Group 1 - U.S. stock futures are trading higher, indicating a positive market sentiment for the day [1] - Microsoft Corp. is expected to report quarterly earnings of $3.97 per share on revenue of $80.27 billion, with shares rising 0.4% to $482.50 in after-hours trading [1] - Packaging Corp Of America reported weaker-than-expected fourth-quarter results, projecting first-quarter GAAP EPS of $2.20, below market estimates of $2.26, leading to a 2.1% decline in shares to $218.99 [1] - Tesla Inc. is anticipated to post quarterly earnings of 45 cents per share on revenue of $24.78 billion, with shares increasing 0.4% to $432.49 in after-hours trading [1] - Starbucks Corp. is projected to report quarterly earnings of 59 cents per share on revenue of $9.73 billion, with shares slipping 0.1% to $95.70 in after-hours trading [1] - AT&T Inc. is expected to report quarterly earnings of 46 cents per share on revenue of $32.87 billion, with shares rising 0.3% to $23.07 in after-hours trading [1]

Market Performance - Equity benchmark indices Sensex and Nifty surged in early trade on January 28, 2026, with Sensex jumping 646.49 points to 82,503.97 and Nifty rising 196.7 points to 25,372.10, driven by optimism over the India-EU free trade agreement [1] - Major gainers included Axis Bank, Reliance Industries, NTPC, Bharat Electronics, ICICI Bank, and Bajaj Finance [1] Company Performance - Asian Paints experienced a nearly 6% drop after reporting a 4.83% decline in consolidated net profit to ₹1,073.92 crore for the December quarter of FY26, attributed to exceptional items related to the new labour code and impairment losses in a subsidiary [2] - Other laggards included Maruti, HCL Tech, Kotak Mahindra Bank, and State Bank of India [2] Trade Agreement Impact - India and the European Union finalized a landmark free trade agreement on January 27, 2026, aimed at creating a market of two billion people and enhancing trade and defense cooperation [3] - The agreement will reduce tariffs on 99% of Indian exports to the EU and on over 97% of EU exports to India, accounting for nearly a quarter of global GDP [4] Investment Trends - Foreign institutional investors sold equities worth ₹3,068.49 crore, while domestic institutional investors purchased stocks worth ₹8,999.71 crore, indicating a shift in market dynamics post-trade deal [4] - The Chief Investment Strategist at Geojit Investments noted that the India-EU trade deal is a significant long-term positive, with investors now focusing on the upcoming Union Budget [6]

Core Insights - South Korea's stock market valuation reached $3.25 trillion, surpassing Germany's $3.22 trillion, making it the 10th-largest globally, driven by tech advancements and shareholder-friendly reforms [1][11] - The Kospi Index has increased by 23% in 2026, while Germany's DAX Index only rose by 1.7%, reflecting differing economic conditions and market dynamics [11] Market Dynamics - The rise of Korean stocks is attributed to its strategic position in key megatrends of the 2020s, including AI, electrification, and defense, contrasting with Germany's struggles in the auto and chemical sectors [1][11] - Korean President Lee Jae Myung's support for stock market reforms and corporate governance has contributed to the rally, alongside supply shortages in memory chips benefiting companies like Samsung Electronics and SK Hynix [11] Economic Comparison - Despite the stock market catch-up, South Korea's GDP in 2024 was $1.88 trillion, ranking 12th globally, while Germany's GDP was approximately $4.69 trillion, ranking 3rd, indicating a significant economic size disparity [4][11] - The structural divide between Korea's export-led corporate profits and weak domestic demand highlights the challenges faced by the broader economy, which relies more on consumption and construction [5][11] Sector Performance - The tech sector dominates the Kospi, accounting for about 40% of its weighting, which has been a key driver of its performance compared to Germany's DAX Index, which is more focused on industrial and defense companies [6][11] - Korean stocks are considered undervalued, with the Kospi trading at 10.6 times forward earnings estimates compared to Germany's benchmark at 16.5 times [11]

Company Performance - Vodafone Idea narrowed its consolidated losses to Rs 5,286 crore in Q3FY26 from Rs 6,609 crore in the same period last year, with revenue from operations at Rs 11,323 crore, a 2% increase from Rs 11,117 crore [10][11] - Motilal Oswal Financial Services reported a slight increase in Q3 consolidated net profit to Rs 566 crore compared to Rs 565 crore a year ago, with total revenue from operations rising 6% to Rs 2,112 crore [6][11] - Marico's consolidated net profit reached Rs 447 crore in Q3FY26, up 12% year-on-year, with revenue from operations at Rs 3,537 crore, a 27% increase from Rs 2,794 crore in Q3FY25 [7][11] - Vishal Mega Mart reported a consolidated net profit of Rs 313 crore in Q3FY26, up 19% year-on-year, with revenue from operations at Rs 3,670 crore, a 17% increase from Rs 3,136 crore in Q3FY25 [8][11] Market Expectations - Maruti Suzuki is expected to report a strong performance for the December quarter, with net profit growth estimated between 24% and 35%, amounting to Rs 4,540 crore to Rs 5,696 crore, and revenue growth projected at 32% to 37%, reaching Rs 50,765 crore to Rs 52,706 crore [9][10][11] - Larsen & Toubro is anticipated to show a robust December-quarter performance, with net profit growth expected between 20% and 35%, estimated at Rs 4,038 crore to Rs 4,548 crore, alongside double-digit growth in revenue and EBITDA [9][10][11] Stake Sale - Vedanta approved the sale of up to 1.59% stake in Hindustan Zinc Limited, representing up to 6.7 crore equity shares, with a floor price set at Rs 685 per share for the offer for sale (OFS) [4][11] - The two-day OFS is scheduled to open on January 28, 2026, for non-retail investors and on January 29, 2026, for retail investors [5][11]

For those investors who have the balls to go against crowdthink when a lot of money is being made – a type of person you don’t find often in finance media, unfortunately – it’s obvious that the fundamental rationality of the way silver prices have behaved in early CY26 is, at best, pretty murky.Listen to the HotCopper podcast for in-depth discussions and insights on all the biggest headlines from throughout the week. On Spotify, Apple, and more.At worst, it’s clearly a hyped-up bandwagon indistinguishable f ...

