Daily Finance Pulse India - 01 January 2026
Indian markets closed for New Year's Day on 2026-01-01; Sensex last closed at 85,221 with a gain of 546 points and Nifty at 26,130 up 191 points on Dec 31, 2025 amid broad gains; overall sentiment bullish to start 2026.
1/10
**Sensex surges 546 pts, Nifty tops 26,100**: Year-end rally snaps losing streak
31 Dec 2025 · Sensex ends at 85,221 up 546 points, Nifty at 26,130 up 191 points on broad gains led by RIL, banking; snaps 4-day loss amid bargain hunting despite FII outflows.
Impact: Positive close boosts sentiment into 2026 holidays; watch Q3 earnings and auto sales data.
2/10
**JSW Steel, Tata Steel rally 2-5%**: Govt safeguard duty boosts steel sector
31 Dec 2025 · Steel stocks lead gains with JSW Steel +5%, Tata Steel +2-5% after govt announces 3-year safeguard duty; top Nifty performers amid sector buying.
Impact: Steel names offer buying opportunity; monitor policy extensions into 2026.
3/10
**Nifty Bank jumps 411 pts to 59,582**: Banking heavyweights drive recovery
31 Dec 2025 · Nifty Bank rises 411 points to 59,582 supported by heavyweights; midcap index +570 pts to 60,485 in final 2025 session.
Impact: Banking strength signals resilience; key for Nifty momentum above 26,150.
4/10
**Sensex adds 9% in 2025 despite volatility**: Moderate gains with divergence
31 Dec 2025 · Sensex gains 546 pts on last day, up 9% for 2025; Nifty ends at 26,130 but mid/small-caps lag due to risk aversion per NSE report.
Impact: Largecaps outperform; shift to stability favors bluechips in early 2026.
5/10
**US markets slip; S&P 500 -0.14%**: Tech weakness drags Wall Street
30 Dec 2025 · S&P 500 down 0.14%, Nasdaq -0.24%, Dow -0.20% on third straight loss; Nvidia, Palantir weigh amid Fed minutes split on 2026 cuts.
Impact: Muted US cues may cap Indian upside; Fed path key for FII flows.
6/10
**Asia-Pacific mixed in holiday trade**: Hang Seng -0.42%, Shanghai +0.2%
31 Dec 2025 · Australia's ASX 200 -0.17%, Hang Seng -0.42%, Shanghai Composite +0.2%; Japan, SKorea closed with early shuts in HK, Aus.
Impact: Cautious global backdrop; Indian indices resilient relatively.
7/10
**FII sell Rs 3,844 cr, DII buy Rs 6,160 cr**: Flows support amid outflows
30 Dec 2025 · FPIs net sellers Rs 3,844 crore Tuesday; DIIs counter with Rs 6,160 crore buys sustaining market stability.
Impact: DII cushion aids recovery; sustained FII exit risk for 2026 trend.
8/10
**Nifty eyes 26,150 breakout**: Doji candle signals tug-of-war
31 Dec 2025 · Nifty forms doji with lower shadow post 4th fall to 25,938 Tue; needs hold above 26,000 for upside to 26,250, support 25,850.
Impact: Technical recovery underway; close above 26,100 revives bulls.
9/10
**Gold, silver dip but eye yearly highs**: Commodities on track for records
31 Dec 2025 · Precious metals decline early but set for 2025 milestones amid rate cut optimism; other metals post gains.
Impact: Safe-haven appeal intact; supports EM portfolios including India.
10/10
**Fed minutes split on 2026 cuts**: Inflation vs jobs risks divide
30 Dec 2025 · FOMC members expect cuts if inflation eases but split: some see entrenched inflation needing hikes, others deeper cuts for labor.
Impact: Global policy uncertainty; dovish tilt aids risk assets like Indian equities.