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RBI Policy Update: Repo Rate

Actual: 5.25%
Expected: 5.25%
Previous: 5.25%

(RBI maintains status quo on the interest rates as per market estimates, policy comments and press conference would be important for further outlook)
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https://www.livemint.com/market/sebi-proposes-invits-reits-rules-ease-cash-assets-management-11770297172204.html
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In the Last 25 Years
Nifty has seen a Big GapUp Open
of Over 4%

1st March 1999 (+5.45%) ⬆️
3rd March 1999 (+4.98%) ⬆️
7th April 2020 (+4.48%) ⬆️
13th May 2020 (+4.22%) ⬆️
3rd Feb 2026 (+4.80%) ⬆️
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*MKT. UPDATES :*

*GIFT NIFTY +900 from last trade 25150*

*Nikkei +1510 pts ,*
*Hangseng +220 pts ,*


Dow +515.19 pts ,Nsdq +130.29 pts, S&P +37.41 pts , Bovespa +1429 Pts , Ftse +118 Pts , Dax +258 pts , Cac +54 pts , Crude @ $61.92 brl (-0.22) Brent @ $66.30 brl (-0.00) , Gold @ 4796.90 (+144.30), Silver @ $82.715 (+5.70), Euro @ $1.1803 , JPY @ $155.52 , INR @ 91.275


*US GOVT. 10-YR YIELD : 4.27%*


*Today's Corporate Action, 03-02 Ex Date :*

ANZEN
Income Distribution (InvIT) 
BIRET 
Income Distribution RITES  
COCHINSHIP
Interim Dividend - Rs. - 3.5000
GPTINFRA
Interim Dividend - Rs. - 0.7500
GRSE
Interim Dividend - Rs. - 7.1500
SYMPHONY
Interim Dividend - Rs. - 2.0000
VAIBHAVGBL
Interim Dividend - Rs. - 1.5000


*Today's Board Meetings, 03-02 Ex Date :*

AARTIDRUGS
Audited Results;Interim Dividend;Quarterly Results
ABCAPITAL
General;Quarterly Results
ACE
Quarterly Results  
ADANIENT
General;Quarterly Results
ADANIPORTS
Quarterly Results  
ADFFOODS
Quarterly Results  
ADROITINFO
Quarterly Results  
AEROFLEX
General    
AERONEU
Quarterly Results  
AETHER
General;Quarterly Results
AGARWALEYE
Quarterly Results  
ALKYLAMINE
Quarterly Results  
AMJLAND
Quarterly Results  
AMRUTANJAN
Interim Dividend;Quarterly Results
ANGELONE
General    
ANUP
Quarterly Results  
APOLLOFI
Quarterly Results  
AWL
Quarterly Results  
BAJFINANCE
Quarterly Results  
BERYLSE
Quarterly Results  
BHARATCOAL
Quarterly Results  
BHARATSE
Quarterly Results  
BIOGEN
General;Quarterly Results
BLUSPRING
Quarterly Results  
CASTROLIND
Audited Results;Final Dividend
CRYSTAL
General;Quarterly Results
DAMCAPITAL
Employees Stock Option Plan;Quarterly Results
DCAL
Quarterly Results  
DEEDEV
General;Quarterly Results
DENORA
Quarterly Results  
DRAGARWQ
Quarterly Results  
DYNAMIND
Quarterly Results  
EXCELINDUS
Quarterly Results  
EXPLEOSOL
Quarterly Results  
FSL
Audited Results;Interim Dividend
GABRIEL
Quarterly Results  
GARWAMAR
Quarterly Results  
GHUSHINE
General    
GODREJAGRO
Quarterly Results  
GRANDOAK
Quarterly Results  
GSLSU
Quarterly Results  
HFCL
Quarterly Results  
IITLPROJ
Quarterly Results  
INDOCO
Quarterly Results  
INDOFARM
General;Quarterly Results
INDRAMEDCO
Quarterly Results  
INRADIA
Quarterly Results  
IRMENERGY
Quarterly Results  
JAMSHRI
Quarterly Results  
JAYCH
Quarterly Results  
JENBURPH
Quarterly Results  
JKLAKSHMI
Quarterly Results  
KAMATHOTEL
Quarterly Results  
KANSAINER
Quarterly Results  
KAYCEEI
Quarterly Results  
KEDIACN
Quarterly Results  
KIDUJA
Quarterly Results  
KIRANVYPAR
Quarterly Results  
KSL
Quarterly Results  
LEENEE
Quarterly Results  
LKPSEC
Quarterly Results  
LLOYDSME
General;Quarterly Results
MANKIND
Quarterly Results  
MIDINDIA
Quarterly Results  
MKEXIM
Quarterly Results  
MOBIKWIK
Quarterly Results  
MUFIN
General    
NARBADA
Quarterly Results  
NAZARA
Quarterly Results  
NEOINFRA
Quarterly Results  
NGLFINE
Quarterly Results  
NMDC
Interim Dividend;Quarterly Results
NSLNISP
Quarterly Results  
ONELIFECAP
Right Issue of Equity Shares;General;Quarterly Results
PCBL
Quarterly Results  
PIDILITIND
Quarterly Results  
RBA
Quarterly Results  
RDBIPL
General    
ROSSTECH
General;Quarterly Results
RPTECH
Quarterly Results  
RUBICON
Quarterly Results  
SALAUTO
Quarterly Results  
SANGAMFIN
Quarterly Results  
SAREGAMA
Quarterly Results  
SCILAL
Quarterly Results  
SCTL
General;Quarterly Results
SFL
Quarterly Results  
SHARPLINE
General;Quarterly Results
SHRDAIS
Quarterly Results  
SHRIDINE
General;Quarterly Results
SIGNATURE
Quarterly Results  
SITAENT
General;Quarterly Results
SKFINDUS
Quarterly Results  
SNIM
General;Quarterly Results
SOLARINDS
Quarterly Results  
STARLIT
Quarterly Results  
STERTOOLS
Quarterly Results  
STLNETWORK
Quarterly Results  
SUDARCOLOR
Quarterly Results  
SUNSHIEL
Quarterly Results  
SURAJ
Quarterly Results  
SUYOG
Quarterly Results  
TCIEXP
Interim Dividend;Quarterly Results
THEINVEST
Employees Stock Option Plan;General;Quarterly Results
TIMEX
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CHINA 🇨🇳 HALTS COMMODITY TRADING FOR THE DAY - CNI WIRE
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📌 DIRECT TAX PROPOSALS – KEY POINTERS