•《药品管理法实施条例》将于5月15日起施行 压实药品网络交易第三方平台提供者责任 •美元指数跌至近四年新低 黄金续刷新高 转自：新华财经 •中微半导发布涨价通知函 相关产品涨价幅度15%~50% •从全国贸促工作会议上获悉，第四届中国国际供应链促进博览会将于2026年6月22日至26日在北京举行。坚持质量第一、创新为要，本届链博会将按照链式 逻辑遴选优质参展企业，突出展示中外企业创新合作，展现中国产供链对全球支撑作用。（新华社） •深圳市南山区八届人大六次会议27日开幕。记者从会上获悉，2025年南山区成功迈入"万亿城区"。南山区成为我国首个GDP过万亿元的地市辖区。（新华 社） •香港特区政府统计处27日公布的数据显示，2025年香港全年整体出口货值与进口货值均实现双位数增长，其中整体出口货值创下历史新高。数据显示， 2025年，香港商品整体出口货值较2024年上升15.4%。同时，商品进口货值上升15.5%。2025年全年录得有形贸易逆差4466亿港元。（新华社） •恒生银行在香港联交所的上市地位27日正式撤销。恒生银行于1972年上市。退市后，恒生银行成为香港上海汇丰银行有限公司（简称"汇丰亚太"）和 ...

[music] Hello and welcome to market domination overtime. Stocks closing the train day mixed. Our very own Ines Fay has the headlines.Enes. >> Yeah, Josh. And just taking a look at the three major averages.We're seeing the S&P 500 appearing to close just a hair above its last record high at 6978. Then also taking a look at the Nasdaq Composite up 9/10en of a percent and the Dow Industrial Average down 8/10en of a percent weighed by United Health. I do want to point out the US dollar because we have been seei ...

Market Overview - World stocks and the S&P 500 reached new highs, driven by strong U.S. earnings reports [1] - The U.S. dollar fell to a four-year low due to various factors including geopolitical concerns and U.S. policy direction [4] Stock Performance - The S&P 500 is approaching 7000 points, with South Korea and Brazil also hitting new record highs [3] - Nine sectors in the S&P 500 saw gains, particularly in technology and utilities, while healthcare and energy sectors declined [3] Currency Movements - The U.S. dollar is experiencing significant selling pressure, leading to a broad decline [4] - The Swiss franc has reached an 11-year high against the dollar, reflecting its status as a safe-haven currency [5][6] Commodity Trends - Oil prices increased by approximately 3%, while gold and silver rebounded, contrasting with declines in platinum and palladium by 3-5% [3]

刚迈入2026年，不少人就发现身边的生活正在悄悄变化：买房的纠结选现房还是期房，买车的盯着价格战不敢下手，存钱的看着银行利率叹气。不出意外， 到了2026年下半年，房子、车子、存款这三件和普通人最息息相关的事，还会迎来更明显的改变。这些变化到底会影响我们的钱包和生活？该提前做好哪些 准备才能不吃亏？ 说，下半年买车选择多、价格划算，但也别只看价格，得关注车子的质量、口碑和保值率，要是有换车计划，上半年没下手的话，下半年可以抓紧，不然等 购置税优惠完全退坡，买车成本就真的上升了。 最后说说存款，2026年下半年大家可能要接受"存钱利息少"的常态了。过去两三年，银行存款利率一降再降，三年期定期存款利率从3%以上跌到了1字头， 10万块存三年，利息比以前少拿好几千。不过好消息是，下半年利率大幅下降的情况基本不会有了，会进入"低位徘徊"的状态。一方面是物价开始慢慢回 升，限制了利率下调的空间；另一方面，现在利率已经在历史低位，再降可能影响金融稳定。这意味着单靠存钱"躺赚"利息的时代彻底结束了，把钱全存在 银行，收益可能都跑不赢通胀。普通人可以多考虑多元化理财，比如买利率相对稳定的国债，或者风险较低的理财产品，也可以试 ...

Earnings Reports - Boeing (BA) reported a Q4 loss of -$1.91 per share after excluding a one-time sale of Digital Aviation Solutions for $10.55 billion, with revenues up +57% year over year to $23.95 billion [1] - UnitedHealth (UNH) beat earnings estimates by 2 cents at $2.11 per share, but revenues fell slightly by -0.04% to $113.22 billion, leading to a pre-market share drop of -15% [2] - General Motors (GM) exceeded earnings expectations with $2.51 per share, a +14% beat, and reported quarterly revenues of $45.29 billion, down -1.83%, while announcing a +20% increase in dividends [3] - United Parcel Service (UPS) posted earnings of $2.38 per share on revenues of $24.48 billion, beating estimates by +7.2% and +1.95% respectively, although shares were trading modestly down after initial gains [4] Market Expectations - January Consumer Confidence is anticipated to be reported at 90, slightly above the previous month's 89.1, but still below the 100 points average seen over the past four years, reflecting consumer strain from a delicate labor market and policy shifts [5] Upcoming Earnings - Texas Instruments (TXN) is expected to report Q4 earnings with flat year-over-year growth but a +10.7% increase in revenues, continuing a streak of eight consecutive quarterly earnings beats, with the stock up +13% since the start of the year [6]