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Top stock-market newsletter editors share gems from their ‘buy’ list.

Yield premiums on corporate debt have fallen to just over one percentage point, the least since June 2007

There are a few options for your 401(k) when you leave a job — some are better than others.

Indian markets enter 2026 balancing growth optimism with risks from a massive IPO pipeline and weak FII flows. HDFC Securities sees policy support, domestic liquidity, easing global risks and valuation corrections driving a potential Goldilocks recovery, with 16% earnings growth.

Foreign institutional investors sold Rs 22,530 crore of Indian equities in early January, accelerating outflows despite selective Q3 earnings optimism. Analysts cite tariff uncertainties, geopolitical risks, high valuations and AI-led global shifts, urging cautious positioning and focus on quality large-cap and select midcap stocks.

Indian markets consolidated in a narrow range during the truncated week, with Nifty ending marginally positive. The index remains below its recent high, awaiting a decisive catalyst. Traders are advised to be cautious and focus on stock-specific opportunities with risk management.

Despite declining retail participation in 68 small-cap stocks over three quarters, many delivered strong gains, with 12 surging 40–130%. This highlights a disconnect between ownership trends and market performance.

Over five sessions ending January 16, Sensex slipped 0.73%, with 47 BSE 500 stocks losing value consecutively. Ten stocks fell sharply, posting cumulative declines of 10%–22%, highlighting persistent short-term weakness.

India’s auto sector shows sustained post-festive momentum, with Q3 volumes up 17% year-on-year across segments. Strong demand, lean inventories and easing discounts are lifting revenues, profits and margins, supporting a positive medium-term outlook for automakers and ancillaries.

European stock markets ended the week flat. Luxury and mining stocks saw declines. Geopolitical tensions eased, impacting commodity-linked shares. Defence stocks provided some support. Novo Nordisk shares surged on positive news about its weight-loss pill. Investors are navigating a busy earnings season amidst global uncertainties.

In a surprising turn of events, the Securities Appellate Tribunal has lifted the ban imposed on Bombay Dyeing and its executives, alongside nullifying the associated penalties and restrictions on their directorship roles. This decision comes after Sebi's extended delay of nearly nine years in addressing allegations related to fraudulent activities tied to manipulated financial statements.

In a vibrant trading session on Friday, Indian stock markets rallied, with Nifty and Sensex recording notable gains. The upbeat revenue outlook from tech giant Infosys provided a much-needed boost to IT stocks, igniting early optimism in the market. However, nervousness regarding geopolitical issues led some investors to cash in on profits, resulting in a moderation of the earlier gains.

In the latest quarter, Reliance Industries reported a notable increase in profits, driven primarily by robust performances in their telecom and refining sectors. However, challenges in retail and upstream oil and gas segments put pressure on margins. On a positive note, Jio experienced remarkable growth in its digital services and home broadband offerings.

The new mechanism will replace the existing VWAP-based method for select stocks and align Indian markets with global practices.

The stocks of Constellation Energy and Vistra dropped after investors were spooked by the Trump administration’s plan to push large technology companies to help lower electricity prices for consumers.

Algo trades already dominate exchanges, accounting for over half of cash market activity and nearly two-thirds of derivatives trading, according to NSE data

Sebi is revamping how stock closing prices are determined in India's equity cash market, moving from a 30-minute average to a new 20-minute Closing Auction Session (CAS). This move aims to enhance price discovery and transparency, aligning with global practices. Initially, CAS will apply to derivative-linked stocks, with a phased rollout starting August 3, 2026.

Regulator to ease fund-raising, deepen debt markets and push paperless access for global investors

Non-outright trades to continue on gross basis; securities settlement unchanged

Motilal Oswal Nifty Microcap 250 Index Fund discontinued inflows from Jan 8

The BSE Sensex rose 187.64 points or 0.23% to close at 83,570.35, while the Nifty gained 28.75 points or 0.11% to settle at 25,694.35

The white precious metal is quoted at a premium in China owing to soaring domestic demand; March futures on MCX rule above ₹2,90,000 a kg

Eight stocks from the BSE 100 index surged to their 52-week highs, marking their strongest levels in the past year. These breakouts are widely viewed by traders and investors as bullish signals.

A compromised Fed and political tensions are also among the five factors worrying Scott Helfstein at Global X.

Sebi has proposed allowing FPIs to net cash obligations for same-day buy and sell trades. The move aims to lower funding costs, improve efficiency during high-volume days, and ease liquidity stress without raising systemic risk.

Traders noted that the rupee weakened as India’s trade deficit widened to $25.04 billion in December 2025, up from $24.53 billion in November and $22 billion in December 2024

Mutual funds stayed bullish on Indian equities in December 2025, investing nearly Rs 39,000 crore. Increased exposure to select stocks paid off, with many delivering over 50% gains and several emerging as strong multibaggers in FY26.

Wipro’s Q3 results showed mixed performance, with net profit down 7% YoY to Rs 3,119 crore even as revenue rose 6%. Margins improved to 17.6%, cash flows strengthened, and attrition fell, but deal bookings remained weak. The company guided for flat to 2% sequential IT services growth.

The ‍Securities and Exchange Board of ‌India has sought the changes "in order to enhance operational efficiency and ‍reduce cost of funding" for ‍foreign ⁠portfolio ⁠investors, it said in a consultation paper.

Regulator floats discussion paper, seeks comments by February 6

Jefferies strategist Christopher Wood is selling Bitcoin and shifting to physical gold, citing quantum computing risks to Bitcoin’s cryptography. Accelerating quantum timelines undermine digital assets’ long-term store-of-value case, prompting portfolio reallocation toward gold and mining stocks for resilience globally today.

Federal Bank delivered a robust Q3FY26 performance, with net profit rising 9% YoY to Rs 1,041 crore, driven by record NII, stronger margins, and healthier asset quality. Post earnings, shares surged over 11% as improved CASA, lower NPAs, and steady business growth reinforced investor confidence and strengthened the bank’s financial outlook.

Infosys surges 5.60% on upbeat revenue guidance