• New Income Tax Act to come into force from 1 April 2026
• Simplified tax rules and forms to be notified shortly
• Forms redesigned for easy compliance by ordinary taxpayers
• Interest awarded by Motor Accident Claims Tribunal to natural persons to be exempt from income tax
• TDS on such interest to be completely removed
• TCS on overseas tour packages reduced:
• From 5% / 20% → 2% (no threshold)
• TCS on remittances for education & medical purposes:
• Reduced from 5% → 2%
• Supply of manpower services specifically included under contract payments to remove ambiguity
• TDS rate on such services capped at 1% / 2%
• TCS on alcohol, scrap, minerals rationalised to 2%
• TCS on tendu leaves reduced from 5% → 2%
• Role-based automated process for lower / nil TDS certificates
• No physical application before Assessing Officer required
• Form 15G / 15H:
• To be submitted once and shared digitally with multiple companies
Filing & Revision of Returns
• Time limit for revising return extended till 31st March
• Earlier: 31st December
• Subject to nominal fee
• Staggered due dates:
• ITR-1 & ITR-2: 31st July
• Non-audit cases / trusts: 31st August
Non-Resident Transactions
• TDS on sale of immovable property by non-resident:
• To be deposited through resident buyer
• Using PAN-based challan
• TAN requirement removed

One-Time Foreign Asset Disclosure Scheme (6 months)

Applicable to students, young professionals, small taxpayers

Category A
• Undisclosed income / asset up to ₹1 crore
• Pay:
• 30% tax + 30% penalty
• Immunity from prosecution

Category B
• Asset value up to ₹5 crore
• Pay:
• ₹1 lakh fee
• Full immunity from penalty & prosecution

Litigation & Penalty Reforms
• Assessment & penalty proceedings to be combined into single order
• No interest on penalty amount during appeal
• Pre-deposit reduced from 20% → 10%
• Taxpayers allowed to update returns even after reassessment begins
• Additional tax: 10% extra

Prosecution Decriminalisation
• Technical defaults converted into fees instead of penalties
• Minor offences → fine only
• Serious offences:
• Simple imprisonment
• Max term reduced to 2 years
• Non-disclosure of foreign assets below ₹20 lakh:
• Immunity with retrospective effect from 1 Oct 2024

Cooperative Sector Relief
• Deduction extended to cooperative societies supplying:
• Cattle feed & cotton seed
• Inter-cooperative society income:
• Allowed as deduction if distributed to members
• Dividend exemption (3 years) for notified national cooperative federations
• Only if passed on to member cooperatives

IT & ITeS Sector Boost
• All IT, ITeS, KPO, R&D services grouped under single IT services category
• Safe harbour margin: 13.5%
• Turnover limit raised:
• ₹300 crore → ₹2,000 crore
• Automated approval — no officer discretion
• Safe harbour valid for 5 years
• Fast-track APA:
• Completion within 2 years (+6 months extension)

