Market Bizzz

Indian markets closed strongly after the India–US trade deal, snapping Nifty’s losing streak. Lower volatility, firm technical supports and selective sector strength support cautious optimism, though earnings visibility, FII consistency and IT sector weakness warrant consolidation and stock-specific strategies next week.

The Dow surged above 50,000 points for the first time Friday, shrugging off worries connected to artificial intelligence companies while traders focused on the prospects for US growth and Federal Reserve interest rate cuts. Earlier milestones for the Dow include when it hit 40,000 points in May 2024 and 30,000 points in November 2020.

Dish TV reported a net loss of approximately Rs 276 crore for Q3 FY26, sharply higher than the loss of around Rs 47 crore reported in the same quarter last year. The company reported exceptional items of around Rs 70 crore during the quarter, taking the loss before tax to about Rs 276 crore.

Cboe Global Markets has surpassed Wall Street profit expectations for the fourth quarter. Increased market volatility fueled options trading volumes, driving strong revenue. The exchange is focusing on growth areas like prediction markets and crypto. Cboe is also streamlining operations by exiting businesses in Australia and Canada.

Sachin Sawrikar of Artha Bharat Investment Managers advocates a balanced long-term asset allocation, with 50-60% exposure to Indian assets and up to 30% in global equities. He highlights valuation discipline, currency risks, trade agreements, and selective use of commodities as key factors shaping portfolio construction.

BofA Global Research’s Amish Shah is booking profits in defence stocks after a sharp rally, citing stretched valuations despite a strong Budget capex push. Shah prefers rotating into rate-sensitive cyclicals and sees Nifty at 29,000 by December 2026, with earnings growth expected to accelerate in FY27.

Suzlon Energy reported a 15% year-on-year rise in Q3FY26 profit to Rs 445 crore, supported by strong revenue growth, higher volumes, and margin expansion. The company posted record deliveries, a robust order book, and a net cash position, reinforcing confidence in its clean energy growth strategy.

Many companies will reveal their December quarter earnings today. Bharti Airtel is expected to show healthy revenue and profit growth. Hero MotoCorp anticipates strong results driven by festive demand and better product mix. Investors are watching these key announcements closely for market direction.

Trent shares are in focus after the retailer reported a 3% rise in Q3FY26 consolidated profit and a 15% jump in revenue. Strong standalone performance, expanding store network, and stable margins across Westside and Zudio highlight sustained demand and operational discipline, keeping the stock on investors’ radar.