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The US economy remains the single most influential force in global financial markets. From equity flows to currency movements and commodity prices, decisions taken in Washington and by the US Federal Reserve ripple across economies worldwide. As we look ahead, understanding what to expect from the US economy in 2026 becomes essential for Indian investors, traders, exporters and policymakers.
In this blog, we break down the expected economic trends in the US for 2026 and explain how these developments could shape Indian stock markets, interest rates, currency movements and investment strategies.
After years of post pandemic recovery and policy tightening, the US economy is expected to enter 2026 with stable momentum. Most global institutions expect GDP growth to remain around the long term average rather than the sharp expansion seen earlier in the decade.
Key drivers include strong consumer spending, government infrastructure investment and continued capital expenditure in technology and artificial intelligence. At the same time, high base effects and tighter financial conditions could limit rapid growth.
For Indian investors, stable US growth is generally positive as it supports global risk appetite without creating excessive inflationary pressure.
Inflation is expected to trend closer to the US Federal Reserve’s comfort zone by 2026, though it may not settle perfectly at two percent. Wage pressures, energy prices and supply chain restructuring will continue to influence price levels.
Lower inflation reduces the need for aggressive monetary tightening and supports equity markets globally.
One of the most watched elements of the US economy in 2026 will be interest rates. If inflation continues to ease, the Federal Reserve may shift towards a more accommodative stance or maintain stable rates.
For India, this matters because lower US interest rates often lead to increased foreign portfolio inflows into emerging markets like India, improving liquidity and supporting equity valuations.
The US dollar’s trajectory in 2026 will depend largely on interest rate differentials and economic confidence. A stable or slightly weaker dollar typically benefits emerging market currencies, including the Indian rupee.
A stronger rupee can help reduce imported inflation for India, especially in crude oil and raw materials. However, exporters may face margin pressure if currency appreciation becomes sharp.
Foreign Institutional Investors closely track US bond yields and equity performance. If US yields remain stable and growth continues without shocks, India is likely to attract sustained FII inflows.
Historically, periods of US economic stability have coincided with strong performance in Indian sectors such as IT, banking, capital goods and consumer discretionary.
Trade policy remains a key variable. Any shift towards protectionism or tariff changes can affect Indian exports to the US, particularly in textiles, engineering goods and specialty chemicals.
However, diversification away from China continues to create long term opportunities for Indian manufacturers under the China plus one strategy.
From an Indian regulatory standpoint, SEBI continues to emphasize transparency, investor protection and risk management. Global volatility originating from the US economy reinforces the importance of disciplined investing, asset allocation and regulatory compliance.
Platforms like Swastika Investmart, a SEBI registered intermediary, play a crucial role by offering research backed insights, technology driven trading platforms and investor education that helps clients navigate global uncertainty confidently.
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Long term wealth creation depends on staying invested with a clear strategy rather than timing global events perfectly.
How will the US economy in 2026 affect Indian stock markets?
A stable US economy usually supports global risk appetite, leading to better FII inflows and positive sentiment in Indian equities.
Will US interest rate changes impact Indian investors?
Yes. Lower or stable US rates often encourage foreign investments into India, improving liquidity and market valuations.
Which Indian sectors are most influenced by the US economy?
IT, pharmaceuticals, metals and export oriented manufacturing sectors are most sensitive to US economic trends.
Is a weaker US dollar good for India?
Generally yes, as it supports the rupee and reduces import costs, though exporters may face some pressure.
Understanding what to expect from the US economy in 2026 is essential for making informed investment decisions in India. While global uncertainties will always exist, a balanced US growth outlook combined with easing inflation could create a supportive environment for Indian markets.
With expert research, robust trading platforms and strong customer support, Swastika Investmart helps investors stay ahead of global trends while focusing on long term financial goals.

• Financials, autos, and defence stocks dominated the gainers list
• IT stocks clearly underperformed and dragged the losers pack
• Sectoral rotation played a bigger role than overall market direction
• Stock-specific fundamentals mattered more than index movement
The last one year in the Indian equity markets has been a perfect example of how stock selection can make or break returns. While Nifty moved higher in phases, individual stocks showed extreme divergence. Some stocks delivered near 50 percent returns, while others corrected sharply despite being index heavyweights.
This sharp contrast makes it important to study Nifty’s top 5 gainers and losers of the last one year and understand what actually drove these moves. The insights are especially relevant for retail investors who often assume index stocks move together.
Indian markets over the past year saw a mix of strong domestic growth, sector rotation, and changing global cues. Capital flowed into sectors linked to consumption, defence, and financial services, while export-oriented IT stocks faced pressure.
What stood out was that leadership changed within the index itself. Defensive names struggled, while growth-focused businesses rewarded investors handsomely.
Bajaj Finance moved from around 694 to over 1009, delivering a return of about 45 percent. The stock benefited from consistent performance in retail lending, improving asset quality, and strong investor confidence in the NBFC space.
As credit demand stayed healthy and risk concerns eased, investors were willing to pay a premium for predictable growth.
Maruti Suzuki surged roughly 46 percent over the year, rising from about 11209 to 16377. Strong demand for passenger vehicles, better product mix, and improved margins helped the stock outperform.
The rally highlighted how consumption-led themes continued to attract long-term investors despite concerns around input costs.
Shriram Finance delivered close to 47 percent returns, moving from about 583 to nearly 859. The company gained from robust demand in the commercial vehicle financing space and improving profitability metrics.
This performance underlined the market’s preference for well-managed lenders with niche dominance.
Eicher Motors also rose around 47 percent, climbing from approximately 4885 to 7190. Strong Royal Enfield sales, improving exports, and operating leverage played a major role.
The stock reflected how brand strength and execution can drive rerating even in a competitive auto market.
Bharat Electronics gained about 33 percent, moving from around 294 to 390. The stock benefited from steady defence-related orders and positive sentiment towards indigenous manufacturing.
