Market Trends: Investor Moves, Sector Highlights, and Global Valuation Signals in Early 2026

In early 2026, Indian markets show cautious optimism amid range-bound trading, with sectors like metals, PSU banks, and select capital plays gaining attention. Prominent investors Radhakishan Damani and Vijay Kedia have recently exited certain small-cap stocks, prompting discussions on market fundamentals. Meanwhile, small finance banks are evolving toward universal banking, supported by steady loan growth. Globally, the U.S. stock market's elevated Shiller CAPE ratio signals potential overvaluation, while platinum prices rally due to sustained supply deficits. Additionally, BSE's transformation into a high-margin exchange highlights shifts in India's financial landscape.