WEEKLY REPORT
Benchmark indices Sensex and Nifty ended the truncated week largely flat amid elevated volatility, weighed down by global trade uncertainties, geopolitical tensions, mixed global cues, and sustained FII outflows.
Over the week, the BSE Sensex index added 440.78 points or +0.53% to finish at 83570.35, while the Nifty50 index rose 162.85 points or +0.64% to finish at 25694.35.
During the week, the State Bank of India added the most to its market capitalisation, followed by Infosys, UltraTech Cement, and Tata Steel. In contrast, Larsen & Toubro, Reliance Industries, and Maruti Suzuki India saw the largest erosion in market value.
Sectorally, Nifty Consumer Durables, Realty, Pharma, and Healthcare shed 2 percent each, Nifty Auto index slipped 1.75 percent, and Nifty Media index was down 1 percent during the week. On the other hand, Nifty PSU Bank and Metal added 4.5% each, and the Nifty IT index rose 2.8%.
Among the broader market indices, the BSE Large-cap, BSE Mid-cap index, and the Small-cap indices added +0.68, +0.61, and +0.57 percen,t respectively, this week.
Foreign Institutional Investors (FIIs) extended their selling this week, also as they offloaded equities worth Rs 14,265.58 crore. In contrast, Domestic Institutional Investors (DIIs) provided support to the market, purchasing equities worth RS 16,173.69 crore.
The Indian rupee continued to weaken against the U.S. dollar during the week, slipping to 90.86 per dollar on January 16 from 90.16 a week earlier, with the currency moving in a band of 89.98-90.87.
ECONOMY NEWS
Unemployment rises to 4.8% in December
India’s unemployment rate increased to 4.8% in December 2025, up from the previous month, driven largely by higher urban joblessness. The rise in jobless numbers reflects slowing momentum in urban labour markets, even as rural employment held steady. Youth (15–29 years) unemployment also stayed elevated relative to overall rates.
China’s Growth slows down with raising policy pressure
China’s economic growth is likely to slow to 4.5% in 2026 and maintain the same pace in 2027, down from an estimated 4.9% in 2025. The expected deceleration increases pressure on policymakers to introduce further stimulus to support domestic demand, especially as exports to non-U.S. markets helped China rack up a record trade surplus last year.
STOCKS IN NEWS
Infosys
The shares of IT company Infosys jumped over 5.5 percent this week as strong Q3 earnings of Infosys boosted investor sentiment. The company reported a consolidated net profit of Rs 6,654 crore for Q3 FY26, marking a 2.2 percent year-on-year (YoY) fall from the Rs 6,806 crore net profit reported in Q3 FY25. Other IT shares also saw an increase.
NLC India
NLC India’s share price ended over 4.5 percent higher this week after the company signed a pact with the Gujarat government for the development of renewable energy projects. The project is for the development of large-scale renewable energy projects in the state, including solar, wind, hybrid and battery energy storage projects, with an aggregate investment potential of approximately ₹25,000 crore,” the company said in its exchange filing.
ICICI Prudential AMC
The shares of ICICI Prudential AMC jumped 12 percent over the week after the asset management company reported strong results for FY26. The company reported a net profit of Rs 917.09 crore for the October-December quarter of the ongoing financial year 2026. This marks a 45 percent year-on-year (YoY) rise from the Rs 631.84 crore net profit reported in the corresponding quarter of the previous financial year.
Just Dial
Just Dial share price ended 2.22 percent higher this week following the company’s mixed performance in the quarter ended December 2025 (Q3FY26). The company’s Q3 net profit declined 10.2% year-on-year to Rs 117.9 crore compared with Rs 131.3 crore in the same period last year.
Cipla
The shares of Cipla dropped almost 3.5 percent this week after the US FDA granted its final approval to rival Aurobindo Pharma for a generic version of Advair Diskus, which is a key respiratory drug used to treat patients suffering from asthma and chronic obstructive pulmonary disease.
Source – Moneycontrol, Reuters