This performance showed how policy-driven sectors can generate stable returns during uncertain global conditions.
| S. No. | Top Gainer Stock Name | Price on 01/01/2025 | Price on 19/12/2025 | % Change |
|---|---|---|---|---|
| 1 | Bajaj Finance Ltd | 693.97 | 1009.10 | 45% |
| 2 | Maruti Suzuki India Ltd | 11208.30 | 16377.00 | 46% |
| 3 | Shriram Finance Ltd | 583.75 | 858.80 | 47% |
| 4 | Eicher Motors Ltd | 4885.30 | 7190.00 | 47% |
| 5 | Bharat Electronics Ltd (BEL) | 293.90 | 390.10 | 33% |
| 6 | SBI Life Insurance | 1400.40 | 2017.30 | 44% |
The common thread among gainers was earnings visibility and sectoral tailwinds. Financials benefited from credit growth, autos from domestic demand, and defence from structural government support.
Importantly, these stocks rewarded patience rather than short-term trading.
Trent was the biggest loser, falling nearly 43 percent from around 7068 to 4032. After strong previous rallies, the stock saw profit booking and valuation correction.
This highlighted how even quality retail stories can correct sharply when expectations run too far ahead.
TCS declined about 19.5 percent, dropping from roughly 4112 to 3311. Slower global IT spending and cautious client outlook impacted the stock.
Despite being a market leader, sentiment turned negative as growth visibility weakened.
Infosys fell around 12.4 percent over the year, moving from about 1883 to 1649. Deal delays and margin concerns weighed on investor confidence.
The correction showed that size does not guarantee downside protection.
HCL Tech declined nearly 13.9 percent, from around 1912 to 1646. Pressure on discretionary tech spending and sector-wide concerns played a role.
Wipro slipped close to 11.8 percent, falling from about 300 to 265. Weak revenue growth outlook kept the stock under pressure.
| S. No. | Top 5 Losers Stock Name | Price (Earlier) | Price (Latest) | % Change |
|---|---|---|---|---|
| 1 | Trent Ltd. | 7068.05 | 4032.20 | -42.95% |
| 2 | TCS | 4112.45 | 3310.60 | -19.50% |
| 3 | Infosys Ltd. | 1882.50 | 1648.90 | -12.41% |
| 4 | HCL Tech Ltd. | 1911.95 | 1646.20 | -13.90% |
| 5 | Wipro Ltd. | 300.30 | 264.75 | -11.84% |
| 6 | ITC | 456.80 | 400.95 | -12.23% |
| 7 | Power Grid | 310.40 | 260.20 | -16.17% |
The IT sector faced multiple headwinds. Global clients cut discretionary budgets, deal closures slowed, and currency benefits failed to offset growth concerns.
This resulted in a clear underperformance of IT stocks within Nifty, despite their heavyweight status.
For investors, this one-year period reinforced a key lesson. Index investing provides stability, but alpha comes from understanding sector cycles and company fundamentals.
The divergence between gainers and losers also highlighted why risk management and portfolio diversification are critical.
When markets show such sharp contrasts, relying on headlines alone can be costly. Research-driven investing helps identify when momentum is backed by fundamentals and when corrections are driven by structural issues.
Swastika Investmart, a SEBI-registered brokerage, supports investors with strong research tools, sector insights, and technology-driven platforms. Their focus on investor education and responsive customer support helps investors stay disciplined during volatile phases.
Why did financial stocks outperform the market?
Financial stocks benefited from strong credit demand, improving balance sheets, and better earnings visibility.
Why did IT stocks fall despite being large companies?
Slower global spending and weak growth outlook impacted sentiment across the IT sector.
Does one year performance decide long-term potential?
No. One-year performance reflects cycles. Long-term returns depend on consistent fundamentals.
Should investors avoid underperforming stocks?
Not necessarily. Some corrections create opportunities, but only after proper analysis.
How can retail investors manage such market extremes?
By diversifying portfolios, tracking fundamentals, and using research-backed platforms.
Nifty’s top 5 gainers and losers of the last one year clearly show that markets reward clarity and punish uncertainty. Sector rotation, earnings visibility, and valuations played a bigger role than overall index movement.
For investors, the takeaway is simple. Stay informed, stay selective, and stay disciplined.
If you want to invest with structured research, smart tools, and professional support, consider Swastika Investmart.

• Large-cap indices showed relative stability while mid and small caps saw sharper swings
• Sector-specific indices reflected clear rotation during the year
• Broader markets rewarded selective stock picking, not blanket investing
• Index behaviour highlights the importance of asset allocation and discipline
The Indian stock market rarely moves in a straight line, and this year was a clear reminder of that reality. While headline indices often grab attention, a closer look shows that different indices behaved very differently. Some rewarded patience, others tested investor nerves, and a few quietly outperformed without much noise.
Understanding how Indian stock market indices behaved this year is not just an academic exercise. It offers practical lessons for investors on diversification, risk management, and expectations. Let us break it down in a simple, investor-friendly way.
This year was shaped by a mix of domestic strength and global uncertainty. India’s economy remained resilient, supported by consumption, government spending, and stable banking health. At the same time, global cues like interest rate uncertainty and uneven growth kept volatility alive.
Against this backdrop, Indian indices did not move in sync. Performance depended heavily on market capitalisation, sector exposure, and earnings visibility.
Large-cap indices like Nifty and Sensex showed relatively steady movement through the year. While there were periods of correction, sharp crashes were largely avoided.
This stability came from strong balance sheets, predictable earnings, and leadership from sectors like financials, autos, and select industrials. For many long-term investors, large-cap indices acted as shock absorbers during volatile phases.
Large-cap indices may not always deliver eye-catching returns in a single year, but they provide consistency. Investors relying on these indices for core portfolio allocation benefited from lower volatility and smoother returns.
