The Indian equity markets posted moderate gains early on Tuesday amid strong global cues and continuing foreign inflows.

As of 9.28 am, Sensex added 182 points, or 0.22 per cent, to reach 84,247, and Nifty gained 50 points, or 0.19 per cent, to settle at 25,917.

Main broad-cap indices performed in line with benchmark indices, as the Nifty Midcap 100 added 0.20 per cent, and the Nifty Smallcap 100 edged up 0.58 per cent.

All sectoral indices traded in the green. Most notable gainers were Nifty consumer durables, up 0.85 per cent, realty up 0.55 per cent and metals 0.53 per cent. ONGC was among the top gainers.

India’s real gross domestic product (GDP) is likely to expand 6.4 per cent in fiscal 2026‑27 -- the fastest among G20 economies -- driven by strong domestic consumption and policy measures, a new report has said.

The report from Moody’s Ratings said the country’s banking system outlook remains broadly favourable amid sufficient reserves to absorb loan losses.

The domestic institutional investors (DIIs) have remained key bidders, pumping $23.4 billion in the fourth quarter of 2025 and $90.1 billion in full year 2025 – aided by steady SIP inflows into domestic MFs, a report showed on Monday.

This strong participation has not only helped mitigate the effects of a spike in FII outflows, which totalled $18.8 billion in 2025, but has also absorbed the continued surge in primary market issuances, with IPOs and FPOs amounting to Rs 1.95 trillion for the year, according to the report by Motilal Oswal Financial Services Ltd.

The trade agreement between India and the United States is expected to provide a substantial boost to Gujarat’s exports, with medium-term growth in certain sectors projected to increase by 100-150 per cent, officials said on Monday.

The reduction of US tariffs on Indian goods from 50 per cent to approximately 18 per cent is set to make Indian products significantly more competitive in the American market, generating higher demand.

Gold and silver prices surged sharply on Monday due to a weaker US dollar and persistent geopolitical uncertainties.

MCX gold February futures jumped 1.31 per cent to Rs 1,57,484 per 10 grams around 10.45 am on an intraday basis. Meanwhile MCX silver March futures climbed 4.81 per cent to Rs 2,61,900 per kg.

On the MCX, silver prices, earlier in the day, had jumped as much as 6 per cent to its day's high of Rs 2,64,885 per kg before a round of profit booking.

Domestic institutional investors (DIIs), for the first time, have overtaken foreign institutional investors (FIIs) in the ownership of benchmark Nifty50 index, a new report has said.

The data from Motilal Oswal Securities showed that as of the December 2025 quarter, domestic institutions held about 24.8 per cent of the Nifty50, marginally higher than foreign investors at around 24.3 per cent.

The Indian equity markets opened the week with gains on Monday amid more clarity on the India-US interim trade framework and improvements in domestic fundamentals and easing of geopolitical uncertainties.

As of 9.25 am, Sensex added 370 points, or 0.44 per cent, to reach 83,950, and Nifty gained 117 points, or 0.46 per cent to settle at 25,811.

The US trade agreement framework represents a historic milestone for India’s textiles and apparel sector, industry leaders said on Saturday.

On behalf of the entire textile and apparel industry, Dr A Sakthivel, Chairman of the AEPC (the official body of apparel exporters in India), welcomed the India-US joint statement on the trade deal.

“The coming decade is poised to be India’s decade in textile trade, as the country emerges as one of the most preferred sourcing destinations for global buyers,” he said in a statement.

The Indian stock markets remained volatile during the week but ended with healthy gains, after the announcement of the India-US trade deal sparked a strong recovery, helping domestic indices absorb the early weakness following the increase in securities transaction tax (STT) on derivatives in Budget 2026–27, analysts said on Saturday.

Bullish momentum resurfaced towards the end of the week with supportive global and domestic triggers outweighing initial Budget-related concerns.

The Reserve Bank of India's (RBI) decision to keep the policy rate unchanged reflected a favourable assessment of growth and inflation dynamics, economists said on Friday.

The RBI MPC, in its first monetary policy review of 2026, kept the repo rate unchanged at 5.25 per cent.

Analysts welcomed the pause on rate hikes and said they expect the RBI to maintain an extended pause, due to positive cyclical upswing and confidence from successful conclusion of multiple trade deals.

