Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Stock Market Daily Podcast 01/26/2026
Welcome back to the show! Today’s podcast episode was created from the following stories:
How Hedge Funds Are Tapping Prediction Markets and Their Data for an Edge
Prediction markets like Kalshi and Polymarket are drawing institutional attention—not for direct trading, but for the data exhaust they generate. Funds and data firms are ingesting volumes and odds to spot shifts in consensus, with some claiming early signals ahead of key macro prints and potential uncorrelated gains. While adoption for macro modeling is still cautious, partnerships (like Polymarket with ICE and Dow Jones) point to a growing pipeline of institutional-grade data products.
Pre-Budget setup: Nifty enters high-stakes zone. How to trade before D-Day
With the Nifty slipping below its 200-day moving average amid FII outflows and a weaker rupee, technicians see a sell-on-rise setup below 25,500, with potential downside toward 24,700–24,400. Expect heightened swings around Budget announcements (even with Sunday trading open), and continued near-term pressure in realty. Tactical ideas highlighted include selective momentum names showing strength above key moving averages.
How Mukul Agrawal tweaked his Rs 6,500-crore portfolio in Q3. Here’s all you need to know
Veteran investor Mukul Agrawal made a mix of fresh entries and tactical trims in Q3, adding names like Hindustan Construction, Alcargo Logistics, and Sudeep Pharma after steep corrections. He also increased stakes in select holdings while paring winners and exiting laggards, signaling a barbell approach of value hunting and profit protection. The reshuffle reflects a response to last year’s small-cap volatility while positioning for recovery opportunities.
Stock market holiday: Will NSE and BSE remain closed on January 26 for Republic Day?
Indian equity and derivatives markets (NSE and BSE), along with MCX, are closed on Monday, January 26, for Republic Day. Trading across all segments resumes on Tuesday, January 27, with a full slate of additional market holidays lined up through 2026. Plan liquidity and execution accordingly around the holiday calendar.