Midcap indices experienced higher volatility compared to large caps. There were phases of strong rallies driven by earnings optimism and liquidity flows. However, these rallies were often followed by sharp corrections when valuations stretched.
This behaviour reminded investors that midcaps amplify both opportunity and risk.
Midcap exposure needs discipline. Chasing momentum without valuation comfort proved costly for some investors. Those who focused on quality midcap businesses with earnings visibility fared better.
Small cap indices showed the widest swings this year. Periods of strong optimism were followed by equally strong sell-offs. Liquidity-driven moves played a major role, making price action more emotional than fundamental at times.
Retail participation was high, which added to volatility.
Small caps demand patience and strong research. Blind diversification within small caps did not work. Investors who treated small caps as long-term bets rather than quick trades managed risk better.
Financial and auto-related indices showed relative strength during the year. Stable demand, improving margins, and regulatory comfort supported these sectors.
Banks and NBFCs benefited from credit growth and healthy balance sheets, while auto companies gained from steady domestic consumption.
IT indices faced pressure due to global demand slowdown and cautious client spending. Defensive sectors also underperformed in phases when risk appetite improved.
This divergence highlighted how sector cycles matter as much as overall market direction.
One key takeaway from this year is that Indian markets are becoming more selective. Index-level movement no longer tells the full story.
SEBI’s continuous focus on transparency, governance, and investor protection has strengthened market depth. As a result, stock-specific fundamentals are playing a bigger role than broad market sentiment.
For investors, this means passive investing alone may not capture all opportunities.
Different indices serve different purposes. Large caps provide stability, midcaps offer growth, and small caps add optional upside. A balanced allocation helps smooth returns across cycles.
Many investors assume index returns reflect their portfolio returns. This year showed that stock selection within indices can lead to very different outcomes.
With divergence across indices and sectors, research-backed investing becomes critical. Understanding earnings quality, valuations, and sector trends helps avoid emotional decisions.
In a market where indices move differently, investors need more than basic tools. They need insights, timely analysis, and guidance.
Swastika Investmart, a SEBI-registered brokerage, supports investors with strong research capabilities, tech-enabled trading platforms, and a focus on investor education. Their customer support and analytical tools help investors interpret market trends rather than react to them.
Whether you are tracking index performance or building a diversified portfolio, access to reliable research adds confidence.
Why do different indices behave differently in the same year?
Because each index represents a different set of companies, sectors, and risk profiles.
Is investing only in Nifty enough?
Nifty provides stability, but combining it with selective mid and small-cap exposure can improve long-term returns.
Are sectoral indices useful for retail investors?
Yes, they help understand sector trends, but direct investing requires timing and research.
Does volatility mean markets are weak?
Not necessarily. Volatility often reflects changing expectations rather than poor fundamentals.
How should new investors use index data?
As a guide for allocation and risk understanding, not as the sole basis for stock selection.
This year clearly showed that Indian stock market indices do not move as one. Each index told a different story, shaped by fundamentals, liquidity, and investor behaviour.
For investors, the lesson is simple. Respect market cycles, diversify wisely, and rely on research rather than noise.
If you are looking to invest with clarity, technology, and professional research support, consider Swastika Investmart.
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Indian equity markets ended the session on 24 December 2025 on a weak note, giving up intraday gains amid profit booking and cautious sentiment across sectors.
Despite a stable start and a positive mid-day move on 24 December 2025, benchmark indices failed to sustain higher levels and slipped into negative territory by the closing bell.
The market began the day on 24 December 2025 with a mixed opening, reflecting cautious global cues and selective stock action.
• Nifty 50 opened at 26,170.65, marginally lower by 0.02 percent
• Bank Nifty opened at 59,322.95, up 0.04 percent
Early trade saw limited momentum as investors remained watchful amid global and domestic cues.
By mid-session on 24 December 2025, markets showed signs of recovery supported by buying interest in select heavyweight stocks.
• Nifty 50 traded at 26,189.80, up 0.05 percent
• Bank Nifty traded at 59,316.70, up 0.03 percent
The recovery was driven by short covering and selective accumulation, though volumes remained moderate.
As the session progressed on 24 December 2025, selling pressure emerged at higher levels, leading to a reversal in benchmark indices.
• Nifty 50 closed at 26,142.10, down 0.13 percent
• Nifty Bank closed at 59,183.60, down 0.20 percent
Late-session profit booking in banking and heavyweight stocks weighed on overall market sentiment.
Several factors influenced market movement on 24 December 2025:
• Profit booking after recent gains
• Lack of strong global cues
• Cautious positioning ahead of upcoming macro events
• Stock-specific selling in banking and frontline stocks
Despite intraday recovery, markets lacked fresh triggers to sustain upward momentum.
Sector performance remained mixed throughout the session:
• Banking stocks saw mild selling pressure
• IT stocks traded cautiously
• FMCG remained relatively stable
• Auto and metal stocks witnessed selective activity
Broader markets also traded with mild volatility, indicating cautious participation.
The market continues to consolidate near higher levels after the session on 24 December 2025. While the long-term structure remains intact, short-term volatility may persist.
Key factors to watch in upcoming sessions include:
• Global market trends
• FII and DII activity
• Movement in banking and heavyweight stocks
• Key technical support and resistance levels
Swastika Investmart supports traders and investors with:
• Real-time market insights
• Research-backed trading views
• Advanced, tech-enabled trading platforms
• Dedicated customer support
Our SEBI-compliant approach ensures informed and disciplined decision-making across market conditions.
The trading session on 24 December 2025 highlighted the importance of caution at higher levels. Despite intraday recovery, benchmark indices closed lower due to profit booking.
As markets consolidate, a stock-specific and risk-managed approach remains key.
