Global tensions took centre stage overnight after US President Donald Trump announced a 25% tariff on any country doing business with Iran, a move that adds fresh uncertainty to global trade and geopolitics. The developments come amid mounting international concern over Iran, with the United Nations saying hundreds have been killed in protests as security forces clamp down.
Back on the markets, veteran investor Raamdeo Agrawal flagged autos as a potential star sector for 2026, even as policymakers and regulators weigh in on issues ranging from gig worker protections to India’s bond market ambitions. Bloomberg has deferred a decision on including Indian government bonds in its Global Aggregate Index, while global central banks have publicly reaffirmed their support for the US Federal Reserve’s independence.
Back home, focus remains on corporate and policy developments. The Labour Ministry has urged quick-commerce firms to rethink 10-minute delivery branding, while the Tata Trusts may see a key board induction this week. Investor interest is also building around the long-awaited NSE IPO, with market participants urging a long-term view rather than a listing-day frenzy. Meanwhile, tech giants Apple and Google confirmed a multi-year AI partnership.
Closer to home, Maharashtra has imposed a four-day liquor ban ahead of civic polls, with stock markets set to remain shut on polling day. Here are the key stories to watch today.
Donald Trump announces 25% tariff on any country doing business with Iran effective immediately
US President Donald Trump wrote on his Truth Social on Monday local time that any country doing business with Iran will face a 25% tariff. The tariff will be applicable on "any and all business being done with the United States of America and is effective immediately," Trump wrote on his social media account.
Read More Here
UN rights office says hundreds killed in Iran protests
The UN human rights chief said on Tuesday that he was "horrified" by mounting violence by Iran's security forces against peaceful protesters, with the UN citing its own sources as saying that hundreds have been killed so far.
Read More Here
Raamdeo Agrawal's big call: Auto will be the star sector in 2026
Veteran investor Raamdeo Agrawal believes the auto sector will emerge as the market’s standout performer in 2026. "I think auto will be the star of the year...I think you should buy auto ETF," he said, speaking at CNBC-TV18 Market Forum.
Read More Here
ALSO READ: Trump changed the rules, China woke up, and Indian IT has a problem: Manish Chokhani
Labour minister nudges quick commerce firms to drop 10-minute delivery branding
Union Labour Minister Mansukh Mandaviya has held a series of meetings with quick-commerce companies over the past month and urged them to discontinue the marketing and branding of 10-minute delivery services to “protect rights of gig workers,” sources told CNBC-TV18.
Read More Here
Indian bonds inclusion in Bloomberg Global Aggregate Index deferred, review open
Bloomberg Index Services Ltd. has decided to keep its review of Indian government bonds for potential inclusion in the Bloomberg Global Aggregate Index open, citing the need for further evaluation of operational and market infrastructure aspects.
Read More Here
Global central banks back Federal Reserve, stress importance of independence
A group of leading international central banks has expressed solidarity with the US Federal Reserve and its Chair Jerome H Powell, underscoring that central bank independence is essential for economic and financial stability.
Read More Here
Neville Tata likely to join Sir Ratan Tata Trusts board this week
Neville Tata is likely to be inducted into the board of the Sir Ratan Tata Trusts this week, sources told CNBC-TV18. A board meeting of the Sir Ratan Tata Trusts is scheduled to take place on January 17, where Neville Tata’s induction is expected to be considered. If approved, the move would mark his entry into both of the two principal trusts that anchor the Tata Trusts framework.
Read More Here
NSE IPO may not be a 10x story from here, but a steady compounder, says Gurmeet Chadha
National Stock Exchange of India’s much-awaited IPO has once again caught investor attention, and Gurmeet Chadha, Managing Partner and CIO at Complete Circle, believes the exchange should be seen as a long-term compounding story rather than a listing-day trade.
Read More Here
Apple and Google confirm multiyear deal for AI technology, Siri
Alphabet Inc's Google confirmed that it has entered a multiyear deal with Apple Inc to power the iPhone maker’s artificial intelligence technology, including the Siri voice assistant.
Read More Here
Maharashtra announces four-day liquor ban ahead of civic polls; stock markets shut on polling day
The Maharashtra government has imposed a four-day dry period across 29 municipal corporation areas going to polls, banning the sale and consumption of alcohol from January 13 to January 16, as the state gears up for civic body elections.
Read More Here
/images/ppid_59c68470-image-176832256994834319.webp)



/images/ppid_a911dc6a-image-176832043702795855.webp)






