Opening Recap
Market Pulse Indian equities sprinted yesterday with Dalal Street adding over ₹30 lakh crore in wealth, while Bitcoin forecasts and a major AI deal kept traders on their toes.
Key Movers Vikas Khemani’s report “Financials, consumption and manufacturing to lead next market upcycle” and Meta’s planned Manus acquisition drove chatter, alongside the Lighter DEX’s LIT token airdrop.
Macro & Politics Europe’s green push, detailed in “MANDY GUNASEKARA: Europe’s Green Agenda Continues To Pick America’s Pocket”, is hiking U.S. costs, and Greece’s airport privatization saga underscores emerging-market political tail risk.
What’s Next Keep an eye on SEBI’s 96 upcoming IPOs for 2026 and fresh China manufacturing data set to filter through today.
Unfiltered Market Commentary
Everyone’s missing how the 96 SEBI-approved IPOs lining up for 2026 are a hidden threat—paper gains in Indian markets look great until fresh supply drowns out demand. If you’re chasing those freebies, you’ll regret it when rate normalization bites, and as Vikas Khemani notes in “Financials, consumption and manufacturing to lead next market upcycle” (The Times of India), only disciplined banks will survive the gauntlet. It’s a hell of a lot of new supply.
The LIT token airdrop in “Lighter DEX launches LIT token with 25% airdrop” (CoinDesk) and Meta’s Manus play from “Meta to buy Chinese startup Manus in deal worth ‘$2- $3 billion’ to boost advanced AI” (Livemint) show how sentiment can drive wild swings—one in unregulated crypto turf, the other in big-tech M&A. Both bets hinge on enforcement: indexed fines for token abuse or regulatory approvals for Manus integration. Speculators and funds alike will pay when due diligence is skipped.
Don’t sit on the sidelines—trim speculative crypto exposure but play the correction by locking in bank stocks with strong balance sheets and a cautious slice of targeted IPOs, while watching Europe’s green agenda in “MANDY GUNASEKARA: Europe’s Green Agenda Continues To Pick America’s Pocket” (The Daily Caller) for energy winners. That’s where convictions turn into returns.
📈 Breaking Financial News
Financials, consumption and manufacturing to lead next market upcycle: Vikas Khemani
Veteran market participant Vikas Khemani anticipates a constructive phase for Indian equities in the coming year, driven by converging factors of earnings growth, valuation comfort, and policy support. He believes the market is poised for a rebound after a pe…
The Times of India
Investors' wealth surges by Rs 30.20 lakh cr in 2025 as stock markets post decent gains
Dalal Street investors became richer by Rs 30.20 lakh crore this year, helped by over 8 per cent surge in the BSE benchmark Sensex, despite facing multiple headwinds in the form of foreign fund exodus, tariff-related uncertainties, elevated valuations and a w…
The Times of India
96 Sebi-approved IPOs worth Rs 1.25 lakh crore waiting to hit market in 2026: Report
After a record-breaking IPO year in 2025, India’s IPO pipeline for 2026 remains strong, with over 200 companies seeking regulatory approval. While subscription levels and listing gains moderated, analysts remain optimistic, citing valuation discipline and mar…
The Times of India
2026 Bitcoin Price Predictions: What Banks, Institutions And Experts Forecast
After a year in which many prominent 2025 Bitcoin calls proved wide of the mark, the 2026 forecast slate is being framed less as “targets” and more as scenario ranges: mostly bullish, but with a long bearish tail that stretches as far as $10,000. A Wu Blockch…
newsBTC
Incentivizing good behaviour through smarter, indexed fines
India is moving towards decriminalizing minor offenses, replacing jail time with monetary fines. This reform aims to boost ease of doing business and living. However, for fines to be effective deterrents, they must be linked to an offender's financial capacit…
The Times of India
🔍 Market Analysis & Insights
Lighter DEX launches LIT token with 25% airdrop
The LIT token supply is split evenly between the ecosystem and team/investors, with a portion airdropped to early participants.
CoinDesk
Success stories run aground: Family civil wars that destroyed businesses
From the Rammou sisters of Market In and the Pavlidis siblings of the marble industry to the Domazakis (Creta Farms), Malamatina and Karnesis families, family ties turned into a “War of the Roses,” cutting short successful trajectories The post Success storie…
Protothema.gr
Meta to buy Chinese startup Manus in deal worth ‘$2- $3 billion’ to boost advanced AI
Meta to buy Chinese startup Manus to boost advanced AI
Livemint
The drama and the anger over the road blockades, the Karystianou party…
At COSCO they are getting nervous & the “royal” landing The post The drama and the anger over the road blockades, the Karystianou party (where it draws support from), the Kotsovolos deal with Amoiridis–Savvidis, Egnatia and the 22 airports, the Filippou fami…
Protothema.gr
How coastal weather and city traffic impact your car’s resale price in Chennai
Chennai’s unique coastal climate and heavy traffic conditions significantly impact vehicle depreciation. This article explores how specific local factors like salt corrosion, flood history, and market demand influence resale prices. It also guides sellers on …
The Times of India
Why Are 21 Billionaires Moving Their Money ASAP?
Under the surface of the U.S. financial system… One of the biggest stock market events in 25 years is rapidly unfolding… The economist who predicted the 2008 Financial Crisis says it will be: “The Biggest Crash of Our Lifetime.” Soon your favorite tech stocks like Nvidia, Apple, Microsoft, Google , and hundreds more could come crashing down…
💰 Investment Opportunities
Indian markets show resilience in 2025, add ₹30 lakh crore to investor wealth
Dalal Street added Rs 30.2 lakh crore investor wealth in 2025 as Sensex rose over 8%, driven by domestic inflows despite FII outflows and global risks.
BusinessLine
Novo Nordisk's ‘long game' on weight loss drugs sparks hope in science, but the Street is impatient
The medicine developed by the100-year old Danish drugmaker may impact patients' brains in surprising ways
CNBC
Elon Musk envisions humanoid robots everywhere. China may be the first to make it a reality
China has made the development of humanoid robots a strategic priority in its tech battle with the U.S.
CNBC
MANDY GUNASEKARA: Europe’s Green Agenda Continues To Pick America’s Pocket
President Donald Trump has made significant progress in fixing America’s broken economy. After inheriting a total mess with rampant inflation, expensive groceries, and home ownership becoming out of reach, most Americans can now see that the economic nightmar…
The Daily Caller
The Enshittifinancial Crisis
Soundtrack: Lynyrd Skynyrd — Free Bird
This piece is over 19,000 words, and took me a great deal of writing and research. If you liked it, please subscribe to my premium newsletter. It’s $70 a year, or $7 a month, and in return you get a weekly newsletter th…
Wheresyoured.at
There's a HUGE Downside to This Bull Market (And It's Not a Crash)
Stocks, real estate, gold, and bitcoin are hitting record highs month after month. But one multi-millionaire investor says this is unlike any bull run we've seen before. “There's a dark reason why so many assets are levitating—it's a sign we've entered the Most Terrifying Bull Market in History.” For the full story, click here.