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Indian equity markets closed on a positive note on Friday, 19 December 2025, extending their upward momentum for the second consecutive session. Buying interest across banking, financials, and select heavyweight stocks helped benchmark indices end near the day’s highs.
The overall tone of the market remained optimistic, supported by stable global cues, steady institutional participation, and expectations of continued economic growth in India.
At the closing bell, benchmark indices posted healthy gains:
Markets opened on a firm note and gradually moved higher as buying interest picked up during the mid-session, especially in banking and large-cap stocks.
The session began with cautious optimism. Early trade saw Nifty 50 hovering around 25,911, while Bank Nifty traded near 59,047. Gradual accumulation by institutional investors helped indices inch higher.
By mid-session, markets consolidated gains without major profit booking. This phase reflected confidence among participants despite year-end volatility typically seen in December.
In the final hour, fresh buying lifted indices to close near the day’s highs. Nifty 50 traded around 25,957, while Bank Nifty crossed 59,020, confirming strong intraday support levels.
Banking stocks remained the backbone of today’s rally. Private sector banks and select PSU banks attracted buying interest, supporting Bank Nifty’s steady performance near record territory.
Heavyweights across FMCG, IT, and capital goods sectors contributed to market stability. Investors preferred quality large-cap stocks amid ongoing global uncertainties.
Mid-cap and small-cap stocks traded with a positive bias, indicating healthy risk appetite. Market breadth favored advancers, suggesting broad-based participation rather than a narrow rally.
Several factors influenced the positive close:
With inflation largely under control and corporate earnings visibility improving, investor confidence remains intact.
For short-term traders, today’s close above key levels reinforces a positive trend, especially in banking and index heavyweights.
For long-term investors, the steady rise reflects confidence in India’s growth story. Phased investing and disciplined allocation continue to remain sensible strategies in current market conditions.
SEBI-regulated market frameworks and transparent disclosures continue to strengthen trust among retail investors participating through digital platforms.
In markets like today, where momentum builds gradually, having access to reliable research and real-time insights becomes crucial.
Swastika Investmart, a SEBI-registered stockbroker, supports investors through:
This combination helps investors make informed decisions rather than emotional ones.
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Why did the Indian stock market close higher today?
Positive global cues, banking sector strength, and steady institutional buying helped markets end higher.
What was the closing level of Nifty 50 today?
Nifty 50 closed at 25,966.40 on 19 December 2025.
How did Bank Nifty perform today?
Bank Nifty ended at 59,069.20, maintaining strength near record levels.
Is the market trend bullish after today’s close?
The trend remains positive, but investors should stay cautious of short-term volatility.
Should investors enter the market at current levels?
A staggered investment approach with proper research is generally advisable.
The market closing today on 19 December 2025 reflects sustained optimism in Indian equities. With Nifty, Sensex, and Bank Nifty holding strong levels, sentiment remains constructive heading into the final trading days of the year.
For investors looking to participate confidently in India’s growth journey, combining disciplined strategies with expert research is key.
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Invest smart. Invest informed.

Artificial Intelligence has become the most talked-about force in global markets. From Silicon Valley to Dalal Street, investors are debating one big question. Will AI reduce the need for traditional IT services or will it create a new wave of demand? Against this backdrop, a fresh theme is gaining attention. The anti-AI trade.
In simple terms, an anti-AI trade means betting on sectors that may benefit if AI adoption is slower, regulated, or more expensive than expected. For Indian investors, this brings Indian IT companies into sharp focus. By 2026, could Indian IT stocks act as a hedge against overhyped AI narratives?
Let us break this down in a practical, market-focused way.
AI promises automation, faster coding, and lower costs. Global tech giants are investing billions to reduce dependence on large human workforces. At first glance, this looks negative for IT services companies.
But markets often move in cycles. When expectations run too far ahead of reality, counter-trends emerge.
An anti-AI trade assumes three possibilities.
First, AI implementation is slower than expected due to regulatory and ethical constraints.
Second, AI raises costs instead of reducing them, especially for enterprise clients.
Third, businesses still need humans to manage, customise, and secure AI systems.
If any of these play out, traditional IT services could regain relevance.
Indian IT companies like TCS, Infosys, Wipro, HCLTech, and Tech Mahindra are deeply integrated into global enterprise systems. They are not just coding shops anymore.
They handle legacy system maintenance, cloud migration, cybersecurity, compliance, and now AI integration itself.
For example, a large US bank may experiment with AI-driven customer support. But it still needs an Indian IT firm to integrate AI with its core banking systems, ensure data privacy, and meet regulatory norms. AI does not work in isolation.
This is where Indian IT’s real strength lies.
Despite AI tools, global companies remain cost-sensitive. Indian IT offers scalable talent at competitive costs. Even if AI reduces coding time, enterprises still prefer outsourcing execution and maintenance.
In a slow global growth environment, CFOs focus on cost control. That directly supports Indian IT spending.
India, the EU, and even the US are discussing stricter AI regulations. Data privacy laws, sector-specific compliance, and accountability frameworks can slow full-scale AI rollout.
Indian IT firms already operate in regulated environments like BFSI and healthcare. They understand compliance better than pure AI startups.
If regulation tightens, enterprises may rely more on trusted IT vendors instead of experimenting aggressively.
AI-generated code still needs validation, testing, and security checks. Enterprises cannot risk mission-critical systems on unchecked automation.
Indian IT companies are positioning themselves as AI partners rather than AI victims. Many are training employees to work alongside AI tools, not against them.
This hybrid model could support stable revenue growth.
A balanced view is important.
If AI tools become extremely efficient and easy to deploy, some low-end IT services may face pricing pressure. Margins could compress if companies fail to move up the value chain.
Also, large global clients may delay discretionary IT spending during economic uncertainty. This affects short-term revenue visibility.
Hence, Indian IT as an anti-AI trade is not a blanket bet. It is a selective opportunity.
