दो दिनों तक डॉलर को पटखनी देने के बाद औंधे मुंह गिरा रुपया, RBI की दखल के बावजूद क्यों दबाव में

दो दिनों तक डॉलर को पटखनी देने के बाद औंधे मुंह गिरा रुपया, RBI की दखल के बावजूद क्यों दबाव में


Rupee vs Dollar: भारतीय रुपये पर एक बार फिर जबरदस्त दबाव देखने को मिला है. दो दिनों तक अमेरिकी डॉलर के मुकाबले मजबूती दिखाने के बाद गुरुवार को शुरुआती कारोबार में रुपया तीन पैसे टूटकर 89.90 प्रति डॉलर पर आ गया. वैश्विक स्तर पर कच्चे तेल की कीमतों में तेजी और विदेशी निवेशकों की पूंजी निकासी ने घरेलू मुद्रा को कमजोर किया है, जिससे बाजार में सतर्कता का माहौल बना हुआ है.

क्यों टूट रहा रुपया?

विदेशी मुद्रा कारोबारियों के मुताबिक, डॉलर की मजबूती और घरेलू शेयर बाजारों में नरमी ने रुपये पर अतिरिक्त दबाव डाला. अंतरबैंक विदेशी मुद्रा विनिमय बाजार में रुपया 89.96 पर खुला और बाद में हल्की रिकवरी के बावजूद 89.90 प्रति डॉलर पर कारोबार करता दिखा, जो पिछले बंद भाव से तीन पैसे की गिरावट को दर्शाता है.

गौरतलब है कि इससे एक दिन पहले बुधवार को रुपये को कुछ राहत मिली थी. भारतीय रिजर्व बैंक (आरबीआई) के संभावित हस्तक्षेप और वैश्विक कच्चे तेल की कीमतों में नरमी के चलते रुपया 31 पैसे मजबूत होकर डॉलर के मुकाबले 89.87 पर बंद हुआ था. इसी दौरान छह प्रमुख वैश्विक मुद्राओं के मुकाबले डॉलर की स्थिति को दर्शाने वाला डॉलर इंडेक्स 0.01 प्रतिशत की मामूली बढ़त के साथ 98.69 पर बना रहा.

क्या कहते हैं एक्सपर्ट?

मुद्रा बाजार के जानकारों का कहना है कि आरबीआई की सक्रियता से फिलहाल गिरावट पर कुछ हद तक अंकुश लगा है. फिनरेक्स ट्रेजरी एडवाइजर्स के कार्यकारी निदेशक अनिल कुमार भंसाली के अनुसार, रिजर्व बैंक ने 90.23 के स्तर पर डॉलर बेचकर यह संकेत दिया कि मुद्रा बाजार में एकतरफा चाल को स्वीकार नहीं किया जाएगा. हालांकि, उन्होंने यह भी कहा कि रुपये की आगे की दिशा को लेकर अभी स्पष्ट अनुमान लगाना मुश्किल है, लेकिन जनवरी में रुपया 89.50 से 90.50 के दायरे में बना रह सकता है.

इधर, घरेलू शेयर बाजारों में भी कमजोरी देखने को मिली. शुरुआती कारोबार में सेंसेक्स 255.86 अंक गिरकर 84,705.28 पर और निफ्टी 65.90 अंक टूटकर 26,074.85 पर पहुंच गया. अंतरराष्ट्रीय बाजार में ब्रेंट क्रूड का भाव 0.30 प्रतिशत की बढ़त के साथ 60.19 डॉलर प्रति बैरल रहा. वहीं, शेयर बाजार के आंकड़ों के अनुसार विदेशी संस्थागत निवेशक (एफआईआई) बुधवार को शुद्ध रूप से 1,527.71 करोड़ रुपये के शेयर बेचने वाले रहे, जिससे रुपये और शेयर बाजार दोनों पर दबाव और बढ़ गया.

ये भी पढ़ें: नए साल का बड़ा सरकारी IPO! ग्रे मार्केट में शेयर भर रहे उड़ान, क्या लिस्टिंग पर मिलेगा तगड़ा मुनाफा?



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AI to boost copper demand 50% by 2040, but more mines needed to ensure supply, S&P says

AI to boost copper demand 50% by 2040, but more mines needed to ensure supply, S&P says


Growth in the artificial intelligence
and defence ‌sectors will boost global copper demand 50 per cent by 2040,
but ​supplies are expected to fall short by more than 10 million
metric tonne annually without more recycling and mining, the
consultancy S&P Global said on Thursday.