Global Investment & Manufacturing
• Tax exemption till 2047 for foreign cloud service companies using Indian data centres
• 15% safe harbour for related-party data centre services
• 2% margin safe harbour for component warehousing
• 5-year tax exemption for non-residents supplying capital goods to Indian manufacturers in bonded zones

Global Talent Incentive
• Exemption on foreign-sourced income of non-resident experts
• Valid for 5 years under notified schemes
• MAT exemption for non-residents taxed on presumptive basis

Accounting & Compliance Simplification
• ICDS to be merged into Indian Accounting Standards
• Separate ICDS compliance to be abolished from AY 2027-28
• Definition of “Accountant” rationalised
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🌍 Top 10 contributors to global real GDP growth (2026)

1．🇨🇳 China — 26.6%
2．🇮🇳 India — 17.0%
3．🇺🇸 United States — 9.9%
4．🇮🇩 Indonesia — 3.8%
5．🇹🇷 Türkiye — 2.2%
6．🇳🇬 Nigeria — 1.5%
7．🇧🇷 Brazil — 1.5%
8．🇻🇳 Vietnam — 1.6%
9．🇸🇦 Saudi Arabia — 1.7%
10．🇩🇪 Germany — 0.9%

📌 China + India alone = 43.6% of global growth
📌 Asia-Pacific accounts for ~50% of total growth

Source: IMF
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*29/01/2026*
BSE: +221(82566)
NSE: +76(25418)
BNF: +359(59957)
MID: +0(45112)
SML: −94(47749)
FII|FPI in ₹: (−393.97Cr)
DII in ₹: +2638.76Cr
B. Crude$: 70
Gold$:5275=₹: 176645
Silver₹: 414500
$/₹: 91.95
6.33: 2035 G-Sec: 6.70
NSE 100 PE: 22.12
$ Index: 96.37
VIX: 13.37 −0.15 (1.15%)


*FIIs FY25-26 in ₹*
MTD: (−39573.21Cr)

*DIIs FY25-26 in ₹*
MTD: +65719.21Cr
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U.S. (JAN) FED INTEREST RATE DECISION ACTUAL: 3.75% VS 3.75% PREVIOUS; EST 3.75%

FED: INFLATION REMAINS SOMEWHAT ELEVATED

FEDERAL RESERVE LEAVES KEY OVERNIGHT INTEREST RATE UNCHANGED IN 3.50-3.75% RANGE, NO LONGER JUDGES DOWNSIDE RISKS TO EMPLOYMENT AS RISING

FED: UNEMPLOYMENT RATE HAS SHOWN SOME SIGNS OF STABILIZATION, JOB GAINS HAVE REMAINED LOW

FED: UNCERTAINTY ABOUT THE ECONOMIC OUTLOOK REMAINS ELEVATED
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*Mkt. Updates :*

*GIFT NIFTY +80 (25160) from Friday's last trade 25080*

*Nikkei -64 pts ,*
*Hangseng +98 pts ,*

Now @6.52am .

Dow +313.69 pts ,Nsdq +100.11 pts, S&P +34.63 pts , Bovespa -137 Pts , Ftse +5 Pts , Dax +32 pts , Cac -11 pts , Crude @ $60.80 brl (+0.17) Brent @ $65.59 brl (+0.00) , Gold @ 5045.50 (-37.10), Silver @ $107.44 (-0.01), Euro @ $1.188 , JPY @ $154.20 , INR @ 91.705


*🔹US GOVT. 10-YR YIELD : 4.23%*


*Today's Corporate Action, 27-01 Ex Date :*

Dr Lalchandani Labs Ltd
Right Issue of Equity Shares
Ksolves India Ltd
Interim Dividend - Rs. - 5.0000
Persistent Systems Ltd
Interim Dividend - Rs. - 22.0000
SRF Ltd
Interim Dividend - Rs. - 5.0000
UNITDSPR
Interim Dividend - Rs. - 6.0000
WIPRO
Interim Dividend - Rs. - 6.0000


*Today's Board Meetings, 27-01 Ex Date :*

APTPACK
General;Quarterly Results  
ASIANPAINT
Quarterly Results    
BIKAJI
Quarterly Results    
CGPOWER
Quarterly Results    
EMKAY
Quarterly Results    
GOPAL
General;Quarterly Results;Interim Dividend
MAHLOG
General;Quarterly Results  
MARICO
Quarterly Results    
SUMICHEM
Quarterly Results    
VAIBHAVGBL
Interim Dividend;Quarterly Results
WEWORK
Quarterly Results  


