Factsheet Index
  • Global Macro & Markets
  • Domestic Macro & Markets
    • India's high frequency data update
    • Events to watch out
    • Monthly Performance for Key Indices
  • Market View
Macro and
Equity Market
Outlook
GLOBAL MACRO & MARKETS
India’s NSE NIFTY 50 index ended the month of January 2026 in red (-3.1%). Among major global indices, the Japanese NIKKEI (+5.9%), Morgan Stanley Capital International (MSCI) World (+2.2%), the Euro 50 (+2.7%) and the S&P 500 (+1.4%) ended the month of January 2026 with positive returns. Performance was positive among Emerging Market (EM) indices, with the MSCI EM, Hang Seng, BOVESPA Brazil recording sequential returns of (+8.8%), (6.9%), and (+12.6%) respectively.
The London Metals Exchange (LME) Metals Index rose (+7.0%) in January 2026, as global trade tensions remained volatile. West Texas Intermediate (WTI) and Brent Crude rose MoM, by (13.6%) and (16.2%), respectively, as markets remained cautious given tariff uncertainties and geopolitical concerns.
The Dollar index fell (-1.4%), through January 2026, with the US Dollar (USD) appreciating vis-à-vis Emerging Market (EM) currencies (+1.6%) and appreciating against the Indian Rupee (INR) on the spot market (+2.4%). India 10Y G-Sec yields rose by 10.80 bps, while US 10Y G-Sec yields rose by 6.85 bps, and the German Bund yield fell by 1.20 bps, with rates settling at 6.69%, 4.23% and 2.84%, respectively.
Domestic Macro & Markets
The BSE SENSEX fell (-3.5%) in January 2026, in line with the NSE NIFTY Index. The BSE Mid-cap index & the BSE Small-Cap index underperformed the BSE SENSEX, falling by (-3.9%) & (-6.3%), over the month of January 2026, respectively. Sector-wise, Metals, PSU and Bankex were the top outperformers over the month of January 2026, clocking (+5.5%), (+4.5%) and (0.5%) respectively. Three out of BSE Sensex’s 13 major sectoral indices ended the month of January 2026 in green.
Net Foreign Institutional Investors (FII) flows into equities were Negative for January 2026 at –($3.97 Bn), following (-$2.51 Bn) in December 2026. Domestic Institutional Investors (DIIs) remained net buyers of Indian equities for the 29th consecutive month with flows of +$7.61 Bn in January 2026 compared to (+$8.10 Bn) In December 2025.
India's high frequency data update:
Record levels of Goods and Services (GST) collections, stable retail inflation, deflated input inflation, rising core sector outputs, and elevated credit growth augurs well for the Indian economy.
Purchasing Managers’ Index Manufacturing PMI:
India’s Purchasing Managers’ Index Manufacturing (PMI) in January 2026 rose to 55.4 from 55.0 in December 2025, continuing to remain in the expansion zone (>50) for the 51st straight month. The figure remained well above the long-term average, signalling continued strength in the sector. The reading indicates a solid improvement in operating conditions at the start of the year. Factory output expanded at a faster pace, supported by robust domestic demand, while new orders also increased, driven mainly by the domestic market, with a modest rise in exports. Employment rose slightly, the fastest pace in three months, as firms hired to meet higher workloads.
Goods and Services Tax (GST) Collection:
Gross collections of INR 1.93 Tn (+6.2% YoY) in January 2026 concluded the forty sixth consecutive month of collections over the INR 1.4 Tn mark. This growth was driven by both domestic transactions, which rose by 4.8%, and import-related GST, which surged by 10.1%. Overall, the data indicates stable revenue momentum with notable contributions from imports and improved net realizations.
Core Sector Production:
The index of eight core sector industries grew (+3.7% YoY) in December 2025, against a 2.1% growth in November 2025. Five out of eight constituent segments grew YoY, driven by Cement production (+13.5% YoY), Fertilizers (+4.1% YoY), Steel (+6.9% YoY), Electricity Generation (+5.3% YoY) & Coal (3.6% YoY).
Industrial Production:
Factory output growth as measured by the Index of Industrial Production (IIP) grew YoY by (+7.8%) in December 2025, vs a growth of (+6.7%) YoY in November 2025. Driven by positive growths in all the 3 major sectors- Mining (+6.8% YoY), Manufacturing (+8.1% YoY) and Electricity (6.3% YoY).
Credit growth:
Scheduled Commercial Bank Credit growth for December 2025 rose to (+14.4%) YoY vs (+11.4%) YoY as of December 2025. Agriculture and allied activities credit in December 2025 grew to (+12.1%) YoY, while industrial sector credit grew by (+13.3%) YoY, the services sector credit grew by (+15.3%) YoY.
Inflation:
December’s 2025 Consumer Price Index (CPI) inflation rate accelerated YoY to 1.33%, up from 0.71% in November. Food inflation slowed YoY to (-2.71%), down from( -3.91%) in the previous month of November 2025 but remaining negative for the Seventh consecutive month. The Wholesale Price Index (WPI) inflation rose sequentially in December 2025, with the print at (+0.83%) YoY, primarily due to increase in prices of primary articles and manufactured products.
