Opening Recap
Market Pulse: Equities drifted as Indian benchmarks ended in a tight range, reflecting cautious sentiment after a year of muted returns. Investors seem caught between profit-taking and year-end positioning as 2025 limps to a close.
Key Movers: InMobi’s pursuit of $150 million in pre-IPO funding and Meta’s $2 billion bid for Manus have dominated headlines. Add Warren Buffett’s last day at Berkshire and you’ve got a mix of tech-driven deal flow and corporate governance twists.
Macro & Politics: Delhi’s push to fast-track business filings under the ‘reform express’ is touted as a game-changer, but bureaucratic inertia could slow its impact. Still, reduced paperwork may finally loosen the shackles on private sector growth.
What’s Next: Eyes are on Dipan Mehta’s analysis of autos, IT services and pharma leading 2026 recovery and Rajat Sharma’s call for an IT-fintech comeback when markets reopen.
Unfiltered Market Commentary
What everyone’s missing is the valuation landmine lurking in defense stocks. Dipan Mehta flags autos, IT services and pharma as tomorrow’s leaders (The Times of India), yet contemporaries are piling back into defence names trading at multiples that’d make you flinch. Ignore that risk at your own peril.
Now pair that with InMobi’s pre-IPO fundraising dance (Livemint) and CapitaLand’s S$150 million data-centre splash to see a theme: digital and infrastructure convergence. Data-hungry AI workloads will need bricks and bytes, and smart capital is sniffing out both sides of the balance sheet.
If you ask me, it’s time to trim hypervalued defense plays and pivot into IT, pharma and select real-asset vehicles. Take a hard look at Manus’s tech assets after Meta’s $2 billion bet and align with Rajat Sharma’s fintech resurgence thesis—if you’re chasing returns in 2026, that’s where the edge is.
📈 Breaking Financial News
After a disguised bear market in 2025, 3 sectors in focus as 2026 promises better returns: Dipan Mehta
Market veteran Dipan Mehta expects 2026 to be a turnaround year for Indian equities after a tough 2025. He highlights autos, IT services, pharma and export-oriented sectors as key opportunities, urges caution on fully valued defence stocks, and explains why s…
InMobi in talks with bankers, investors to raise up to $150 mn ahead of IPO plans
Adtech firm InMobi is in early talks to raise $100–150 million in a pre-IPO round to realign its cap table and set valuation benchmarks ahead of a planned FY27 public listing.
Stamp duty vs deal value: Homebuyer gets relief as ITAT Mumbai rejects addition of Rs 18 lakh income by tax dept for property valuation gap
A Mumbai homeowner has won a significant tax case. The Income Tax Appellate Tribunal ruled in his favour, deleting an Rs 18.95 lakh income addition. The tax department had questioned the difference between the property's agreement value and its stamp duty val…
IT, Fintech poised for a comeback as market leadership expands ahead of 2026: Rajat Sharma
As India approaches 2026, investors are shifting focus from dominant sectors to lagging ones like IT, real estate, and platform businesses. Rajat Sharma sees significant opportunity in IT, citing depressed valuations and potential currency tailwinds, while al…
What is Manus, the Chinese-founded AI startup Meta is buying for over $2 billion?
Meta is buying Manus for over $2 billion. Here's what the AI agent does, who built it, and why the deal matters.
“I said ‘SELL' before this stock dropped 90%.”
Today, I'm shouting ‘BUY NOW' before it's too late. In 2000, Eric Fry told Barron's magazine that investors should sell a very popular dot-com stock just before it plunged 90%. Today, Eric is saying the exact opposite about it – “BUY NOW!” This same company is now the lifeblood of AI data centers – yet it's completely undervalued. He says anyone who owns Nvidia stock would be well-served to sell those shares and buy this under-the-radar play instead. Get Eric's full take on the situation right here…
🔍 Market Analysis & Insights
India boards ‘reform express' in 2025, puts people before paperwork
Year ender 2025: This year, India embarked on sweeping economic reforms that transformed its financial landscape. The Goods and Services Tax was streamlined with revised rates, and the income tax framework saw a comprehensive overhaul. Labour laws were update…
MCX shares rise 3% to hover near record high as Morgan Stanley upgrades stock to ‘equal weight’
MCX shares rose on Wednesday, nearing their 52-week high after Morgan Stanley upgraded the stock to ‘Equal Weight’ and raised its target from Rs 6,710 to Rs 11,135. The brokerage highlighted a sharp rise in Average Daily Transaction Revenue, driven largely by…
IFCI shares gain over 7% after stake sale in NEDFi for Rs 122 crore
IFCI shares rise 7.3% to Rs 54.12 after selling 10% stake in NEDFi for Rs 121.77 crore. Despite trading below 52-week high, strong institutional interest, robust quarterly net profit, and mild bullish technical indicators highlight improving investor confiden…
Warren Buffett retires today: Berkshire faces its first dawn without the Oracle of Omaha
Warren Buffett concludes his long tenure as Berkshire Hathaway CEO today. Gregory Abel assumes day-to-day leadership. Investors now assess Berkshire's future without Buffett's direct operational guidance. The conglomerate, built into a financial giant, faces …
Deepak Fertilisers and Petrochemicals shares rally 5% after recent decline
Deepak Fertilisers shares rose on Wednesday, rebounding after a two-day decline amid renewed buying interest. The stock saw intraday volatility between Rs 1,233 and Rs 1,284 and is valued at a market cap of Rs 15,262.15 crore. While up just 7% over the past y…
History-Making Stocks Rarely Make Headlines.
While Nvidia makes all the headlines, this little-known company is already beginning to surpass Nvidia's stock gains this year as data center growth surges. I believe this stock could soar in the next 12-24 months, potentially leaving Nvidia in the dust. I want to give you the name, ticker and my full analysis today – because I know you certainly won't hear about this stock in the mainstream financial media. Click here to get all the details…
💰 Investment Opportunities
Who is Oleg Tinkov? Ex-Russian billionaire claims he lost $9 billion in a day for an Instagram post
cOleg Tinkov used to be one of the richest people of Russia, a banking tycoon and an entrepreneur. Oleg Tinkov founded Tinkoff Bank in 2006, and was one of Russia's wealthiest bankers at a time.
Bayern Munich News: FC Bayern eyeing Tottenham Hotspur youngster for center-back needs; Real Madrid, Bayern vying for Kees Smit; A call for Harry Kane to return to Spurs; and MORE!
FC Bayern could have competition for Nico Schlotterbeck.
CapitaLand India Data Centre Fund raises S$150 million, to buy 20.2% in three assets for S$99.7 million
CapitaLand Investment Limited's CapitaLand India Data Centre Fund has secured S$150 million in its first close, acquiring a 20.2% stake in three AI-ready data centre projects from CapitaLand India Trust. The fund, targeting S$300 million, will invest in asset…
Will Berkshire Hathaway still be a millionaire maker after Warren Buffett? The $700 billion question facing investors
Warren Buffett’s exit as CEO marks the end of a six-decade era at Berkshire Hathaway, where investing in the stock was largely a bet on his leadership. As he hands over control to longtime deputy Greg Abel on December 31, investors are questioning whether Ber…
The Great Divide: When the mood overtakes the math
Indian markets experienced significant shocks, including a depreciating rupee and massive FII sell-offs, despite a robust macro environment. This disconnect, driven by AI trade flows and trade deal delays, led to broader market carnage. However, with valuatio…
White House Insider Buck Sexton: “Trump's Next Move Will Shock the World”
It could dramatically increase U.S. power… and trigger a massive American market boom the likes of which we haven't seen in 75 years. Get the details here now.