Gold prices fell moderately, while silver lost over 3 per cent on Friday due to a stronger dollar and a rout in global technology stocks.

MCX gold February futures fell 0.97 per cent to Rs 1,50,590 per 10 grams around 10.40 am on an intraday basis. Meanwhile, MCX silver March futures plunged 3.71 per cent to Rs 2,34,775 per kg.

The Securities and Exchange Board of India (SEBI) has proposed to allow investors to set up standing instructions for systematic withdrawal plans (SWP) and systematic transfer plans (STP) for mutual fund units held in demat accounts, a facility currently available only for units held in the statement‑of‑account mode.

Under the proposal, demat investors would be able to do one time registration of SWP or STP mandates with depositories or stock Exchanges, which removes the need to submit separate instructions for each SWP or STP transaction, according to a statement.

RBI Governor Sanjay Malhotra announced on Friday that the Monetary Policy Committee has unanimously decided to keep the policy repo rate unchanged at the current level of 5.25 per cent and stick to the neutral monetary policy stance.

The RBI Governor said that the decision to maintain the status quo in the policy rate had been taken after careful consideration of the macroeconomic conditions and the outlook for the economy ahead.

India’s growth cycle is set to accelerate backed by reflation effort of the RBI and the government via rate cuts, bank deregulation and liquidity infusion, continuing capex, tax cuts and relatively stimulating budget, a Morgan Stanley report said on Friday.

The Indian equity markets posted moderate losses in the early session on Friday, as investors waited for cues from the RBI Monetary Policy Committee (MPC) decision on the key repo rate.

As of 9.25 am, Sensex lost 134 points, or 0.16 per cent, to 83,179, and Nifty eased 56 points, or 0.22 per cent to 25,586.

The Reserve Bank of India (RBI) is likely to maintain status quo in the upcoming policy decision on Friday, as despite policy rate easing, government bond yields have exhibited persistent hardening in recent periods, among other reasons.

According to economists, the choice of eligible securities itself may influence the effectiveness of OMO operations, even when the aggregate quantum of liquidity injection is unchanged.

Listed Real Estate Investment Trusts (REITs) and Infrastructure Investment Trusts (InvITs) in 2025 significantly outperformed traditional benchmarks, delivering a strong 19.55 per cent return on an equal weight basis, a report showed on Thursday.

This was well ahead of the Nifty50 TRI (total returns index) at 11.42 per cent and the G Sec Index at 6.81 per cent, according to an ICRA Analytics report.

Gold prices fell moderately on Thursday after two days of surge, while silver posted a sharp fall of over 8 per cent.

MCX gold February futures fell 0.98 per cent to Rs 1,51,552 per 10 grams around 10.25 am on an intraday basis. Meanwhile, MCX silver March futures plummeted 8.39 per cent to Rs 2,46,283 per kg.

Gold and silver prices had risen around 6 per cent in the early morning trade but failed to sustain those levels.

The Indian equity markets posted moderate losses in early trade on Thursday, tracking poor global cues and weakness in metal stocks.

As of 9.23 am, Sensex lost 254 points, or 0.30 per cent, to reach 83,563, and Nifty eased 85 points, or 0.33 per cent to settle at 25,690.

Main broad-cap indices posted moderate losses, as the Nifty Midcap 100 eased 0.04 per cent, and the Nifty Smallcap 100 edged down 0.31 per cent.

India’s fiscal strategy has undergone a clear and deliberate shift over the past decade, with the expenditure mix increasingly oriented towards capital-led growth, according to a new report.

Notably, the FY27 Budget reinforces this trajectory, reflecting the government’s conviction that durable growth, private investment crowding-in, and macroeconomic stability are best achieved through sustained public capital formation rather than short-term fiscal stimulus.

Indian equity markets closed almost flat on Wednesday, snapping a two-day rally, as a sharp fall in information technology (IT) stocks weighed on the benchmark indices.

Investor sentiment turned cautious after fresh concerns about advances in artificial intelligence (AI) hit global software stocks.

At the closing bell, the Nifty rose 48.45 points, or 0.19 per cent, to settle at 25,776.00. The Sensex gained 78.56 points, or 0.09 per cent, to end at 83,817.69.

The Union Budget 2026–27 strengthened medium-term earnings visibility for sectors aligned with public capex and policy priorities, even though earnings recovery will take time, a report said on Wednesday.

