Daily Finance Pulse India - 05 January 2026
Indian markets closed higher last week with Nifty 50 at record high of 26,331.40 amid earnings optimism; NSE and BSE closed on Sunday 2026-01-05, overall sentiment bullish ahead of 2026 outlook.
1/10
**Nifty 50 Hits Record High: Broad Rally on Earnings Boost**
Published 01/02/2026 · India's Nifty 50 hit record 26,331.40, up 0.71%, BSE Sensex at 85,751 up 0.66% on upbeat corporate updates lifting earnings expectations.[1]
Impact: Banking and auto sectors lead gains; investors eye RBI deregulation and US trade deal for further upside.
2/10
**ICICI Prudential Outlook: Stable Economy but Moderate Returns Ahead**
Published 04/01/2026 · ICICI Prudential's 'Outlook 2026' forecasts stable macro, earnings recovery but cautions high valuations signal moderate returns, emphasizing stock picking.[3]
Impact: Shift focus to company fundamentals over macro bets amid priced-in optimism.
3/10
**Antique Broking Picks ICICI Bank, SBI as Top Largecaps for 2026**
Published 04/01/2026 · Antique Broking recommends 10 largecaps including ICICI Bank and SBI betting on earnings rebound in 2026.[5]
Impact: Banking stocks poised for recovery; add to portfolios targeting Q4 earnings beats.
4/10
**Sunil Singhania Bullish on Sectors, Predicts FII Return in 2026**
Published 31/12/2025 · Abakkus AMC's Sunil Singhania sees market correction stabilizing, foreign flows returning to India in 2026 with bullish sector picks.[4]
Impact: Prepare for FII inflows boosting Nifty; watch select sectors for outperformance.
5/10
**Banking Stocks Surge: Private and PSU Banks at Peaks**
Published 01/02/2026 · Bank index up 0.7%, private lenders +0.5%, PSU banks +1.2% scaling fresh highs amid broad rally.[1]
Impact: Defensive banking exposure recommended as sector leads market recovery.
6/10
**Auto Sector Rallies 1.2% on Strong Sales Data**
Published 01/02/2026 · Auto index advances 1.2% led by Hero MotoCorp +1.6%, TVS Motor +1.5% on robust December sales.[1]
Impact: Consumer demand strength signals continued momentum in autos for Q4.
7/10
**Metals Index Up 1.4% on Global Price Uptick, Tariffs**
Published 01/02/2026 · Metals rise 1.4% tracking weaker USD, China data; India steel import tariffs boost domestic sentiment.[1]
Impact: Commodity-linked stocks gain from protectionism and global demand cues.
8/10
**Silver Prices Explode 158%, Rally May Continue**
Published 04/01/2026 · Silver soars 158% amid bubble fears but strong yearly performance; gold and platinum also at records.[2]
Impact: Precious metals exposure via ETFs advised amid safe-haven and industrial demand.
9/10
**Copper Surges 35% in Strongest Year Since 2009**
Published 04/01/2026 · Copper hits records on supply fears, tariffs, demand trends; caps best annual gain in over a decade.[2]
Impact: Industrial metals boom benefits mining and related Indian equities.
10/10
**Bitcoin Slump Wipes £80m from UK Firms' Holdings**
Published 04/01/2026 · UK-listed companies lose £80m on Bitcoin bets after price drop, despite £360m invested.[2]
Impact: Crypto volatility warns against overexposure; monitor regulatory shifts affecting India.