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EQUITY
Key gauges end higher amid volatility
Jan-27-2026

In a volatile trading session, Indian equity benchmarks ended higher on Tuesday buoyed by heavy buying in Metal and Basic Materials stocks, a firm trend in global markets and optimism over India-EU FTA. However, sustained selling by foreign portfolio investors and muted third-quarter corporate earnings growth capped upside in domestic equities.

Some of the important factors in trade:

India sees 73% surge in FDI Inflow in 2025: The United Nations Conference on Trade and Development (UNCTAD) has said that the FDI inflows to India in 2025 surged by 73 per cent to $47 billion, mainly due to large investments in services and manufacturing. 

India, EU successfully concludes negotiations for proposed free trade agreement: Commerce Secretary Rajesh Agrawal has said that India and the European Union (EU) have successfully concluded negotiations for the proposed free trade agreement and the deal has been finalised. 

India, Russia moving confidently to achieve $100 billion trade target by 2030: Ambassador of India to The Russian Federation, Vinay Kumar, has said that India and Russia are moving confidently to achieve a target of $100 billion in bilateral trade by 2030. 

Rupee recovers from all-time low: Indian rupee rebounded from its all-time low levels and gained sharply against the US dollar, on decline in US dollar index and India-EU FTA negotiations.

Global front: European markets were trading higher with investors largely making cautious moves, assessing the latest developments on the trade. Asian markets settled higher as investors shrugged off geopolitical and U.S. government shutdown worries to focus on upcoming big tech earnings and the Federal Reserve's interest-rate decision.

Finally, the BSE Sensex rose 319.78 points or 0.39% to 81,857.48 and the CNX Nifty was up by 126.75 points or 0.51% to 25,175.40.   

The BSE Sensex touched high and low of 82,084.92 and 81,088.59 respectively. There were 17 stocks advancing against 13 stocks declining on the index.        

The top gaining sectoral indices on the BSE were Metal up by 3.11%, Basic Materials up by 1.87%, PSU up by 1.62%, Bankex up by 1.28% and Utilities up by 0.93%, while Consumer Durables down by 1.18%, Auto down by 0.97%, Consumer Disc down by 0.68%, FMCG down by 0.48% and Telecom down by 0.25% were the losing indices on BSE.

The top gainers on the Sensex were Adani Ports &SEZ up by 4.47%, Axis Bank up by 4.31%, Tata Steel up by 2.64%, Tech Mahindra up by 2.58% and NTPC up by 2.48%. On the flip side, Mahindra & Mahindra down by 4.19%, Kotak Mahindra Bank down by 3.14%, Asian Paints down by 2.81%, Eternal down by 1.97% and Maruti Suzuki down by 1.48% were the top losers.

Meanwhile, Union Shipping Minister Sarbananda Sonowal has said that India's maritime sector was projected to attract investments worth over Rs 80 lakh crore and create over 1.5 crore jobs in the coming years. He said as a result of this investment, India will regain its maritime supremacy and shall become the global maritime leader once again under the Maritime Amrit Kaal Vision 2047. He said in 2025, the sector had already attracted Rs 12 lakh crore. 

The minister said once the second phase of development is completed, Vizhinjam port will transform into a regional transshipment hub of global significance. He also said under the leadership of Prime Minister Narendra Modi, the maritime sector in India, in the last decade, has witnessed unprecedented progress with manifold increase in the number of shipyards, maritime cruise passengers, cruise sectors, cargo movement on inland waterways and the number of operational waterways in the country.

He said that the impact of this progress has been seen on the ground as the country's logistics cost is estimated at 7.97 per cent of India's gross domestic product (GDP) in 2023-24, as per the current assessment prepared by the National Council of Applied Economic Research (NCAER) for Department for Promotion of Industry and Internal Trade (DPIIT). He noted that Kerala occupies a very special place in this national maritime transformation. With world class ports, modern shipping, strong ship building and vibrant inland waterways, Kerala was well positioned to play a leadership role in India's maritime future.

CNX Nifty touched high and low of 25,246.65 and 24,932.55 respectively. There were 34 stocks advancing against 16 stocks declining on the index.    

The top gainers on Nifty were Adani Enterprises up by 5.30%, Axis Bank up by 5.09%, JSW Steel up by 4.55%, Adani Ports &SEZ up by 4.33% and Grasim Industries up by 3.66%. On the flip side, Mahindra & Mahindra down by 4.25%, Asian Paints down by 2.80%, Kotak Mahindra Bank down by 2.58%, Max Healthcare Institute up by 1.64% and Maruti Suzuki down by 1.50% were the top losers.

European markets were trading higher; UK’s FTSE 100 increased 57.9 points or 0.57% to 10,206.75, France’s CAC rose 14.25 points or 0.18% to 8,145.40 and Germany’s DAX gained 58.42 points or 0.23% to 24,991.50.

Asian markets settled higher on Tuesday tracking Wall Street's strong performance overnight, while investors are awaiting the Federal Reserve's interest-rate decision and major tech earnings due later in the week. Investors globally shrugged off worries about geopolitics, tariff threats and another potential US government shutdown. Chinese and Hong Kong shares gained after China reported its first annual increase in industrial profits in four years. The Japanese Nikkei 225 index rose led by gains in heavyweight technology shares, and as the yen steadied after recent strong gains amid speculation the US might coordinate intervention with Japan. South Korea's Kospi closed above the 5,000-point mark for the first time, despite US President Donald Trump's threat to raise tariffs on Korean imports.

Asian Indices

Last Trade            

Change in Points

Change in %      

Shanghai Composite

4,139.91

7.30

0.18

Hang Seng

27,126.95

361.43

1.35

Jakarta Composite

8,980.23

4.90

0.05

KLSE Composite

1,771.25

27.18

1.56

Nikkei 225

53,333.54

448.29

0.85

Straits Times

4,923.02

62.09

1.28

KOSPI Composite

5,084.85

135.26

2.73

Taiwan Weighted

32,317.92

253.40

0.79


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