The report from small case managers said the Budget opened "actionable opportunities across defence ecosystems, manufacturing‑linked businesses, logistics, select auto and ancillaries, energy‑transition themes and innovation‑led pharmaceuticals."

India has joined the BRICS Centre for Industrial Competencies (BCIC) at an event organised by the Centre’s Department for Promotion of Industry and Internal Trade (DPIIT) in the national capital, according to an official statement issued on Wednesday.

The BCIC, launched in partnership with the United Nations Industrial Development Organization (UNIDO), serves as a one-stop centre providing integrated support services to manufacturing companies and Micro, Small and Medium Enterprises (MSMEs) across BRICS countries, with a focus on strengthening Industry 4.0 competencies.

The seasonally adjusted HSBC India Services PMI touched a two-month high of 58.5 in the month of January, from December's 58.0, noting quicker expansions in new business intakes and output, the S&P Global data showed on Wednesday.

The Indian equity markets posted moderate gains on Wednesday morning with broad-based gains across sectors, weighed down by losses in IT stocks due to AI-driven ‘SaaSpocalypse’.

Aam Aadmi Party (AAP) Punjab President and Cabinet Minister Aman Arora, reacting to the bail granted to Shiromani Akali Dal leader Bikram Singh Majithia, made it clear that bail should not be misrepresented as exoneration. He said that the people of Punjab must understand that this relief is purely procedural and does not weaken the serious corruption charges against Majithia in any manner.

India ranked among the top ten global markets with residential prices up 9.6 per cent year‑on‑year, significantly outperforming the global average supported by firm domestic demand, improving affordability and a stable macroeconomic environment, a report said on Tuesday.

The report from real estate services firm Knight Frank said that residential sales across the top eight cities remained steady in 2025 at over 3.48 lakh units, with H2 2025 volumes the highest since 2013.

With the new trade deal with the US in place, India is now among the nations with one of the lowest tariff rates being imposed by the Donald Trump administration compared with other Asian economies such as China, Pakistan, Indonesia, Bangladesh, and Vietnam.

The US tariff on Indian goods comes close to those being levied on America’s closest allies, which include the United Kingdom (10 per cent), the European Union (15 per cent), Switzerland (15 per cent), Japan (15 per cent), and South Korea (15 per cent).

The Indian rupee surged over 1 per cent on Tuesday, trading at 90.29 to the US dollar, following an India-US trade agreement that sparked investor optimism and prompted foreign inflows.

The local currency had closed at 91.53 on Monday, reaching a two-week high to gain 48 paise in the prior session, after the Reserve Bank of India reportedly intervened in the spot market.

The India-US trade deal should help narrow the current account deficit, stabilise the rupee, and reduce India’s vulnerability to global shocks over time, a report showed on Tuesday.

The US has decided to reduce the reciprocal tariff on Indian goods to 18 per cent from the earlier 50 per cent.

The Indian equity markets surged sharply by around 3 per cent early on Tuesday with broad-based buying across sectors, buoyed by the announcement of the India-US trade deal.

As of 9.25 am, Sensex added 2,421 points, or 2.97 per cent, to reach 84,088, and Nifty gained 741 points, or 2.96 per cent to settle at 25,829.

The Reserve Bank of India (RBI) is set to hold its monetary policy committee (MPC) meeting from February 4-6 and according to economists, the MPC is expected to vote for a pause on a policy rate cut, while the central bank undertakes direct measures to tackle liquidity, bond stability and currency-related risks.

The Central Bank has already lowered the repo rate by 125 basis points since February 2025 to 5.25 per cent.

Gold and silver extended their decline on Monday, as hike in margin requirements are set to take effect on Chicago Merchantile Exchange (CME) in the US.

MCX gold February futures fell 1.77 per cent to Rs 1,45,132 per 10 grams on an intra-day basis. Meanwhile MCX silver March futures dipped 6.88 per cent to Rs 2,47,386 per kg.

The government support to new technologies through AI mission, National Quantum Mission, Anusandhan National Research Fund, Research and Innovation Fund promises to be a big boost for the Indian higher education institutions that are nurturing India’s future entrepreneurs, industry leaders said on Monday.

The Union Budget 2026 signals a decisive shift in how India is approaching technology, from adoption to strategic capability building.