Indian IT stocks have historically acted as defensives during global slowdowns. In 2026, if AI-led tech stocks correct globally due to high expectations, Indian IT could attract value-focused investors.
Domestic mutual funds, FIIs, and long-term investors may rotate into predictable cash-flow businesses. SEBI’s emphasis on transparency and governance also adds comfort for institutional investors.
This does not mean explosive rallies. Instead, steady returns, dividend yield, and lower volatility could be the appeal.
Instead of chasing headlines, investors should focus on fundamentals.
Look for companies with strong client diversification, high deal wins, and clear AI strategy. Track order books, attrition trends, and management commentary.
This is where research-backed platforms make a difference.
In theme-based investing like the anti-AI trade, timing and stock selection are crucial. Blind optimism or fear can hurt returns.
Swastika Investmart, a SEBI-registered brokerage, stands out with its strong research ecosystem, tech-enabled platforms, and investor education focus. Their detailed reports, sector insights, and responsive customer support help investors navigate evolving market themes with clarity.
Whether you are a long-term investor or a short-term trader, access to reliable research tools can help separate noise from opportunity.
AI is more of a transformation tool than a direct threat. Indian IT firms are adapting by offering AI integration and management services.
It refers to investing in sectors that may benefit if AI adoption is slower or less disruptive than expected.
Yes, especially companies with strong fundamentals, diversified clients, and clear AI strategies.
Historically, yes. They often provide stability during global economic uncertainty.
No. Stock selection and timing matter. Research-driven decisions are essential.
The idea of Indian IT as an anti-AI trade in 2026 is not about rejecting AI. It is about recognising market cycles, regulatory realities, and human dependency in technology.
Indian IT companies are evolving, not disappearing. For investors, this theme offers stability rather than excitement. And in uncertain times, stability often wins.
If you want to explore such themes with structured research and professional support, consider investing with Swastika Investmart.
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The IPO market in India in 2025 remained one of the most closely watched segments of the equity market. With strong domestic participation, rising demat accounts, and easy access to online investing, IPOs continued to attract massive attention from retail investors.
However, 2025 was also a reality check. While some IPOs delivered impressive listing gains, others struggled to hold their issue price. This divergence made one thing clear, IPO investing is no longer about blind subscriptions but informed decision-making.
As we step into 2026, understanding last year’s IPO performance becomes critical for navigating the primary market ahead.
Despite global macro uncertainties, India’s primary market stayed resilient in 2025. Several companies tapped the capital markets to fund expansion, deleverage balance sheets, and provide exits to early investors.
Key trends observed:
While subscription numbers remained healthy, post-listing performance became the real differentiator.
Some IPOs stood out by delivering strong listing gains, rewarding investors who focused on fundamentals rather than hype.
These IPOs benefited from:
Such listings reinforced the idea that quality businesses still command a premium in the IPO market.
Not all IPOs had a smooth debut. A few listings disappointed investors by opening below issue price or losing momentum shortly after listing.
Common red flags among weak IPOs:
These cases highlighted the importance of reading offer documents and understanding business fundamentals.
A closer IPO performance analysis reveals clear patterns.
Winning factors included:
Meanwhile, IPOs relying purely on market sentiment struggled once listing-day excitement faded.
SEBI continued to play a crucial role in shaping a healthier IPO ecosystem in 2025.
Key regulatory measures included:
These steps helped retail investors make better-informed decisions and reduced information asymmetry.
The IPO market in India 2026 is expected to be more selective but fundamentally stronger.
Likely trends:
Upcoming IPOs in India are expected to come from companies with proven business models rather than concept-stage stories.
IPO investing in 2026 will demand discipline and patience.
Smart investors should:
Using research-backed platforms and expert insights can significantly improve IPO selection quality.
Swastika Investmart, a SEBI-registered brokerage, supports investors with in-depth IPO analysis, timely updates, and investor education.
Key strengths include:
This empowers investors to participate in IPOs with clarity rather than speculation.
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Was 2025 a good year for IPO investors?
Yes, but selectively. Quality IPOs performed well, while overvalued listings underperformed.
Do IPO listing gains guarantee long-term returns?
No. Long-term performance depends on business growth, earnings, and governance.
Are SEBI regulations making IPOs safer?
Yes. SEBI’s tighter norms have improved transparency and reduced risks for retail investors.
What should investors focus on in the IPO market in India 2026?
Fundamentals, valuation discipline, and long-term business potential.
The IPO market in India in 2025 taught investors valuable lessons. Listing gains are no longer guaranteed, and blind optimism can be costly. As we move into 2026, IPO investing is evolving into a more mature, research-driven activity.
Investors who focus on quality, regulatory compliance, and long-term value creation will be better positioned to benefit from upcoming IPOs in India.
If you are planning to explore IPO opportunities through a SEBI-registered, research-focused platform, Swastika Investmart offers the tools and insights to help you invest with confidence.


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• India is accelerating its ambition to become a global shipbuilding hub through policy reforms and strategic incentives.
• Government initiatives aim to reduce import dependence and boost exports in the maritime sector.
• Shipbuilding growth can benefit infrastructure, metals, logistics, and capital goods sectors.
• Investors should track policy execution, order inflows, and global trade trends closely.
India’s manufacturing story is entering a new phase, and shipbuilding is fast emerging as a strategic focus area. With rising global trade, supply chain diversification, and India’s own maritime ambitions, the government has intensified efforts to position the country as a competitive global shipbuilding hub.
The key question for investors and industry watchers is simple: can India realistically challenge established shipbuilding giants and convert policy intent into execution? Let us break this down from an economic, market, and investment perspective.
Shipbuilding is not just about building vessels. It has deep linkages with steel, heavy engineering, power equipment, electronics, ports, and logistics. Countries with strong shipbuilding capabilities often enjoy strategic advantages in trade, defence, and employment generation.
