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State-bank divestments: India may reduce its ownership in five state-run banks, including UCO Bank and Indian Overseas Bank, through stake sales or by the banks themselves selling shares to large investors. The goal is to decrease the government's holding in these lenders to below 75%. This move aims to boost the banks' liquidity and lending capacity amid economic uncertainty.

Sampath Reddy, Founder & CIO of Azurean Investment Managers, highlights the attractiveness of large private sector banks amidst current market conditions. He cautions against mid and smallcap segments due to elevated valuations and higher risks. Reddy also notes the strong performance and potential earnings growth in capital market plays but advises caution if market becomes bearish.

Inflation in India is expected to ease in the coming months, with Consumer Price Index (CPI) inflation projected to remain in the range of 4.2-4.5 per cent in the fourth quarter of FY25, according to a report by Bank of Baroda.

More clarity will come over the next 15 days as more US earnings will come in. But US banks are going to have a blockbuster quarter and you can expect more IT spends from US banks and Indian IT will benefit from that as well.

Jamie Dimon, who is currently considered one the leading predictors of the US markets, along with being one of the leaders of a premier banking institution in the US, has recently stated that Donald Trump's victory was quite obvious to him, as the last election was to overthrow an 'ineffective government'.

Indian manufacturing firm Zetwerk Pvt is planning an initial public offering in Mumbai, aiming to raise at least $500 million. The company is working with several banks and could be valued at around $5 billion. Zetwerk aims to list this year and is backed by investors including Peak XV Partners and Lightspeed India Partners.

JPMorgan Chase on Tuesday named Jennifer Piepszak, co-CEO of its commercial and investment bank, as its chief operating officer.

Global inflation is anticipated to stay elevated until at least 2028, with an average rate of 3.5% in three years according to a survey by the German Ifo Institute and Swiss Economic Policy Institute. Inflation rates are expected to exceed central banks' targets, suggesting that major interest rate cuts are unlikely.

In December, mutual funds showed interest in banks, healthcare, retail, consumer durables, technology, and real estate leading to a month-on-month (MoM) rise in their weights, according to a report by Motilal Oswal Financial Services. Favourite sectors

Gold and silver demand in 2025 will be influenced by global factors. Gold demand is driven by concerns over European debt, geopolitical instability, and central bank buying. Silver demand will increase due to industrial uses in green economy applications, including photovoltaics and EVs. Rate cuts, Chinese recovery, and silver ETF inflows are additional positive factors.