*SEC. IN F&O BAN FOR, 27-01-26*

*1. SAMMAANCAP*


*Today's Alert :*

*RBI to Conduct Auction of SDLS BONDS for INR 398 BILLION*
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THE CHANGING WORLD ORDER
https://x.com/RayDalio/status/2014050059210371544?s=20
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India to become upper middle income country soon! Per capita income to rise; economy set to be 3rd largest
https://timesofindia.indiatimes.com/business/india-business/india-to-become-upper-middle-income-country-soon-per-capita-income-to-rise-economy-set-to-be-3rd-largest/articleshow/126672553.cms?utm_source=app&utm_medium=share&utm_campaign=social_share
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https://m.economictimes.com/mf/mf-news/individual-investors-holding-in-nse-listed-companies-surges-5x-to-rs-84-lakh-crore-since-pandemic-nse-pulse-report/articleshow/126674082.cms
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Silver climbed above $89 per ounce on Wednesday, hitting fresh record highs as investors sought safe-haven exposure amid geopolitical tensions, rising fiscal debt, and concerns over the independence of the US Federal Reserve.

Expectations of further Fed rate cuts this year also underpinned prices, following US inflation data that largely met forecasts.

Robust investment flows and strong industrial demand, driven by the global transition to clean energy technologies and artificial intelligence, further supported the bullish outlook.

On the supply side, silver remains in a multi-year deficit, exacerbated by tight liquidity in the London market.

Tariff uncertainties and the metal’s designation as a critical mineral in the US added further price support.
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Apple and Google Gemini: The Real Story Behind the AI Alliance https://www.gizchina.com/apple/apple-and-google-gemini-the-real-story-behind-the-ai-alliance
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*News Headlines from Business News Agencies :*

*Business Standard :*

📝 India, Germany to advance deals in semiconductors, green energy, mobility

📝 Life insurance new business premiums rise nearly 40% in December 2025

📝 Multi-tech pathway approach key to achieving energy security goals: Toyota

📝 Municipal bond issuances hit record high in FY26 so far amid fiscal support

📝 Uber targets India's $13 billion corporate transportation market

📝 Govt to meet fiscal deficit target of 4.4% in FY26, may even better it: PwC

📝 Micro fertiliser industry seeks uniform 5% GST ahead of upcoming Budget

📝 Volvo India eyes all-electric future as GST 2.0 lifts mild-hybrid demand

📝 India to deepen engagement with Singapore-based ship safety agency

📝 NSE IPO nod likely by month-end, says Sebi chief Tuhin Kanta Pandey


*Economic Times :*

📝 NTPC to set up coal-to-SNG project at Rs 10,000 crore capex in Chhattisgarh

📝 RBI advocates disclosure of NPA, inspection info; banks oppose; matters in CIC

📝 India auto ancillary sector poised to benefit from demand upcycle, EV push: Report

📝 Lodha Developers acquires 5 land parcels in Q3 to build projects worth Rs 34,000 cr

📝 India proposes forcing smartphone makers to give source code in security overhaul: Report

📝 Mahindra expects sales momentum to sustain in 2026 as SUVs continue upward march

📝 Volkswagen suffers more than rivals from auto industry woes amid global uncertainty

📝 Haleon Appoints Former Castrol MD Kedar Lele as India Subcontinent President

📝 Reliance Industries in talks for US permit to buy Venezuelan oil: Report

📝 Signature Global Q3 sales bookings fall 27 pc to Rs 2,020 cr on lower housing sales


*Mint :*

📝 Jio to launch AI platform; Mukesh Ambani pledges ₹7 tn for Gujarat

📝 FMCG players witness strong Q3 recovery on demand surge, margin expansion

📝 India, China to lead global energy transition post-US exit: UN Energy official

📝 FPI selling hits ₹11,800 crore in January so far.

📝 Indian Railways to test galvanized rails for humid, coastal zones

📝 India taps more export markets as US trade deal remains elusive

📝 US banks raise concern over Trump's plan to slash credit card rates raise

📝 Walmart to join Nasdaq 100 from January 20 as AstraZeneca exits the index
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NSE: TRADING HOLIDAY ON JANUARY 15, 2026 ON ACCOUNT OF MUNICIPAL CORPORATION ELECTION IN MAHARASHTRA STATE
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Nifty50
10 Consecutive Years of Green!
@AlliesFin

2016: +3.0%
2017: +28.6%
2018: +3.2%
2019: +12.0%
2020: +14.9%
2021: +24.1%
2022: +4.3%
2023: +20.0%
2024: +8.8%
2025: +10.5%
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