General News
- Budget session begins in Parliament, to continue till April 2 with one break.
- 77th Republic Day: European Commission president Ursula von der Leyen and European Council President António Costa were this year’s chief guests.
- India-EU sign ‘Security and Defence Partnership’ to expand cooperation across Indo-Pacific,
counterterrorism, defence industry. - PM Modi and German Chancellor Friedrich Merz hold delegation-level talks; Germany allows visa-free
transit facility for Indians. - PM Modi and UAE President Sheikh Mohamed bin Zayed Al Nahyan hold talks in New Delhi.
- India holds security dialogue with Saudi Arabia after defence pact with UAE.
- Jaishankar meets Arab League Secretary General, discusses cooperation across key sectors.
- Spain joins Indo-Pacific Oceans Initiative, elevates ties with India to strategic level.
- Jaishankar meets French President Emmanuel Macron, reaffirms India France strategic partnership.
- Venezuela’s acting President Rodriguez dials PM Modi, agrees to take bilateral ties to new heights.
- Taliban Official Mufti Noor Ahmad Takes Charge At Afghan Embassy In Delhi.
- India withdraws families, dependents of diplomats and officials from all missions in Bangladesh.
- Gallantry and Padma awards announced; Colonel Sofiya Qureshi conferred with the Vishisht Sewa Medal.
- PM Modi distributes appointment letters to more than 61,000 newly recruits at 18th Rozgar Mela.
- PM Modi launches multiple development projects in Thiruvananthapuram; flags off three Amrit Bharat
Express trains. - SIR 2.0: Nearly 6.5 crore electors removed from draft rolls of nine States, three UTs.
- Centre issues notification for first phase of Census of India 2027.
- Maharashtra Deputy CM Ajit Pawar, four others killed after plane crash in Baramati.
- Sunetra Pawar elected as NCP’s legislature party leader; sworn in as state’s first woman deputy CM.
- I-PAC raids: ED accuses CM Mamata Banerjee of obstructing probe, destroying evidence.
- Nitin Nabin becomes National President of Bharatiya Janata Party.
- ISRO’s PSLV-C62 lifts off with Earth observation satellite, 14 payloads.
- Sunita Williams retires from NASA after 27 years of service.
- Sheikh Hasina’s Awami League declares February 12 elections illegal, urging a nationwide boycott.
- Pakistan, Bangladesh Foreign Ministers commit to build closer ties.
- Trump announces formation of Gaza ‘Board of Peace’ under US-backed phase two of plan.
- Zohran Mamdani sworn in as New York City’s youngest mayor in a century.
- UK, Germany consider NATO troops in Greenland amid US takeover concerns.
- US to suspend immigrant visa processing for 75 nations including Pakistan, Bangladesh.
- Trump cancels tariff threat over Greenland, says NATO agreed to ‘framework’ of future Arctic deal.
- US captures Venezuelan President Nicolas Maduro and his wife Cilia Flores.
- Venezuela’s interim president Delcy Rodríguez offers cooperation after Trump says further strike possible.
- US witnesses widespread protests & strike call against immigration crackdown.
- US approves $6.67 billion arms sales to Israel, $9 billion to Saudi Arabia.
- US President Donald Trump calls for end to Ayatollah Ali Khamenei’s rule in Iran.
- Ukraine, US and Russia hold trilateral talks in UAE for peace efforts.
- US announces multi-day aerial military drills in the Middle East amid Iran tensions.
- US begins unfreezing of Venezuela’s sanctioned funds.
- Canada backs Greenland and Denmark, rejects Trump’s push for US control of Arctic territory.
- Canadian Prime Minister Mark Carney blocks Trump Golden Dome missile project in Greenland.
- Putin offers Russian assets frozen in the U.S. to Peace Board, rebuilding Ukraine.
- Hamas says ready to transfer Gaza governance to Palestinian committee.
- US, Israel withdraws from several international organizations.
- China’s Xi Jinping, UK’s Keir Starmer agree to deepen economic ties.
- China’s Xi Jinping, Canada’s Mark Carney seek new chapter in relations.
- Japan PM Takaichi dissolves parliament, calls snap election on Feb 8.
- WPL: Royal Challengers Bangalore lead the table.
- India clinch 5 match T20 series against New Zealand 4-1.
- Bangladesh withdrew from the T20 World Cup after the ICC refused to move its matches from India.
- ICC announces Scotland will replace Bangladesh in Group C of the T20 World Cup.
- Mustafizur Rahman joins Pakistan Super League after IPL release.
- Australia seal 4-1 Ashes win in Sydney.
- Australian Open 2026: Elena Rybakina wins final over Aryna Sabalenka.
- Novak Djokovic faces Carlos Alcaraz in Australian Open final.
Business News
- Finance Minister Nirmala Sitharaman to presents Union Budget 2026-27.
- Union Budget 2026 increases FY27 capital expenditure to ₹12.2 lakh crore, 4.4% of GDP.
- Govt raises infra spending by 8.8% to record ₹12.2 trillion.
- Basic customs duty exempted on 17 drugs and medicines for cancer patients.
