Indias recent trade agreements signal a strategic shift toward competitiveness-led global integration. By improving tariff parity and market access with major economies, India is strengthening export visibility, funding its current account deficit sustainably, and positioning itself as a key participant in global manufacturing and services supply chains.
On the other hand, geopolitical risks are still high. Global risk indicators continue to show heightened concerns around interstate tensions and geoeconomic confrontation through 2026. Such uncertainty can keep volatility high in commodity marketseven if spot prices are taking a breather.
The index is attempting to fill last weeks downside gap, and the crucial support at the 200-DMA near 25,300 is likely to be tested in the near term, Jain added.
Nifty ended sharply lower as broad-based selling pushed the index below key technical levels, with volatility rising. Rupak De of LKP Securities warned of near-term weakness toward 25,000 unless resistance is reclaimed. Technical analysts suggested buying Kirloskar Oil Engines and Bajaj Finance on breakout patterns.
Technical strategist Rupak De of LKP Securities warns that a break below the 20-day moving average has weakened Niftys near-term structure. Rising volatility and breached supports suggest downside risk toward 25,000 unless resistance levels are reclaimed, while selective opportunities remain in defence and banking stocks.
LIC MF Technology Fund is a sectoral equity NFO opening this week, focused on technology and technology-related companies. The open-ended scheme aims to capture Indias digital transformation through diversified exposure to tech, internet, data centres and e-commerce, offering long-term capital appreciation for investors seeking thematic growth over the long term.
Retail investor participation shifted sharply in the December quarter, with several large-cap and PSU stocks seeing notable declines in individual shareholders. This analysis lists the ten companies with the steepest retail exits between September and December 2025, highlighting trends in investor behaviour amid changing market conditions and sector-specific sentiment shifts.
Analyst forecasts provide a strategic view of future market potential beyond headline numbers. This analysis highlights ten Nifty500 stocks identified using consensus estimates from Trendlyne, focusing on companies with sequential earnings growth, multi-analyst coverage, and strong upside potential over the next 12 months.