Copper has long-been used widely across the construction,
transportation, tech and electronics industries as it is one of
the best electricity-conducting metals, is corrosion-resistant
and is easy to shape and form.

While the electric vehicle ​industry has lifted copper demand
the past decade, the AI, ⁠defence and robotics industries will
require even more of the metal during the next 14 years
alongside traditional consumer appetite for air conditioners and
other copper-hungry appliances, S&P said in ​its report.

Demand globally will reach ⁠42 million metric tonne per year
by that 2040 mark, up from 28 million metric tonne in 2025, the
report found. Without new sources of supply, nearly a quarter of
that demand is likely to ‌be unmet, the report found.

“The underlying demand factor here is ‌electrification of the
world, and copper is the metal of electrification,” Dan Yergin,
S&P’s vice chairman and one of ‍the report’s authors, told
Reuters.

AI is a major growth area for copper, with more than 100 new
data centre projects last year valued at just ‍under $61 billion,
Reuters reported last month.

The conflict in Ukraine and moves by Japan, Germany and
others to increase defence spending are likely to also fuel
copper demand, the report found.

“Demand for copper really is inelastic in the defence
sector,” said Carlos Pascual, an S&P vice president and former
US ambassador to Ukraine.

Nearly every electronic device contains copper. Chile and
Peru are the largest copper miners, and China is the largest
copper smelter. The United States, ⁠which has imposed a tariff on
some types of copper, imports half of its needs each year.

The report does ​not factor in potential supply from deep-sea
mining.

S&P published a similar report in ⁠2022 that forecasted
copper demand should the world reach carbon neutrality by 2050,
a goal described as “net zero.”

The report released on Thursday uses a different
methodology, S&P said, and forecasts demand using a base-case
assumption that copper demand will rise regardless of government
climate policy.

“The ⁠politics of the energy transition have changed pretty
dramatically,” Yergin said.

Published on January 8, 2026



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The last Russia-US nuclear treaty is about to expire. What happens next?

The last Russia-US nuclear treaty is about to expire. What happens next?


*New START nuclear treaty set to expire on February 5

*Putin proposes extending warhead limits, Trump yet to respond

*China’s growing arsenal is a concern for Washington

*Expert says risk reduction steps could offer way forward

Even at the height of their Cold War nuclear rivalry, the United States and the Soviet Union thrashed out a ​series of treaties to keep the arms race from spiralling out of control.

Though they agreed on ‌little else, leaders in Moscow and Washington saw value in talks – from 1969 until long ​after the Soviet collapse in 1991 – to create a stable and predictable framework limiting the size of their nuclear arsenals.

Now the last US-Russia nuclear treaty, New START, is just weeks away from expiring on February 5, and what comes next is uncertain. The two countries, preoccupied by the war in Ukraine, have not held any talks on a successor treaty.

Russian President Vladimir Putin proposed in September that both parties should agree for a further 12 months to adhere to the New START limits, which cap the number of deployed nuclear warheads at 1,550 on each side.

US ​President Donald Trump has yet to deliver a formal response, and Western security analysts are divided about ⁠the wisdom of accepting Putin’s offer.

On the one hand, it would buy time to chart a way forward, while sending a political signal that both sides want to preserve a vestige of arms control.

On the other hand, it would allow Russia to keep developing weapons systems outside the ​scope of New START, including its Burevestnik cruise ⁠missile and Poseidon torpedo. Former US defence planner Greg Weaver noted in a paper for the Atlantic Council that Russia had refused since 2023 to accept mutual inspections that would provide Washington with assurances that Moscow is still complying with the treaty.

Agreeing to Putin’s proposal, Weaver added, would also send a message to China that the ‌United States would not build up its strategic nuclear forces in response to China’s fast-growing nuclear arsenal.

“This signal ‌would likely undermine the prospects for bringing China to the arms control negotiating table, indicating to China that US forces will remain limited regardless of what China does.”

TRUMP WANTS TALKS WITH RUSSIA ‍AND CHINA, BEIJING SAYS NO

Russia and the United States have estimated total inventories of 5,459 and 5,177 nuclear warheads respectively, according to the Federation of American Scientists. Between them they account for nearly 87% of all such warheads globally.

China, however, has ‍accelerated its nuclear programme and now has an estimated 600 warheads. The Pentagon estimates it will have more than 1,000 by 2030.

While Trump has stated he wants to pursue “denuclearisation” with both Russia and China, Beijing says it is “unreasonable and unrealistic” to ask it to join three-way nuclear disarmament talks with countries whose arsenals are so much larger.