- Buyback proceeds to be taxed as capital gains for all shareholders; STT on commodity futures hiked.
- Defence Budget 2026–27 rises 15% ; AYUSH Ministry sees 20% rise in allocation.
- Economic Survey pegs India’s real GDP growth at 6.8-7.2% in FY27; agriculture key to achieving Viksit
Bharat; Labour reforms could add 1.25% to GDP by FY30. - India and EU finalize ‘mother of all deals’ with landmark trade pact.
- India, EU reaffirm strategic cooperation in next-gen digital technologies, including 6G.
- Centre approves 22 electronics manufacturing projects with ₹41,863 crore investment.
- India launches new e-Business visa for Chinese nationals.
- PM Modi meets global energy CEOs at India Energy Week 2026, flag $100 billion investment potential.
- Ashwini Vaishnw joins critical minerals supply talks in Washington; underlines need for resilient sourcing.
- Uttar Pradesh cabinet clears incentives to attract ₹3,000 crore semiconductor investments.
- Mukesh Ambani pledges ₹7 lakh crore investment in next 5 yrs at Vibrant Gujarat Regional summit.
- Karnataka gets investment commitments for over ₹13,000 crore at Davos.
- Maharashtra signs Memorandums of Understanding (MoUs) worth ₹30 lakh crore at Davos.
- Jharkhand government signs a MoU with Tata Steel of over ₹11,000 crore.
- Govt unveils 184 new crop varieties across 25 field crops.
- India, Israel sign joint declaration to boost cooperation in fisheries and aquaculture.
- India become first country to commercially produce bio-bitumen.
- PM Modi launches development projects worth over ₹830 crore at Singur in Hooghly.
- PM Modi flags off 2 Amrit Bharat Express trains from poll-bound Assam.
- PM Modi flags off India’s first Vande Bharat Sleeper Train between Howrah-Guwahati in est Bengal.
- India achieves record electronics exports of $47 billion in 2025.
- RBI, European Securities and Markets Authority signs MoU on cooperation and exchange of information.
- SEBI removes nearly 1 lakh videos of ‘finfluencers’ giving stock tips without financial adviser registration.
- SEBI grants NOC for long-awaited IPO of National Stock Exchange.
- US Fed keeps interest rates unchanged at 3.5-3.75% amid low job gains and elevated inflation.
- US President Trump nominates former Federal Reserve Governor Kevin Warsh as his preferred successor.
- US, Taiwan sign $250 billion trade deal, cutting tariffs on Taiwanese goods.
- US President increases tariffs on South Korean goods from 15% to 25%.
- Maruti Suzuki emerges India’s top passenger vehicle exporter in 2025, exporting 3.95 lakh units.
- Ashok Leyland unveils Lucknow EV plant, fuels UP’s green industrial drive.
- Gujarat Govt, Maruti Suzuki exchange investment letter for new manufacturing plant in Khoraj.
- Mercedes-Benz begins local production of Maybach GLS in Pune; first outside US.
- Air India Takes Delivery of First Boeing 787-9 Dreamliner in Seattle.
- Adani partners with Brazil’s Embraer to make regional jets in India for first time.
- DGCA imposes ₹22 crore fine on IndiGo following large-scale delays & cancellations of flights in December.
- Ola Electric gets govt approval to sell India-made Shakti home battery.
- ONGC joins hands with Japan’s Mitsui OSK Lines to enter ethane shipping operations.
- Venezuela’s acting President Delcy Rodríguez signs law that opens nation’s oil sector to privatisation.
- Trump urges US oil majors to invest $100 billion in Venezuela, promises protection.
- Indian Oil buys Angola, Brazil, UAE oil to replace Russian crude.
- Reliance Industries signs pact with ONGC to share offshore resources.
- HPCL inks $3 billion LNG deal with UAE’s Adnoc Gas during President’s visit.
- LTIMindtree wins ₹3,000 crore CBDT deal for AI-led tax analytics platform.
- DoT freezes Vodafone Idea’s AGR dues; to pay ₹124 crore annually over 6 years.
- Tamil Nadu seals ₹10,000 crore deal to build India’s first sovereign AI park.
- Lenovo, NVIDIA unveil AI Cloud Gigafactory programme to fuel enterprise AI scaling.
- AI enters US military networks as Pentagon partners with Musk’s Grok.
- China approves first batch of Nvidia H200 chip imports.
- Perplexity signs $750 million Azure deal, keeps AWS as key partner.
- Infosys partners with AWS to accelerate Gen AI adoption.
- Lenovo to build, export AI servers from India.
- Trump unveils ‘Great Healthcare Plan’ to lower drug costs and insurance premiums.
- Centre pushes quick-commerce firms to drop 10-minute delivery rush over worker safety.
- Malaysia, Indonesia become first to block Musk’s Grok over AI deepfakes.
- Buffett hands over Berkshire CEO role to Greg Abel, remains as Chairman.
Q3 Results
- HDFC Bank Q3 PAT jumps 11% YoY to Rs 18,654 crore,
- Kotak Mahindra Bank Q3 Profit rises 4% at ₹3,446 crore, total income rises to ₹16,741 crore.
