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The Big Review: Markets near bottom, selective opportunities emerging for FY27
https://economictimes.indiatimes.com/markets/stocks/news/the-big-review-markets-near-bottom-selective-opportunities-emerging-for-fy27/articleshow/130114743.cms

HDFC Securities report highlights India’s macro stability despite global risks, with steady growth, moderating inflation and controlled fiscal trends. Earnings may grow modestly, valuations are cooling, and markets near a bottom, offering selective opportunities supported by domestic liquidity and retail participation.
Markets may be entering opportunity phase; focus on selective bets: Dhiraj Relli
https://economictimes.indiatimes.com/markets/stocks/news/markets-may-be-entering-opportunity-phase-focus-on-selective-bets-dhiraj-relli/articleshow/130115067.cms

Dhiraj Relli warns elevated crude prices may impact inflation, rates and earnings amid global uncertainty. However, India’s macro remains stable with steady growth, improving valuations and favourable risk-reward, as markets shift toward stock-specific opportunities and broader earnings participation.
Iran war ceasefire fails to bring FIIs to India, Rs 2,811 crore sold as caution lingers
https://economictimes.indiatimes.com/markets/stocks/news/iran-war-ceasefire-fails-to-bring-fiis-to-india-rs-2054-crore-sold-as-caution-lingers/articleshow/130116804.cms

Indian equities rallied sharply after easing geopolitical tensions and falling oil prices, boosting sentiment and rate-sensitive sectors. Despite this, foreign investors continued selling, reflecting caution. Stable policy and improving macro conditions support outlook, but sustainability depends on earnings, oil trends and global developments.
Pakistan stocks see biggest-ever surge after US-Iran ceasefire, KSE 100 jumps 12,000 points
https://economictimes.indiatimes.com/markets/stocks/news/pakistan-stocks-see-biggest-ever-surge-after-us-iran-ceasefire-kse-100-jumps-12000-points/articleshow/130116925.cms

Pakistan’s stock market surged sharply after a temporary ceasefire between the United States and Iran eased tensions. The rally triggered a trading halt amid volatility, reversing earlier losses, as improved sentiment and hopes of diplomatic progress lifted investor confidence.