For India, the opportunity is significant. Nearly 95 percent of India’s trade by volume moves through sea routes, yet a large portion of vessels used are foreign-built. This dependence leads to foreign exchange outflow and limits domestic value creation.
A stronger shipbuilding ecosystem aligns directly with broader national goals such as Make in India, Atmanirbhar Bharat, and export-led growth.
The government has rolled out targeted policy measures to revive and scale up shipbuilding and ship repair. This includes financial assistance schemes aimed at reducing cost disadvantages faced by Indian shipyards compared to global peers.
Shipbuilding is capital intensive and long gestation in nature. To address this, the policy framework focuses on improving access to financing, reducing project risk, and enhancing long-term visibility of orders.
Alongside new shipbuilding, ship repair and ship recycling are receiving attention. India already has a strong presence in ship recycling, particularly in Gujarat. Expanding repair capabilities helps generate steady cash flows and positions Indian yards as service hubs for global shipping routes passing through the Indian Ocean.
Defence shipbuilding remains a critical anchor. Indian Navy and Coast Guard orders provide scale, learning, and technological capability. At the same time, growth in coastal shipping, inland waterways, and energy transportation creates incremental domestic demand.
Countries like China, South Korea, and Japan dominate global shipbuilding due to scale, technological depth, and state-backed financing. India does not aim to replicate their volume leadership overnight.
Instead, India’s approach appears focused on niche segments such as specialised vessels, defence ships, offshore support vessels, and green energy-linked shipping.
India’s labour cost advantage, improving port infrastructure, and strategic geographic location are structural positives. With the right policy execution, these factors can help Indian yards win regional and export orders over time.
A sustained shipbuilding push benefits capital goods manufacturers, heavy engineering firms, and equipment suppliers. Order inflows in shipyards often translate into demand for domestic ancillaries.
Shipbuilding is steel intensive. Any structural increase in ship orders supports domestic steel consumption, benefiting upstream metal producers.
A stronger maritime ecosystem improves port utilisation, coastal trade, and logistics efficiency. This has long-term positive implications for port operators and logistics companies.
Defence-linked shipyards and suppliers align with India’s broader defence indigenisation theme, which has been gaining investor attention in recent years.
Shipbuilding operates under multiple regulatory touchpoints including maritime authorities, defence procurement frameworks, and environmental norms. Policy clarity, faster approvals, and consistency remain key execution variables.
India’s regulators have been gradually improving transparency and timelines, which supports investor confidence. However, project execution and cost discipline will remain under close market scrutiny.
Shipbuilding is a long-cycle industry. Short-term volatility should be expected, but structural policy backing improves long-term visibility.
Emerging policy-led themes require disciplined research rather than headline-driven investing. Understanding sector cycles, company-specific execution, and regulatory nuances is critical.
Swastika Investmart, a SEBI-registered financial services firm, supports investors with in-depth research, robust trading platforms, and strong customer support. Its tech-enabled investing tools and focus on investor education help market participants make informed decisions, especially in evolving sectors like maritime manufacturing.
Is shipbuilding a long-term opportunity for India?
Yes, given India’s trade growth, defence needs, and policy focus, shipbuilding has long-term strategic relevance.
Which sectors benefit most from shipbuilding growth?
Capital goods, steel, ports, logistics, and defence manufacturing are key beneficiaries.
Can Indian shipyards compete globally?
India may not lead in volume immediately but can compete in specialised and regional segments.
Is this theme suitable for retail investors?
It can be, but investors should focus on fundamentals, execution capability, and long-term horizon.
India’s ambition to become a global shipbuilding hub is no longer just a vision statement. With policy support, strategic demand, and improving infrastructure, the foundations are being laid. While challenges remain, the direction is clearly positive.
For investors, this theme underscores the importance of staying aligned with structural economic shifts rather than short-term noise. A research-driven approach can help identify sustainable opportunities within this evolving landscape.
If you are looking to explore such policy-driven investment themes with professional research support and a reliable trading platform, consider opening an account with Swastika Investmart.
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Indian equity markets closed lower today, 26 December 2025, as investors remained cautious amid profit booking at higher levels. Both benchmark indices, Nifty 50 and Nifty Bank, ended the session in the red after opening weak and failing to build meaningful intraday momentum.
The broader market tone reflected consolidation after recent gains, with traders opting to reduce risk exposure ahead of the year-end.
Indian equity markets opened on a cautious note on 26 December 2025, reflecting subdued investor sentiment at the start of the session.
The initial weakness was largely influenced by mixed global cues and mild selling pressure in select heavyweight stocks.
Selling pressure picked up as the day progressed, preventing any meaningful recovery and resulting in a weaker close for benchmark indices.
The softer close indicates the absence of fresh positive triggers and continued profit booking near higher index levels.
After a strong run in recent weeks, investors chose to book profits, especially in index heavyweights. This capped upside momentum and dragged indices lower through the session.
With the calendar year nearing its end, many market participants preferred to stay light on positions. Reduced participation and selective selling are common during the last trading sessions of December.
Banking stocks underperformed slightly, keeping Bank Nifty under pressure. PSU and private bank stocks saw limited buying interest, impacting overall index strength.
Overall market breadth leaned negative, indicating cautious sentiment across segments.
From a technical perspective:
A decisive move above resistance or below support may guide the next short-term trend.
For long-term investors, short-term market fluctuations should not distract from asset allocation and disciplined investing.
For traders, it is important to:
Markets are likely to remain range-bound unless fresh triggers emerge.
At Swastika Investmart, investors benefit from:
Our focus is on helping investors navigate both volatile and consolidating markets with confidence.
On 26 December 2025, Indian markets closed lower, reflecting cautious sentiment and profit booking at higher levels. With year-end approaching, markets may continue to consolidate in the near term.
Staying informed, disciplined, and aligned with long-term goals remains key.