Further complicating the prospects for global arms control, Russia says the nuclear forces of NATO members Britain and France should also be up for negotiation – something those countries reject.

Nikolai Sokov, a former Soviet and Russian arms negotiator, said in a telephone interview that trying to forge a new multilateral nuclear treaty in this environment was “almost a dead end. It will take forever.”

Sokov, a senior fellow at ⁠the Vienna Center for Disarmament and Non-Proliferation, said one alternative would be for Russia and the US to work out a successor to New START that would include flexible warhead limits to take ​account of the Chinese build-up.

But a faster and more straightforward course would be for countries to focus on steps to reduce ⁠the significant risk of a nuclear war breaking out by accident. Right now, for example, only Russia and the US have a 24/7 hotline for use in a nuclear crisis, whereas “no European capital, not even the NATO headquarters, can actually communicate with Moscow. There is no dedicated line,” Sokov said.

“If parties at the same time also begin negotiations on arms control, that would be great. But you need to understand that the next ⁠treaty will be very, very complex… It will take time. So the number one priority is risk reduction and confidence building,” he added.

Published on January 8, 2026



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RBI intervenes again to support rupee, traders say

RBI intervenes again to support rupee, traders say


The ‍Indian central ​bank was seen ‌back ​in the foreign exchange market on Thursday, selling dollars through state-run ​banks to ⁠reinforce support for the rupee, traders ​said.

The ⁠rupee recovered to 89.8550 per US ‌dollar from 89.9775 ‌on back of ‍the intervention. This is ‍the second straight day when the RBI has stepped in with ⁠the intent pushing ​the dollar/rupee pair lower, ⁠a trader said.

Published on January 8, 2026



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IRB Infra, Gland Pharma, NCL Industries, Beezaasan, ACS Tech, Panacea Biotech and Midwest to remain in focus on Thursday

IRB Infra, Gland Pharma, NCL Industries, Beezaasan, ACS Tech, Panacea Biotech and Midwest to remain in focus on Thursday


The consolidated revenue from operations for Jubilant Foodworks Ltd (JFL), which operates fast-food chains Domino’s Pizza and Dunkin’ Donuts, has increased 13.4 per cent to ₹2,438.7 crore for the third quarter ended December 31, 2025. Its Standalone Revenue from Operations, which primarily consists of India revenue, was at ₹1,801.5 crore, up 11.8 per cent on year-on-year basis, said JFL, part of the Jubilant Bhartia Group, in its quarter preview for Q3/FY26. “During the quarter, 114 stores were added to the JFL group network, taking the total store count to 3,594 as of the end of the quarter,” the group said in a regulatory filing.

Beezaasan Explotech Ltd has completed the export of its products to a foreign country. The total value of the said export shipment is approximately ₹2.3 crore. This export reflects the company’s growing international presence and strengthens its position in overseas markets.

IRB Infrastructure and Developers (IRB) has posted a 12 per cent year-on-year rise in its toll revenue to ₹754 crore in December 2025. The revenue collection stood at ₹675 crore in the same month last year, IRB said in an exchange filing on Wednesday. The collection includes revenues from two of its InvITs, namely IRB InvIT Fund (Public InvIT) and IRB Infrastructure Trust (Private InvIT), the company added.

ACS Technologies Ltd has received a work order from Mahindra Defence Systems Ltd. This engagement represents a supply, installation, testing, commissioning, and integration (SITCI) contract for security and communication systems. The order value is ₹3,62,39,341.

Panacea Biotec Ltd has completed the enrolment of study participants (i.e., 10,335 study participants) in context of the DengiAll® Phase-III clinical trial. The company will continue to monitor each participant, post administration of the Investigational Medicinal Product (i.e., vaccine or Placebo), for a period of two years to examine the efficacy and immunogenicity of the vaccine.

NCL Industries has reported steady cement growth alongside segment-specific challenges for the quarter and nine months ended December 31, 2025. Core cement operations showed resilience with 5 per cent production and dispatch growth, while diversified segments faced volume pressures. Cement production rose 5 per cent YoY to 6,94,854 MT in Q3 FY26 from 6,61,049 MT, maintaining operational momentum. Dispatches followed suit at 6,93,229 MT, up 5 per cent YoY from 6,62,936 MT, reflecting balanced supply-demand dynamics. For 9M FY26, cement production reached 19,69,545 MT (up 3 per cent YoY) and dispatches hit 19,61,141 MT (up 2 per cent YoY), underscoring the segment’s role as NCL’s growth anchor amid infrastructure demand.

