

Institutional Flows:

Foreign portfolio investors (FPIs) bought shares worth Rs 480.26 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 3,360.59 crore in the Indian equity market on 28 January 2026, provisional data showed.

The FIIs had sold shares worth Rs 43,292.62 so far in January. This follows their cash sales of Rs 34,349.62 crore in December and Rs 17,500.31 crore in November.

Global Markets:

Asia market mostly traded lower on Thursday after the U.S. Federal Reserve overnight kept its benchmark rate steady at a target range of 3.5% to 3.75%.

Investors will be keeping an eye on developments in Indonesia after the benchmark Jakarta Composite plunged over 8% on Wednesday after index provider MSCI had issued a statement warning of a potential downgrade of the country to frontier-market status.

Meanwhile, Singapore’s central bank left its monetary policy unchanged Thursday, while warning of upside risks to inflation and demand as the city-state’s economic outlook stays resilient. The country’s benchmark Straits Times Index inched 0.19% higher.

Overnight in the U.S., the S&P 500 reached a milestone level, hitting 7,000 for the first time, before pulling back as the Federal Reserve left interest rates unchanged and upped its economic growth assessment.

The broad market index ended the day down 0.01% at 6,978.03. Earlier, the S&P 500 was up 0.3% on the day, hitting an all-time intraday high of 7,002.28.

The Dow Jones Industrial Average added 0.02% to close at 49,015.60. The Nasdaq Composite outperformed and gained 0.17%, settling at 23,857.45.

Domestic Market:

The key equity benchmarks ended higher for a second straight session on Wednesday, as improved risk appetite lifted sentiment. Optimism around the conclusion of the India-EU free trade agreement and supportive global cues underpinned the rally.

Meanwhile, a stable rupee and steady crude oil prices added comfort for investors. The Nifty closed above the 25,300 mark led by firmness in energy and metal shares.

The S&P BSE Sensex advanced 487.20 points, or 0.60%, to 82,344.68, while the Nifty 50 gained 167.35 points, or 0.66%, to settle at 25,342.75. Over the past two sessions, the Sensex has risen 0.99% and the Nifty has climbed 1.17%.

GIFT Nifty:

GIFT Nifty January 2026 futures were down 19.00 points, suggesting a negative start for the Nifty 50 today.

Today, the industrial production data for the month of December 2025 would be announced. The industrial production in India grew 6.7% from the previous year in November of 2025, accelerating from the upwardly revised 0.5% increase in the previous month, to mark the sharpest pace of expansion since October of 2023.

The US Federal Reserve has will commence its monetary policy meet today and will announce the outcome of this meet tomorrow.

The Federal Reserve had reduced the federal funds rate by 25 basis points at the December meeting. It had also announced its plans to begin purchasing shorter-term Treasury securities. This marked the third rate cut of the year 2025, following two 25-basis-point moves in September and October.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 3,068.49 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 8,999.71 crore in the Indian equity market on 27 January 2026, provisional data showed.

The FIIs had sold shares worth Rs 43,772.88 so far in January. This follows their cash sales of Rs 34,349.62 crore in December and Rs 17,500.31 crore in November.

Global Markets:

Asia-Pacific markets were mixed Wednesday, breaking ranks with Wall Street after the S&P 500 closed at a record high.

Meanwhile, Australia saw its headline inflation come in at 3.6% for the last quarter of 2025, its highest level of inflation in six quarters.

Overnight in the U.S., the Nasdaq Composite climbed 0.91%, while the Dow Jones Industrial Average broke ranks, losing 408.99 points, or 0.83%, and settling at 49,003.4.

The S&P 500 futures were near the flatline ahead of the Federal Reserve’s interest rate decision and earnings reports from major tech companies.

The central bank is widely expected to keep its benchmark interest rate steady at a target range of 3.5% to 3.75%, but traders will be seeking hints on longer-term changes to monetary policy.

Domestic Market:

The key equity benchmarks ended modestly higher in a volatile session, supported by improving risk appetite. Sentiment was lifted by optimism around the India-European Union free trade agreement and expectations of a potential easing of US tariff measures related to India’s imports of Russian oil.

The rupee rebounded from record lows, providing additional support to domestic equities, while firm global market cues aided sentiment. Investors also took note of remarks at Davos by US Treasury Secretary Scott Bessent, who indicated that the additional 25% tariffs on India could be withdrawn amid reduced Indian purchases of Russian oil.

Separately, liquidity support from the Reserve Bank of India boosted confidence after the central bank announced measures to inject funds into the banking system. The Nifty closed above the 25,150 level, led by gains in metal and banking stocks.

The S&P BSE Sensex jumped 319.78 points or 0.39% to 81,857.48. The Nifty 50 index added 126.75 points or 0.51% to 25,175.40.

GIFT Nifty:

GIFT Nifty January 2026 futures were up 76.50 points, suggesting a strong start for the Nifty 50 today.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 4,113.38 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 4,102.56 crore in the Indian equity market on 23 January 2026, provisional data showed.

The FIIs had sold shares worth Rs 40,704.39 so far in January. This follows their cash sales of Rs 34,349.62 crore in December and Rs 17,500.31 crore in November.

Global Markets:

Asian shares traded mixed on Tuesday as concerns regarding tariffs resurfaced post US President Donald Trump threatening to increase levies on South Korean goods.

Trump said on Truth Social that South Korea's legislature has not approved Seoul’s trade deal with Washington, and that tariffs on the country will climb to 25%, from 15%.

Overnight in the U.S., the S&P 500 index advanced 0.50%, while the Dow Jones Industrial Average gained 0.64%.

The Nasdaq Composite climbed 0.43%, supported by jumps of about 3%, 2% and 1% in Apple, Meta Platforms and Microsoft, respectively, ahead of their earnings reports later in the week.

Domestic Market:

Domestic equity benchmarks ended sharply lower on Friday, erasing early gains as persistent foreign institutional investor selling weighed heavily on sentiment and sparked a broad-based selloff in the latter half of the session.

The Sensex and Nifty opened marginally higher, supported by positive cues from Asian markets and easing geopolitical concerns linked to Greenland. However, sentiment turned decisively weaker post noon, with aggressive profit-booking and sustained selling pressure dragging the indices into the red.

The Nifty closed below the 25,050 level, with all NSE sectoral indices ending in the red. Realty and PSU bank stocks led the losses amid heavy selling pressure.

Foreign fund outflows remained the key overhang, with FIIs extending their net selling streak to 13 consecutive sessions in January, a trend that has steadily dented market capitalisation and investor confidence.

Pressure on domestic shares intensified as the Indian rupee slid to a fresh all-time low against the US dollar, amplifying risk aversion. A subdued earnings season added to the gloom, as weak December-quarter results from several heavyweight companies triggered sharp, stock-specific declines.

Rising crude oil prices further stoked concerns over inflation and external balances, capping any recovery attempts. The focus is now shifting to the Union Budget, which will take place on February 1.

The S&P BSE Sensex tumbled 769.67 points or 0.94% to 81,537.70. The Nifty 50 index lost 241.25 points or 0.95% to 25,048.65.