Markets anticipate a mildly positive start on January 13, 2026, supported by strong global cues as the Q3 earnings season gains momentum.

Key Themes & Picks

• GIFT Nifty signals a firm opening, supported by strong global gains.

• Q3 earnings season kicks off with mixed reactions to TCS results.

• Focus shifts to stock-specific opportunities in paints, banking, and IT.

• Key picks: Asian Paints and HCL Technologies highlighted for potential upside.

• Nifty resistance near 26,000 may cap gains amid earnings volatility.

The Indian markets staged a bullish recovery on January 12, snapping a five-day losing streak amid optimism over resumed US-India trade talks and strong IT earnings kickoff. Overall sentiment turned positive, driven by gains in metals and banking sectors, though IT results showed mixed profits due to exceptional charges. Key themes included corporate earnings, foreign investment flows, and global trade cues pressuring consumer giants.

Markets face a flat to mildly negative start on January 12, 2026, as global cues remain mixed and selling pressure persists ahead of key Q3 earnings.

Key Themes & Picks

• GIFT Nifty signals a subdued start, reflecting persistent selling pressure.

• Cautious sentiment prevails ahead of major IT and banking results.

• Healthcare and financials see renewed focus amid regulatory updates.

• Key picks: Fortis Healthcare and Equitas Small Finance Bank highlighted.

• US-India trade developments remain a key volatility monitor.