👉 Open your trading and investment account with Swastika Now
Smart investing starts with staying updated.
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As Indian markets become more active and settlement cycles faster, many investors in 2026 are encountering a new term more frequently settlement holiday. It often creates confusion because, unlike market holidays, trading may still continue.
So what exactly is a settlement holiday, and why does it matter to investors?
A settlement holiday is a day when the clearing and settlement process is paused, even though the stock market may remain open for trading.
Let’s break this down in simple terms.
A settlement holiday is a non-working day for clearing corporations, banks, and depositories, during which:
Unlike a stock market holiday, buying and selling may still happen, but the actual exchange of money and securities does not.
In India, settlement holidays are aligned with bank holidays, as settlements depend heavily on the banking system.
This distinction is important for every investor.
In simple words, trades happen, but completion of trades waits.
Settlement in Indian markets involves multiple institutions:
If banks are closed due to a national or regional holiday, settlements cannot be processed. To avoid partial or failed settlements, exchanges declare a settlement holiday.
This structure protects investors and ensures system-wide stability.
The impact depends on your investing style.
If you buy shares for delivery before a settlement holiday:
Example:
If you buy shares on Monday and Tuesday is a settlement holiday, the T+1 settlement shifts to Wednesday.
For intraday traders, settlement holidays usually have minimal impact, since positions are squared off the same day.
However, margin availability may be affected if funds from previous trades are not yet settled.
Mutual fund investors may notice:
This is especially relevant for equity mutual funds and ETFs.
India moved to a T+1 settlement cycle, making settlement faster and more efficient. However, settlement holidays still pause the process.
In 2026, this means:
This makes awareness more important than ever.
Consider this scenario:
Even though markets were open on Tuesday, the settlement skipped that day.
Such situations are common around festivals and national holidays.
Smart planning helps avoid surprises.
At Swastika Investmart, investors get timely updates, trade confirmations, and clear settlement timelines through tech-enabled platforms backed by SEBI-registered research.
👉 Open your trading and investment account today
Though they may feel inconvenient, settlement holidays serve a critical purpose:
They are a sign of a well-regulated and disciplined financial system.
Can I trade on a settlement holiday?
Yes, trading may be allowed, but settlement is deferred.
Does a settlement holiday affect intraday trades?
Usually no, as intraday trades are squared off the same day.
Will my shares be credited late due to a settlement holiday?
Yes, delivery of shares and funds is postponed to the next working day.
Are settlement holidays announced in advance?
Yes, exchanges publish settlement holiday calendars in advance.
A settlement holiday does not stop the market, but it slows the completion of trades. Understanding how it works helps investors manage liquidity, margins, and expectations more effectively.
With SEBI registration, strong research capabilities, investor education initiatives, and tech-enabled investing tools, Swastika Investmart ensures investors are always informed and prepared.
👉 Open your trading and investment account today
Knowing the rules of settlement is just as important as choosing the right stocks.
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Stock market holidays often raise common questions among Indian mutual fund investors. Will my SIP be skipped? Will I lose returns if the market is closed? How is NAV calculated on a holiday?
With mutual fund participation rising steadily across India, understanding how stock market holidays affect SIPs and mutual fund NAVs has become essential for both new and seasoned investors.
Let’s break this down in a simple, practical way.
A common misconception is that SIPs stop working on market holidays. That’s not true.
If your SIP date falls on a stock market holiday:
This system ensures that investors remain disciplined, regardless of short-term market closures.
Suppose your SIP date is 25th December, and the stock market is closed due to a holiday.
You don’t lose the SIP. It only gets deferred, not cancelled.
NAV, or Net Asset Value, represents the per-unit value of a mutual fund.
On stock market holidays:
This is because NAV calculation depends on closing prices of underlying securities, which are unavailable on holidays.
As per SEBI regulations, mutual fund NAVs are calculated only on business days when markets are operational. This ensures transparency and fairness across all investors.
If you invest a lumpsum amount on a market holiday:
For equity mutual funds, NAV allotment depends on when funds are realized, not just when the order is placed.
For long-term investors, the impact is negligible.
Trying to time SIPs around holidays is usually unnecessary and counterproductive.
Debt funds follow similar rules but with slight nuances.
This makes them suitable for short-term parking, even during holiday-heavy periods.
Many investors panic when they don’t see immediate unit allocation or updated NAVs. Knowing how holidays work helps avoid:
In a growing market like India, financial awareness is as important as financial products.
At Swastika Investmart, we focus on investor education alongside execution.
Our platforms offer:
This ensures investors remain confident, even during market holidays or volatile periods.
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Does SIP get cancelled if the market is closed?
No. SIPs are processed on the next working day.
Which NAV is applied if I invest on a holiday?
The NAV of the next business day is applied.
Should I change my SIP date to avoid holidays?
There’s no need. SIP discipline matters more than dates.
Do mutual fund returns stop during holidays?
No. Returns are calculated based on market performance over time.
Stock market holidays are a normal part of a regulated financial system. They do not disrupt SIPs or long-term mutual fund investing. Understanding how NAVs and transactions work helps investors stay confident and focused on their goals.
With strong research support, SEBI registration, and easy-to-use digital platforms, Swastika Investmart empowers investors to invest with clarity and confidence.
👉 Open your Mutual Fund & Trading Account today
Consistency beats timing. Always.
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In 2026, with more Indians actively investing in equities, derivatives, and mutual funds, understanding stock market holidays has become more important than ever. Many investors still ask: Why does the stock market close on weekdays? and What actually happens to my investments on a market holiday?
A stock market holiday is a day when Indian stock exchanges like NSE and BSE are officially closed for trading across segments such as equities, derivatives, and currency markets.
These holidays are announced in advance under SEBI-regulated exchange calendars, ensuring transparency and smooth market functioning.
A stock market holiday is a non-trading day when:
In 2026, stock market holidays are fully aligned with banking holidays, clearing corporations, and depository operations such as NSDL and CDSL.
