Signs of a nearing US-China trade deal sparked a broad market rally, boosting stocks, oil, and copper, while Treasuries and gold declined. Investors are anticipating a potential accord, with top negotiators reporting progress on contentious issues. This development is seen as a short-term risk-on cue, though sustainability hinges on fundamental backing.

Over 300 companies, including major names like Adani, ITC, Larsen & Toubro, and Swiggy, are set to announce Q2 FY26 results this week. Earnings from sectors spanning energy, banking, consumer goods, and manufacturing will provide insights into corporate performance amid volatile commodity prices, shifting consumer demand, and changing monetary conditions. Investors will watch for trends in profitability and market sentiment.

The National Pension System (NPS) is undergoing a silent revolution. With the Multiple Scheme Framework now allowing 100% equity allocation, lower fees, and proposed exit flexibility, investors have unprecedented control over retirement planning. Over 9 crore Indians are already part of the system, which offers tax benefits, low costs, and long-term wealth-building potential—making NPS a powerful alternative to traditional retirement products.

Goldman Sachs turned bullish on India’s defence sector after DAC cleared Rs 790 billion in new projects, naming PTC Industries, Bharat Electronics, and Solar Industries as top picks. The brokerage sees up to 46% upside, citing strong order visibility and expanding opportunities in naval and missile systems.

Radhakishan Damani, India’s low-profile billionaire and “Retail King,” appears to have exited his decade-old stake in Tata Group’s retail arm, Trent. His holding, once 2.74% in 2010, has fallen below 1% in the September 2025 quarter. Damani’s exit follows years of stellar business and stock performance, sparking fresh speculation on Dalal Street about the rationale behind the move.

According to Axis Securities, the index is expected to trade between 25,500–26,300 with a positive bias this week.

Analyst consensus highlights nine Sensex stocks with strong upside potential over the next 12 months, projecting gains of 15% to 23%. Top picks include ICICI Bank, Trent, NTPC, Adani Ports, ITC, HDFC Bank, Reliance Industries, Eternal, and UltraTech Cement, offering investors research-backed guidance for positioning ahead of potential market rallies.

Copper, aluminium, and zinc prices are rallying globally amid supply constraints, strong demand, geopolitical tensions, and green energy transitions. China continues to dominate consumption. Short-term corrections are possible, but structural factors support a long-term bullish outlook, especially for metals critical to energy, infrastructure, and EV development.

In the last three months, 11 penny stocks delivered gains of 30% to 215%, with three becoming multibaggers. Selected for low market capitalization, sub-Rs 20 prices, and active trading, these micro-cap stocks show strong upward momentum. While offering high returns, they carry significant risk, requiring discipline, research, and risk management.