Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Stock Market Daily Podcast 01/25/2026
Today’s podcast episode was created from the following stories:
Adani Group stocks slide up to 14% on US SEC heat
Adani Group stocks tumbled as much as 14% after reports that the US SEC sought court approval to email summons to Gautam Adani and Sagar Adani over alleged fraud and a $265 million bribery scheme. More than $9 billion in market value was erased across all 12 group stocks, with Adani Enterprises, Adani Green Energy, and Adani Energy Solutions leading declines. Analysts urged investors to await clarity as legal headlines revive concerns dating back to the 2023 Hindenburg report.
Sensex, Nifty slide nearly 1% as falling rupee, global tensions spark risk-off trade
India’s benchmarks fell nearly 1%, capping a bruising week as the rupee hit a record low and geopolitical tensions spurred risk-off sentiment. The selloff was broad, with mid- and small-caps underperforming, FPIs turning net sellers, and safe havens like gold and silver rallying as oil ticked higher. Adani Group-led declines and a more than ₹16 lakh crore weekly erosion in market cap underscored fragile sentiment.
The stock market is flashing a signal that inflation may be poised to spike
Energy and materials stocks are up over 9% year-to-date, far outpacing the S&P 500 and flashing a potential early warning for inflation, according to Tom Essaye of Sevens Report Research. He cautions that rotation away from mega-cap tech toward value, small-caps, and transports echoes the 2022 setup that hurt 60/40 portfolios. While markets still price in Fed cuts, some on Wall Street warn those expectations may prove over-optimistic.
‘Sell America’ has sparked a FOMO-fueled rush to gold and silver among everyday investors
Retail investors are piling into gold and silver after their standout 2025 performance, with FOMO and “Sell America” narratives pushing flows and foot traffic to bullion dealers. Daily net inflows into metals-focused products were elevated last year, and online chatter hit highs, though some investors have started taking profits and warn of correction risk. The frenzy shows how macro jitters and policy uncertainty are driving a flight to perceived safe havens.
Sebi approval opens door for 13 IPOs across diverse sectors
India’s market regulator cleared 13 companies to proceed with IPOs, opening the gates for fundraising across tech, infrastructure, and services. Sify Infinit Spaces plans a ₹2,500 crore fresh issue plus a ₹1,200 crore OFS, while Commtel Networks targets a ₹150 crore fresh issue and a ₹750 crore OFS. The approvals suggest primary markets remain active despite recent secondary-market volatility.
Ashish Kacholia reshuffles Rs 2,400 crore portfolio in Q3, adds 2 stocks, exits another. Check details
Ace investor Ashish Kacholia added AdCounty Media and Techera Engineering after sharp corrections, while increasing stakes in Gujarat Apollo and Knowledge Marine Engineering. He trimmed positions in Vasa Denticity and Walchandnagar Industries and appears to have exited Fineotex Chemicals amid steep drawdowns. The moves reflect selective bottom-fishing in smallcaps and pragmatic profit/risk management.
These Dividend Aristocrats wildly outperformed the S&P 500
Three Dividend Aristocrats—Albemarle, C.H. Robinson, and Cardinal Health—have trounced the S&P 500 over the past year while maintaining long dividend-growth track records. Despite modest yields, each carries favorable analyst ratings and potential price upside, offering income investors a blend of stability and momentum. The takeaway: high-quality dividend growers can still deliver outsized total returns.
Final thoughts
From India’s risk-off slide and Adani headlines to inflation signposts and a retail rush into precious metals, markets are navigating a delicate mix of macro stress and shifting leadership. Yet, deal flow in primary markets, smart stock picking by marquee investors, and resilient dividend growers highlight opportunities beyond the day-to-day volatility. Stay diversified, watch the policy and inflation signals, and keep a disciplined eye on quality as earnings and geopolitics steer the next move.
