📈 Market Outlook: Positive Bias with Sector-Specific Opportunities

Date: 6 January 2026 🔍 Market Overview Indian equity markets are expected to open on a positive note, supported by strong quarterly business updates, upbeat global cues, and encouraging domestic macroeconomic data. Gift Nifty is trading higher by around 0.3%, indicating a firm start. In the previous session, markets witnessed profit booking near record highs, but the broader trend remains bullish. Any intraday or short-term correction is likely to be viewed as a buy-on-dips opportunity. 🌍 Global Market Cues US Markets: Closed over 1% higher, led by energy and defence sectors amid geopolitical developments. European Markets: Traded higher with gains in defence and mining stocks. Asian Markets: Opened mixed but supported by strength in metal and technology stocks. Commodities: Copper surged to a record high above $13,000/ton due to global supply concerns. Gold rose sharply on geopolitical uncertainty. Brent Crude traded higher near $61/bbl. 🏭 Sector-Wise Outlook 🔩 Metals Sector – Strong Positive Record-high copper prices are expected to benefit metal and mining companies, driven by supply constraints and global demand optimism. 🛒 FMCG Sector – Positive Strong quarterly updates and robust demand trends support a positive outlook for consumer goods companies, especially in food, personal care, and health-focused categories. 🏗️ Infrastructure & Defence – Positive Higher government spending expectations on defence and rail infrastructure, amid rising geopolitical tensions, bode well for related sectors. 🏠 Real Estate – Positive Strong sales momentum and demand revival point towards continued strength in the realty sector. 🏦 Financials (PSU Banks & NBFCs) – Positive Healthy loan growth, rising deposits, improving asset quality, and strong Q3 business updates support a bullish stance on banks and NBFCs, particularly PSU banks and small finance banks. 💍 Gems & Jewellery – Positive Strong festive and wedding season demand has led to robust revenue growth across the gems and jewellery sector. 🔋 Power, Renewables & Energy – Positive Order wins, expansion into battery energy storage systems (BESS), and renewable capacity additions support a positive outlook. 📊 Index Technical Outlook Nifty 50 Trend: Positive with higher highs and higher lows intact Resistance: 26,400 – 26,500 Support: 26,150 – 26,050 Bank Nifty Trend: Buy on dips Resistance: 60,437 – 60,750 Support: 59,750 – 59,500 🧠 Market Strategy Expect sector- and stock-specific action rather than a broad-based rally. Focus on financials, metals, FMCG, real estate, defence, and energy-related sectors. Volatility may persist due to global events, but the medium-term sentiment remains bullish, supported by earnings momentum and Union Budget expectations. ⚠️ Disclaimer This blog is for educational and informational purposes only. We are not SEBI registered investment advisors or research analysts. The views expressed are based on publicly available information and market observations. Investments in securities markets are subject to market risks. Please consult your financial advisor before making any investment decisions. Past performance is not indicative of future results.