Скачать или смотреть Daily Morning Update|30th January 2026|

Global cues:
US markets closed mixed ahead of key macro and earnings cues. S&P 500 slipped 0.13% and Nasdaq fell 0.72% amid pressure from Big Tech earnings and lingering concerns around AI-driven valuations, while Dow edged up 0.11%. Bitcoin dropped over 5% to a two-month low.
Europe ended lower, with Stoxx 600 -0.23% as geopolitical caution persisted.
Domestic markets:
Sensex 82,566 (+0.27%), Nifty 25,419 (+0.30%) - Indian equities advanced ahead of the Union Budget, supported by optimism from the Economic Survey.
GIFT Nifty –53 points signals a cautious opening.
Sector insight:
Economic Survey FY26-27 projects real GDP growth of 6.8-7.2%, highlighting strong macro stability, easing inflation (CPI at 1.7%), record exports of $825.3 bn, improving manufacturing momentum via PLI schemes, and sustained focus on capex and infrastructure. A calibrated approach to AI adoption was also emphasised.
Corporate updates:
• Vedanta Q3 QoQ PAT more than doubles; margins expand to 41%
• Blue Star PAT -39% YoY despite steady margins
• Adani Power Q3 PAT -15% YoY
• Swiggy revenue +54% YoY; losses widen
• Dixon Q3 PAT +36% YoY on strong operating leverage
Focus today: US PMI | Eurozone GDP | Nestle Q3FY26
Flows: FII -₹4.82 bn | DII +₹27.72 bn