Stock recommendations for 28 January from MarketSmith India

Nifty Metal led the charge, surging nearly 3%, with Adani Enterprises and JSW Steel emerging as top performers. The banking sector also provided significant tailwinds, notably from Axis Bank (+5%) following robust quarterly results. On the other hand, Nifty Auto and FMCG faced selling pressure, with Mahindra & Mahindra dragging after profit-booking. Despite the headline…

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Buy or sell: Amid India-EU Free Trade Agreement buzz, Vaishali Parekh recommends three intraday stocks to buy today

Buy or sell stocks: The Indian stock market continued to trade with a measured and cautious undertone. The finalization of the India–EU Free Trade Agreement lent some support to investor sentiment amid a broader risk-off environment triggered by Trump’s tariff measures. However, sustained selling by foreign portfolio investors and muted third-quarter corporate earnings growth capped…

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Treasury Yield Trend Revived by Consumer Confidence Slump

(Bloomberg) — A rally in short-maturity Treasuries sparked by slumping consumer confidence re-started last year’s yield-curve steepening trend that had run aground this month. The unexpected drop in the Conference Board’s gauge of consumer sentiment in January to the lowest level in more than a decade fortified the prospect of two Federal Reserve interest-rate cuts…

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Budget 2026: Tax relief, import duty review to skilling support: Jewelery sector’s wish list for FM Nirmala Sitharaman

As the Union Budget 2026–27 approaches, India’s gems and jewelery industry is calling for a mix of demand-boosting measures, tax rationalization and structural reforms to navigate price volatility, global trade uncertainty and evolving consumer preferences. Gold and silver prices have been trading at record high levels, making jewelery costlier for consumers. Gold prices have rallied…

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India-EU free trade agreement finalised: Which sectors and stocks to benefit? explained

India-EU free trade agreement: India and the European Union (EU) reached a long-awaited free trade agreement on Tuesday, January 27, as both parties aim to safeguard their interests amid changing relations with the US. Following nearly 20 years of intermittent discussions, this agreement will enable India to expand its extensive and previously restricted market to…

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