Bajaj Finance reported a strong December-ended quarter with new loans booked jumping 15% year-on-year to 1.39 crore. The company's Assets Under Management (AUM) saw a significant 22% growth, reaching approximately Rs 4,85,900 crore. The customer franchise also expanded to 11.54 crore, indicating robust business expansion.
After delivering 10% returns in 2025, the Niftys outlook for 2026 looks more constructive, with the benchmark seen rising 13% to 29,731, according to Nilesh Jain, Head VP Equity Research at Centrum Broking. Improving macro indicators, stronger Q2 GDP growth, benign inflation and an end to corporate earnings downgrades underpin the positive view, he said, while identifying 10 fundamentally strong stocks offering potential upside of up to 36%.
Improving macro indicators, stronger Q2 GDP growth, benign inflation and an end to corporate earnings downgrades underpin the positive view, he said, while identifying 10 fundamentally strong stocks offering potential upside of up to 36%.
Foreign Institutional Investors (FIIs) continued their selling spree into 2026, offloading Indian equities worth Rs 7,608 crore in the first two trading sessions. This follows record outflows of Rs 1.66 lakh crore in 2025, driven by elevated valuations and the AI trade. Experts anticipate a turnaround in 2026, with improved fundamentals and GDP growth expected to attract net FII inflows.
Nifty closed at a lifetime high, gaining 1.10% last week while consolidating within a defined range. Despite a bullish technical setup, the index shows signs of fatigue near the upper Bollinger band. The coming week anticipates a steady start with a positive bias but a cautious undertone, with key resistance at 26,500 and supports at 26,000.
Warren Buffett has officially stepped down as CEO of Berkshire Hathaway. Greg Abel now leads the conglomerate. Buffett expressed strong confidence in Abel and Berkshire's enduring legacy. The company's shares saw a slight dip following the announcement. This marks a significant transition for the investment giant after Buffett's six-decade leadership.
After a volatile 2025 marked by persistent foreign institutional investor selling, market sentiment has turned optimistic. Looking ahead to 2026, Axis Securities sees selective opportunities emerging within the large cap space. In a recent report, the brokerage has shortlisted six blue-chip stocks across multiple sectors that it believes offer attractive value and the potential to deliver returns of up to 34% over the next year. Heres the full list.
In a recent report, the brokerage has shortlisted six blue-chip stocks across multiple sectors that it believes offer attractive value and the potential to deliver returns of up to 34% over the next year.
Based on September quarter holdings, the portfolio includes 49 listed Indian companies with a total value of over Rs 9,015 crore as of December 31, 2025. Around 28 stocks recorded declines ranging from 10% to 60% during CY25, including five counters that plunged by more than 50%. We highlight the portfolios top gainers as well as the major laggards in CY25.
Bharat Coking Coal Limited (BCCL) will launch its Rs 1,300 crore IPO on January 8, closing January 13, with promoter Coal India offloading shares via an offer for sale. The company, India's largest coking coal producer, will announce its price band on January 5. BCCL reported a net profit of Rs 1,240 crore for FY25.
