There was significant stock-specific activity, including notable movements in IEX influenced by regulatory concerns and renewed discussions about Vodafone Idea’s long-term challenges. This risk-averse sentiment was mirrored in mutual fund data, as equity scheme inflows decreased in December, as investors became more cautious regarding valuations and global influences.
Internationally, all eyes were on the United States, where softer-than-expected job figures for December heightened uncertainty about the economic outlook and the Federal Reserve’s next policy action. Trade tensions resurfaced on Friday as India reacted to tariff threats, reaffirming its stance on energy security and sourcing.
Additionally, remarks from US Commerce Secretary Howard Lutnick regarding the stalled US-India trade agreement introduced further geopolitical uncertainty, with India refuting claims that sought to attribute blame to Prime Minister Narendra Modi.
Stay with us for all the latest updates and insights—there’s much to explore!
Markets end two-week winning streak, suffer worst week in four months
Indian equity markets concluded the week on a low note, breaking a two-week winning trend and registering their sharpest weekly drop in four months. The market capitalisation of BSE-listed companies shrank by over ₹15 lakh crore throughout the week, amid increased selling pressure across sectors. The Nifty fell nearly 2.5% for the week, with all sectoral indices closing in the red, and some sectors plummeting by as much as 6%.
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Equity mutual fund inflows decline 6% in December; AUM decreases to ₹80.23 lakh crore
Net inflows into equity mutual fund schemes fell by 6% month-on-month to ₹28,035 crore in December, down from ₹29,894 crore in November, based on data released by the Association of Mutual Funds in India (AMFI).
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Lutnick claims US-India trade deal stalled because PM Modi didn’t call President Trump
US Commerce Secretary Howard Lutnick asserted that the trade agreement between the US and India did not materialize due to Indian Prime Minister Narendra Modi’s failure to reach out to US President Donald Trump.
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India defends its energy policy amid US tariff threats, rejects blame on Modi for stalled trade deal
The Indian government reiterated its well-known stance on energy sourcing, indicating continued ties to oil imports from Russia despite a looming 500% US tariff threat.
On January 8, US President Donald Trump supported a bill proposing a 500% tariff on India, China, and other nations purchasing Russian oil. “We are aware of the proposed bill and are closely monitoring the developments,” stated MEA spokesperson Randhri Jaiswal in response to a CNBC-TV18 inquiry.
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US added fewer jobs than expected in December, while unemployment rate declines
The US labor market concluded 2025 on a mixed note, with December job creation underperforming expectations, although the unemployment rate unexpectedly declined, as per data released on Friday by the Bureau of Labour Statistics (BLS).
Nonfarm payrolls increased by a seasonally adjusted 50,000 in December, falling short of the downwardly revised 56,000 in November and significantly below the Dow Jones estimate of 73,000. The report provided a muddled view, with businesses reporting subdued hiring while household data indicated employment growth.
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Vodafone Idea faces greater challenges beyond AGR, according to IIFL’s Balaji Subramanian
Vodafone Idea Ltd., the heavily indebted telecom operator, may have gained some relief regarding its outstanding Adjusted Gross Revenue (AGR) dues, but it still confronts larger issues, as explained by IIFL’s Balaji Subramanian.
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IEX Market Coupling Case: Stock drops over 7%, APTEL sets next hearing for Jan 19
The tribunal concluded the hearing for the day regarding the Indian Energy Exchange’s (IEX) request to reverse the Central Electricity Regulatory Commission’s (CERC) July 2025 directive on day-ahead market (DAM) coupling, which caused significant volatility in the IEX stock.
APTEL sought clarity from CERC on the withdrawal of the order, which remained unresolved at the conclusion of the hearing.
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Mamata accuses ED of targeting I-PAC office to steal TMC strategy
West Bengal Chief Minister Mamata Banerjee accused the ED of functioning as a political instrument of the BJP to “steal” her party’s internal strategy, asserting that there was nothing improper in her presence at the premises connected to I-PAC during the central agency’s recent raids.
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Iran enforces internet and phone blackout as protesters respond to exiled prince’s call for mass demonstration
Iran’s government disconnected the country from the internet and international telephone lines on Thursday night (January 8) in response to a nighttime demonstration led by the country’s exiled crown prince that gathered a large number of protesters shouting from their windows and taking to the streets.
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Government plans amendments to the National Highways Act to expedite road projects
The government is contemplating changes to the National Highways Act, 1956, aimed at hastening road project implementations and resolving long-standing delays, as per sources informed by CNBC-TV18.
The proposed amendments are expected to be introduced during the forthcoming Budget Session of Parliament and are part of a broader initiative to accelerate highway and infrastructure progress nationwide.
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