Daily Finance Pulse India - 26 January 2026
Indian markets closed for Republic Day on 2026-01-26; Nifty 50 last closed at 25,048.65 (-0.95%), Sensex at 81,537.70 (-0.94%) amid FII selling and global uncertainty, with Union Budget and Q3 earnings eyed next; overall bearish sentiment.[3][4]
1/10
**70% Nifty 500 in red Jan 2026**: FII selling, tariffs drag markets
Published Jan 14, 2026 · 70% of Nifty 500 stocks down in Jan 2026, Nifty 50 -1.5%, Nifty 500 -1.6% amid FII outflows, US tariffs, global uncertainty; US S&P 500 +2%, Nikkei +6% YTD.[1]
Impact: Earnings-led recovery possible via Q3FY26 results and Union Budget capex push.
2/10
**Union Budget 2026 looms**: Volatility from Fed meet, earnings ahead
Published Jan 25, 2026 · Markets volatile next week on Union Budget (Feb 1), US Fed meeting, Q3 earnings; Sensex closed 81,537.70 (-0.94%), Nifty 25,048.65 (-0.95%) on profit booking, FII sales.[3]
Impact: Budget tax/infra announcements to dictate short-term direction.
3/10
**Republic Day closure**: NSE/BSE shut Jan 26, all segments
Published Jan 2026 · Indian markets closed Monday Jan 26 for Republic Day; no trading in equity, derivatives, currency, commodities; resumes Jan 27.[4]
Impact: Plan positions ahead; second holiday of 2026 calendar.
4/10
**NSE/BSE confirm holiday**: Full shutdown for Republic Day 2026
Published Jan 25, 2026 · Equity markets fully closed Jan 26 for 77th Republic Day; all segments halted, MCX suspended.[5]
Impact: Traders adjust strategies pre-holiday amid ongoing volatility.
5/10
**Markets eye Budget recovery**: Tepid breadth, laggards like ITC down 13-17%
Jan 13, 2026 data · 348/500 Nifty stocks declined; Godfrey Phillips -20%, ITC/Elecon/Tejas -13-17%; hopes on Q3 earnings, Budget MSME aid.[1]
Impact: Sector rotation to capex/defence possible, but broad reversal needs earnings upgrades.
6/10
**FII selloff persists**: DIIs offset Rs 3,597cr outflow Dec 31
Recent data · FIIs sold Rs 3,597cr for 5th session; DIIs bought Rs 6,759cr; Nifty opened +0.17% at 26,173 early 2026.[2]
Impact: Selective buying on dips advised till Nifty breaks 26,300.
7/10
**Nifty 50 last close**: 25,048.65 (-241 pts, -0.95%)
Jan 24, 2026 close · Benchmark slipped on geopolitics, FII selling; Sensex -770 pts to 81,537.70.[3]
Impact: Cautious trading ahead of key events; focus on quality stocks.
8/10
**Sensex YTD weakness**: Underperforms global peers amid tariffs
Jan 2026 · India lags S&P 500 (+2%), Nikkei (+6%); FII selling, US policy threats key drags.[1]
Impact: Global shocks to watch; domestic earnings as near-term catalyst.
9/10
**Q3 earnings resilience**: Banking pockets hold amid headwinds
Jan 2026 · Modest growth expected; banking/defensives stable, but not enough for aggregate upgrade.[1]
Impact: Sustained momentum could spark sentiment turnaround.
10/10
**IHC eyes India growth**: Abu Dhabi firm anchors expansion here
Published Jan 25, 2026 · IHC to lead next growth phase in India despite Trump EU criticisms; considers Europe too.[6]
Impact: Boosts India FDI sentiment amid global realignments.