Trade Deficit:
Indian Merchandise Exports rose by (+1.8%) YoY to $38.5 Bn in December 2025, supported by government measures, including export incentives aimed at mitigating the economic impact of the 50% US tariffs imposed at the end of August 2025. Imports rose by (+8.8%) YoY to $63.6 Bn, despite a weak rupee and the decline in global energy benchmarks during the period. Merchandise trade deficit rose to $25.04 Bn, growing 21.55% YoY.
Events to watch out for in February 2026:
Trade Related News flow:
Finalisation of the Trade deal with the EU during January 2026 seen as a good positive for the markets as it aims to significantly remove tariffs on over 90% of the goods traded between the two like European automobiles and agricultural products, as well as Indian textiles, leather, marine products, and gems and jewellery. Finalisation of Indian bilateral agreement with the USA to be watched closely.
Federal Open Market Committee (FOMC Meet):
The US Federal The outcome of the FOMC meeting held on January 28, 2026, was that the Federal Reserve decided to keep the interest rate unchanged at 3.5% to 3.75%. This decision was made after a two-day meeting, , emphasizing a cautious approach due to persistent inflation pressures and signs of stabilizing labour market conditions. The FOMC's vote was not unanimous, with two members dissenting and preferring a rate cut. The next Federal Open Market Committee (FOMC) meet is scheduled for 17-18th March 2026.
The Reserve Bank of India Monetary Policy Committee (RBI MPC) Meet:
The RBI's Monetary Policy Committee (MPC) conducted its monetary policy meeting from 4th to 6th February 2026. After a detailed assessment of the evolving macro-economic conditions and the economic outlook, the MPC voted unanimously to keep the policy repo rate unchanged at 5.25%. The decision comes amid an improved growth backdrop following higher government spending outlined in the Union Budget, the announcement of an India–US trade deal, and progress on the India–EU free trade agreement, allowing the central bank to stay on hold while assessing evolving conditions. The MPC is expected to meet next in April 2026.
Other things to watch out for:
Organization of the Petroleum Exporting Countries (OPEC+) has paused further increases for the first quarter of 2026 due to seasonal demand weakness and concerns about a global supply surplus. The group recently reaffirmed this policy in a meeting on January 4, 2026.
Geopolitical concerns with US military action against Venezuela, Uncertainties in the Gaza strip & Russia-Ukraine tensions still ongoing amidst other numerous conflicts.
Monthly Performance for Key Indices:
Source:NIMF Research, Bloomberg, RBI, Budget Document
Note: Market scenarios are not reliable indicators for current or future performance. The same should not be construed as investment advice or as any research report/research recommendation.
Past performance may or may not be sustained in future.
Market View
Indian equity markets entered the year of 2026 regaining their previous highs following last year’s correction, while valuations though off their peaks, remain in line with long-term averages. Markets have witnessed a narrow trend with large cap indices like Nifty 50 outperforming the broader markets in calendar year 2025.
This trend continued in Jan’26 as well. Overall, the performance gap widened between the large cap and small cap indices reflecting the selloff in small cap stocks driven by relatively higher valuations
On positive note the recent Free Trade Agreement (FTA)/ trade deal announcements first with European Union (EU) and then USA (details to be finalized) may have positive impact on the market sentiment along with potentially creating a platform for better growth possibilities and lower currency volatility.
The Union Budget presented on Feb 01, 2026 showcased the efforts to make India future ready with a focus on Biopharma, Data Centres, Renewables, Logistics, Tourism, Data Centers, Semiconductors ISM 2.0, High speed rail corridors, Inland waterway etc. Overall, the budget sets a road-map for long term holistic growth across manufacturing, services, consumption without compromising the fiscal prudence.
The earnings cycle seems to have bottomed out, with signs of a potential recovery ahead. Corporate earnings are expected to trend higher on the likely improvement in domestic growth/demand.
India's relative valuation to Emerging markets has moderated meaningfully over the last year and more, creating a better base for global investors.
However, with geopolitical worries in few geographies and growth calibration in some economies we expect the short-term volatility to remain elevated.
Asset allocation in line with the risk appetite of the investor is an important tool to navigate any unanticipated volatility. While valuations have moderated from the peaks of last year, overall economic recovery and the global uncertainties needs to be monitored in this regard Large Cap & Large Cap oriented diversified strategies along with hybrid funds appear to be better placed on risk-reward basis, while Mid/Small cap allocation may be considered in a staggered manner through systematic investment with a long-term view.
Disclaimer:
The current fund philosophy may change in future depending on market conditions or fund manager’s views. The sectors mentioned are not a recommendation to buy/sell in the said sectors. The scheme may or may not have future position in the said sectors.
The information herein above is meant only for general reading purposes and the views being expressed only constitute opinions and therefore cannot be considered as guidelines, recommendations or as a professional guide for the readers. The document has been prepared on the basis of publicly available information, internally developed data and other sources believed to be reliable. The sponsors, the Investment Manager, the Trustee or any of their directors, employees, Associates or representatives (‘entities & their Associate”) do not assume any responsibility for, or warrant the accuracy, completeness, adequacy and reliability of such information. Recipients of this information are advised to rely on their own analysis, interpretations & investigations. Readers are also advised to seek independent professional advice in order to arrive at an informed investment decision. Entities & the associates including persons involved in the preparation or issuance of this material, shall not be liable in any way for any direct, indirect, special, incidental, consequential, punitive, or exemplary damages, including on account of lost profits arising from the information contained in this material. Recipient alone shall be fully responsible for any decision taken on the basis of this document.

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