- Yes Bank sees improvement in asset quality, Q3 net profit surges 55% to ₹952 crore.
- Punjab National Bank Q3 Profit jumps 12% YoY to ₹5,190 crore.
- TCS Q3 net profit falls 14% YoY to ₹10,657 crore, revenue grew 5% to ₹67,087 crore, declares ₹57 dividend.
- HCL Technologies Q3 Cons PAT falls 11% YoY to ₹4,076 crore, revenue up 13%; declares ₹12 dividend.
- Tech Mahindra Q3 Net profit rises 14% at ₹1,122 crore, revenue up 8% to ₹14,393 crore
- Infosys Q3 PAT slips 2% YoY to ₹6,654 crore; raises FY26 revenue guidance to 3-3.5%.
- Maruti Suzuki Q3 Net profit rises 4% to ₹3,794 crore; revenue jumps 29% YoY to ₹49,891.50 crore.
- Tata Motors Q3 net profit falls 48% to ₹705 crore on one-time cost, revenue up 16%.
- TVS Motor Q3 Profit jumps 48.6% to ₹841.3 crore, sales up 27%.
- Reliance Q3 Profit flat at ₹18,645 crore, revenue up 10.5% YoY to ₹269,496 crore.
- Jio Platforms Q3 net profit rises 11.2% to ₹7,629 crore, ARPU at ₹213.7.
- Adani Energy Q3 Net profit drops 8% to ₹574 crore; revenue up 15% YoY.
- Adani Power Q3 Cons profit falls 19% YoY to ₹2,480 crore, revenue down 9% to ₹2,451 crore.
- Vedanta Q3 Profit surges 61% YoY to ₹5,710 crore; revenue advances 37% to ₹23,369 crore.
- ITC’s net profit rises 6% to ₹5,088 crore in December quarter, announces interim dividend of ₹6.50.
- IndiGo Q3 Net profit tumbles 77% to ₹550 crore on December flight chaos; revenue up 6%.
| WORLD INDICES | |||||
|---|---|---|---|---|---|
| Indices | 30-Jan | 31-Dec | % 1M | 01-Jan | % since Jan |
| BSE | 82270 | 85221 | -3.46% | 85189 | -3.43% |
| NSE | 25321 | 26130 | -3.10% | 26147 | -3.16% |
| DOW | 48892 | 48063 | 1.73% | 48063 | 1.73% |
| NASDAQ | 23462 | 23242 | 0.95% | 23242 | 0.95% |
| FTSE | 10209 | 9931 | 2.80% | 9931 | 2.80% |
| Nikkei | 53323 | 50339 | 5.93% | 50339 | 5.93% |
| Hang Seng | 27387 | 25631 | 6.85% | 25631 | 6.85% |
| Straits Times | 4905 | 4646 | 5.57% | 4646 | 5.57% |
| Shanghai | 4118 | 3969 | 3.76% | 3969 | 3.76% |
| USD | 91.98 | 89.94 | 2.27% | 89.94 | 2.27% |
| Euro | 109.54 | 105.44 | 3.89% | 105.44 | 3.89% |
| GBP | 126.34 | 120.75 | 4.63% | 120.75 | 4.63% |
| Yen/100INR | 0.60 | 0.57 | 3.90% | 0.57 | 3.90% |
| Gold | 149075 | 135256 | 10.22% | 135256 | 10.22% |
| Silver | 291222 | 235239 | 23.80% | 235239 | 23.80% |
| Crude Brent $ | 69.32 | 60.91 | 13.81% | 60.91 | 13.81% |
| Crude Nymex $ | 65.21 | 57.42 | 13.57% | 57.42 | 13.57% |
| NIFTY SECTORAL INDICES | |||||
| Sectors | BANK NIFTY | CNX IT | CNX AUTO | CNX FMCG | CNX PHARMA |
| 30-Jan | 59,610 | 38,036 | 26,750 | 51,215 | 21,715 |
| 31-Dec | 59,582 | 37,884 | 28,190 | 55,476 | 22,724 |
| % 1M | 0.05% | 0.40% | -5.11% | -7.68% | -4.44% |
| 01-Jan | 59,712 | 38,172 | 28,481 | 53,719 | 22,633 |
| % since Jan | -0.17% | -0.35% | -6.08% | -4.66% | -4.05% |
| INDIAN TRADE | ||
|---|---|---|
| Exports in ($ Bn) | 38.51 | |
| Imports ($ Bn) | 63.55 | |
| FDI | 1542 | |
| Government Bond 10Y | 6.70% | |
| GDP YoY | 8.20% | |
| Inflation Rate | 1.33% | |
| Forex Reserves ($ Mn) | 7,09,410 | |
| IIP % | 7.30% | |
| INSTITUTIONAL TRADING ACTIVITY | ||
|---|---|---|
| Particulars | FII (Rs. crore) | MF (Rs. crore) |
| Equity | (31,393) | 36,648 |
| Debt | (7,260) | (63,786) |
| Total 1 M | (38,653) | (27,138) |
| Total Since Jan | (38,653) | (27,138) |
| Equity | (31,393) | 36,648 |
| Debt | (7,260) | (63,786) |
