Market Bizzz

As global macro conditions shift, investors are rethinking asset allocation for 2026. Gurmeet Chadha of Complete Circle Consultants highlights constructive prospects for Indian equities, caution on silver, moderation in global AI-led trades, and potential outperformance in long-duration bonds, supported by fiscal strength and likely inclusion in the global bond index.

Sebi Chairman Tuhin Kanta Pandey said the regulator is in the advanced stages of granting a no-objection certificate for the long-pending NSE IPO, likely within this month. NSE’s listing process, delayed since 2016 due to regulatory clearances, has progressed after corrective measures and the settlement of past cases.

Bank of America acquired over 2 lakh shares of MTAR Technologies for Rs 55 crore in a bulk deal, paying a 6% premium. MTAR Technologies shares surged 6.69% to Rs 2,688.30, hitting a 52-week high. The company, involved in high-precision engineering for aerospace and energy, reported a decline in net profit and revenue for the September 2025 quarter.

The U.S. unemployment rate dropped to 4.4%, potentially easing Federal Reserve concerns about labor market weakness. Traders now anticipate Federal Reserve Chair Jerome Powell’s final rate cut has occurred, with future easing decisions likely falling to his successor. While job growth was weaker than expected, the jobless rate decline offers the central bank breathing room.

Indian Energy Exchange shares are under scrutiny today. The Electricity Appellate Tribunal hears arguments in the market coupling case. This case could change how electricity prices are discovered. The Central Electricity Regulatory Commission is willing to take directions from the tribunal. Investor sentiment has improved following recent developments. The outcome will shape the future of power exchanges.

Oil prices are climbing for a second day. This surge is driven by uncertainty over Venezuela’s oil supply and growing concerns about output from Iran due to civil unrest. Major oil companies are vying for U.S. government deals to export Venezuelan crude. Protests in Iran over economic hardship are also contributing to supply worries.

We have collated a list of recommendations from top brokerage firms from ETNow and other sources.

Warner Bros Discovery’s board has rejected Paramount Skydance’s latest acquisition offer. The board stated the bid involves excessive debt, posing a significant risk. They are proceeding with a deal with Netflix. This intense bidding war is closely watched in Hollywood’s evolving media landscape. The valuation of Warner Bros’ Discovery Global spin-off remains a key issue.

Alphabet has surged to become the world’s second most valuable company, surpassing Apple with a market capitalization of $3.88 trillion. This significant rise is fueled by strong performance in its generative AI platform, Gemini, and its leading position in the robotaxi market through Waymo. Nvidia continues to hold the top spot.