Indian markets close for practical, regulatory, and systemic reasons.
Markets remain closed on key national occasions such as:
These days coincide with bank closures, making settlement and fund transfers impossible.
India’s financial markets respect its cultural diversity. In 2026, markets close on major festivals including:
Since a large part of the financial ecosystem pauses, exchanges remain shut to avoid operational risks.
Stock markets depend on:
On holidays, these systems may not function. To protect investors and maintain market integrity, trading is suspended.
This structure follows global best practices across markets like the US, UK, and Asia.
This is one of the most searched investor questions in 2026.
Orders placed on holidays are queued and executed on the next trading day once markets open.
India follows a T+1 settlement cycle. If a holiday falls between the trade date and settlement:
Example:
If you buy shares on Friday and Monday is a holiday, settlement happens on Tuesday.
If a weekly or monthly options expiry falls on a holiday, exchanges usually advance the expiry to the previous trading day. Traders must track this closely to avoid losses.
Yes, under specific circumstances.
Every year, including 2026, Indian markets conduct Muhurat Trading, a symbolic one-hour session on Diwali.
Though volumes are lower, many investors participate as a sign of auspicious beginnings.
In rare regulatory or system-testing scenarios, NSE and BSE may announce special trading sessions outside the regular calendar.
Risk management becomes especially important during holiday-shortened weeks.
Smart investing in 2026 requires planning.
At Swastika Investmart, investors get access to SEBI-registered research, smart trading platforms, and timely market alerts that help navigate such market dynamics with confidence.
👉 Open your trading and investment account today
Though they may seem restrictive, market holidays actually:
Globally, structured holiday calendars are a sign of a mature and well-regulated market.
Q1. Are NSE and BSE holidays the same in 2026?
Yes, both exchanges follow the same holiday calendar for equities and derivatives.
Q2. Can I place orders on a market holiday?
Orders can be placed but are executed only on the next trading day.
Q3. Do mutual fund SIPs stop on market holidays?
No, SIPs continue. NAVs are processed based on the previous working day.
Q4. What if an options expiry falls on a holiday in 2026?
The expiry is usually shifted to the previous trading day.
Q5. Where can investors check official holiday lists?
On NSE and BSE websites or through your broker’s trading platform.
As Indian markets grow deeper and more tech-driven in 2026, understanding stock market holidays and their impact is no longer optional — it’s essential.
With SEBI registration, strong research capabilities, investor education initiatives, and tech-enabled investing tools, Swastika Investmart supports investors across every market phase.
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If you’re searching for the Indian stock market holidays, you’re in the right place. Below is the complete and updated list of NSE, BSE, and MCX holidays for 2026, including trading holidays, settlement holidays, and holidays falling on weekends.
This guide helps traders and investors plan trades, investments, and settlements without surprises.
On stock market holidays:
| Day | Date | Holiday | Exchanges |
|---|---|---|---|
| Monday | 26 Jan 2026 | Republic Day | NSE, BSE, MCX |
| Tuesday | 03 Mar 2026 | Holi | NSE, BSE |
| Thursday | 26 Mar 2026 | Shri Ram Navami | NSE, BSE |
| Tuesday | 31 Mar 2026 | Shri Mahavir Jayanti | NSE, BSE |
| Friday | 03 Apr 2026 | Good Friday | NSE, BSE, MCX |
| Tuesday | 14 Apr 2026 | Dr. B.R. Ambedkar Jayanti | NSE, BSE |
| Friday | 01 May 2026 | Maharashtra Day | NSE, BSE |
| Thursday | 28 May 2026 | Bakri Eid | NSE, BSE |
| Friday | 26 Jun 2026 | Moharram | NSE, BSE |
| Monday | 14 Sep 2026 | Ganesh Chaturthi | NSE, BSE |
| Friday | 02 Oct 2026 | Mahatma Gandhi Jayanti | NSE, BSE, MCX |
| Tuesday | 20 Oct 2026 | Dussehra | NSE, BSE |
| Tuesday | 10 Nov 2026 | Diwali – Balipratipada | NSE, BSE |
| Tuesday | 24 Nov 2026 | Guru Nanak Jayanti | NSE, BSE |
| Friday | 25 Dec 2026 | Christmas | NSE, BSE, MCX |
Settlement holidays affect fund and securities settlement, even if trading may happen earlier.
| Day | Date | Holiday |
|---|---|---|
| Thursday | 19 Feb 2026 | Chhatrapati Shivaji Maharaj Jayanti |
| Wednesday | 01 Apr 2026 | Annual Bank Closing |
| Thursday | 27 Aug 2026 | Id-E-Milad |
| Day | Date | Holiday |
|---|---|---|
| Monday | 26 Jan 2026 | Republic Day |
| Friday | 03 Apr 2026 | Good Friday |
| Saturday | 15 Aug 2026 | Independence Day |
| Friday | 02 Oct 2026 | Mahatma Gandhi Jayanti |
| Sunday | 08 Nov 2026 | Diwali – Laxmi Pujan (Muhurat Trading) |
| Friday | 25 Dec 2026 | Christmas |
📌 Markets are already closed on weekends, so no additional trading impact.
| Day | Date | Holiday | Exchanges |
|---|---|---|---|
| Sunday | 15 Feb 2026 | Maha Shivaratri | NSE, BSE |
| Saturday | 21 Mar 2026 | Eid-Ul-Fitr | NSE, BSE |
| Saturday | 15 Aug 2026 | Independence Day | NSE, BSE, MCX |
| Sunday | 08 Nov 2026 | Diwali – Laxmi Pujan | NSE, BSE, MCX |
A settlement holiday is a day when:
This can delay:
👉 Important for delivery traders and investors to track carefully.
This page will help you stay updated with all Indian stock market holidays at one place.