Marcin Frąckiewicz

Insider selling by U.S. executives hit a five-year high as the S&P 500 topped 7,000, raising correction fears amid warnings from the IMF and Northern Trust. Infosys shares fell over 6%, dragging Sensex and Nifty lower after weakness in U.S. tech stocks. Nintendo shares dropped 10% on chip shortage concerns despite strong Switch sales. Gulf markets rose ahead of earnings, supported by non-oil growth and higher oil output.

Indian stocks surged after a new India-US trade deal, with Nifty up 574 points to 25,663 and Sensex gaining 1,929 points to 83,595. U.S. President Trump announced a tariff cut on Indian goods to 18%. Sector gains topped 3%, led by Adani Ports, Bajaj Finance, Reliance, and Infosys. Prime Minister Modi welcomed the agreement.

Bitcoin tumbled below $80,000 on Saturday, erasing $800 billion in value since October and dropping out of the global top 10 assets. The selloff followed U.S.-Iran tensions and a stronger dollar, with gold and silver also falling. Middle Eastern dividend stocks offered yields up to 8.15% as regional markets declined. India’s Sensex and Nifty 50 are set to open higher after a post-budget slide.

IFCI Ltd. shares jumped over 9% to Rs 60.08 after the National Stock Exchange received a No-Objection-Certificate for its IPO, ending a decade-long wait. India’s stock markets will open on Sunday, February 1, for the Union Budget 2026. Sensex and Nifty have averaged modest gains on Budget days over the past 15 years. Invesco S&P US Dividend Aristocrats ESG Index ETF shows neutral technical signals.

Barclays shares rose 68% in the past year, closing at £4.86 after reporting £26 billion revenue and £5.9 billion net income. The National Stock Exchange of India and Bombay Stock Exchange will stay open all weekdays in February, with live trading on Sunday, Feb. 1 for the Union Budget. McEwen Mining posted US$166.5 million revenue but a US$12 million net loss, with shares trading near fair value at US$24.15.

5N Plus Inc. shares have surged over 1,200% in a decade, while Brookfield Infrastructure Partners trades near $48.35, up from $20 ten years ago. PROCEPT BioRobotics rose 3.95% in one day but remains down 57.81% year-over-year. Micron Technology posted 57% cloud revenue growth and trades at a forward P/E of 11.6. India’s Sensex jumped nearly 600 points to 82,451 on trade deal optimism.

Believe S.A. (BLV.PA) traded at €17.20 in EURONEXT pre-market with average volume and a negative EPS of -0.03. Indian Sensex dropped 436 points and Nifty fell 110 points as FIIs sold ahead of the India-EU FTA announcement. Auto stocks led declines after reports India may cut tariffs on European car imports. Lumine Group (TSXV:LMN) shares fell 36.6% in a year, closing at CA$24.11.

USA Rare Earth shares jumped 40% after the company announced progress at its Texas project and the U.S. government disclosed plans for a $1.6 billion stake. UFP Technologies closed at $258.68, up 9% in 30 days, as valuation debates continue. Analysts urge caution with high-yield stocks, highlighting stable cash flow and strong balance sheets as key for safe income investments in 2026.

U.S. Gold (USAU) closed at $22.60, up 207% in a year, but a DCF analysis values it at $562.13, suggesting 96% undervaluation. MKS Instruments (MKSI) surged 30% to $217 this year, but DCF puts fair value at $129, indicating 68% overvaluation. Protean eGov shares fell 30% in three months as net income dropped 6.2% over five years. Jash Engineering’s stock rose 634% in five years, despite recent declines.

MillerKnoll closed at $19.59, down 9.3% over the year, but a DCF analysis values the stock at $26.44, suggesting 25.9% undervaluation. TransAlta shares dropped 28% in 90 days to CA$17.41, while analysts estimate fair value at CA$24.27. Fortinet closed at $81.64, up 8.3% in a week but down 15.7% over a year; five-year return is 182%. Arq received its first price target, prompting investor reassessment.

Indian equities opened flat January 19, with Nifty50 at 25,573 and Sensex near 83,200, as global markets slipped and volatility rose. FIIs sold ₹3,263 crore, while DIIs bought ₹4,234 crore. Shadowfax Technologies launched a ₹1,000 crore IPO. Soybean futures edged up, but export commitments lagged last year by 25%.

The BSE Sensex rose 187.64 points to close at 83,570.35 and the NSE Nifty gained 28.75 points to end at 25,694.35 on January 18, trimming earlier gains as Asian markets fell. GIFT Nifty futures signal a weak start for the next session. Foreign investors sold shares worth Rs 4,346 crore, while domestic investors bought Rs 3,935 crore. Markets reacted to U.S. tariff threats and global trade concerns.