Gland Pharma Ltd (Gland or Company), a generic injectable & ophthalmic focused pharmaceutical company, has received approval from the United States Food and Drug Administration (USFDA) for its Abbreviated New Drug Application filed for Olopatadine Hydrochloride Ophthalmic Solution USP, 0.7 per cent (OTC). The product is therapeutically equivalent to the reference listed drug (RLD), Pataday Once Daily Relief, 0.7%, of Alcon Laboratories Inc (Alcon).

Midwest has received a Quarry Lease Work Order from the Department of Mines & Geology, Andhra Pradesh. The company will undertake quarrying operations for extraction of Coloured Quartzite Blocks useful for cutting and polishing purposes over an extent of 21.012 Hectares (51.92 Acres) located at Survey No. 299, Hanumanthunipadu Village & Mandal, Prakasam district, for 30 years commencing from 6 January 2026 to 5 January 2056, subject to requisite statutory approvals and compliance with applicable conditions.

Niyogin Fintech has announced a strong performance update for the third quarter ended December 31, 2025. The company demonstrated resilience across core businesses amid evolving market dynamics in unsecured lending. Tashwinder Singh, CEO and Managing Director, said, “During the quarter, we delivered resilient performance across our core businesses, supported by strong execution and traction in our platform-led offerings. In light of evolving conditions in select unsecured lending segments, we adopted a more cautious approach to loan disbursements, while inking new partnerships to scale in the coming quarters.”

Published on January 8, 2026



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3600 परसेंट का रिटर्न सिर्फ 5 सालों में… 52-वीक के हाई लेवल पर पहुंचा मल्टीबैगर स्टॉक

3600 परसेंट का रिटर्न सिर्फ 5 सालों में… 52-वीक के हाई लेवल पर पहुंचा मल्टीबैगर स्टॉक


Multibagger Stock: भारतीय शेयर बाजार में बीते बुधवार को कारोबारी सेशन के दौरान भले ही भारी बिकवाली देखने को मिली, लेकिन इस दौरान आरडीबी इंफ्रास्ट्रक्चर एंड पावर (RDB Infrastructure and Power) के शेयरों ने जमकर कारोबार किया. रियल एस्टेट और इंफ्रास्ट्रक्चर फर्म RDB इंफ्रास्ट्रक्चर एंड पावर के शेयर 7 जनवरी को इंट्राडे ट्रेडिंग के दौरान लगभग 3 परसेंट उछलकर 52 हफ्ते के नए हाई लेवल पर पहुंच गए. 

स्टॉक एक्सचेंज को दी गई जानकारी में कंपनी ने कहा कि बोर्ड ने सोलर एग्रो-पार्क्स प्राइवेट लिमिटेड के 70 परसेंट अधिग्रहण को मंजूरी दे दी है. इसका असर कंपनी के शेयरों पर दिखा. RDB इंफ्रास्ट्रक्चर एंड पावर के शेयर बुधवार को कारोबारी सेशन की शुरुआत NSE पर 69.42 रुपये के पिछले बंद भाव के मुकाबले 71 रुपये पर पॉजिटिव नोट पर की. इसके बाद 3 परसेंट की बढ़त के साथ 71.50 रुपये के इंट्राडे हाई पर पहुंच गया. स्टॉक के 52- हफ्तों का लो लेवल 35 रुपये है, जो इसने पिछले साल 9 सितंबर को टच किया था. कंपनी का मार्केट कैप 1,394.86 करोड़ रुपये है. 

5 साल में 3600 परसेंट का रिटर्न 

आपको बता दें कि पिछले 5 ट्रेडिंग सेशन में स्टॉक ने 8 परसेंट से ज्यादा की बढ़त हासिल की और बीते एक महीने में इसमें 45 परसेंट से ज्यादा की बढ़ोतरी देखी गई है. पिछले छह महीनों में RDB इंफ्रास्ट्रक्चर एंड पावर का शेयर 38 परसेंट तक चढ़ा, जबकि एक साल में यह 34 परसेंट तक उछला. वहीं, 5 साल की अवधि में, रियल एस्टेट सेक्टर के इस स्टॉक ने 3600 परसेंट से ज्यादा का मल्टीबैगर रिटर्न दिया है. 

क्यों शेयरों में आया उछाल? 

कंपनी ने स्टॉक एक्सचेंजों को बताया कि उसके बोर्ड ऑफ डायरेक्टर्स ने सोलर एनर्जी सेक्टर में काम करने वाली कंपनी सोलर एग्रो-पार्क्स प्राइवेट लिमिटेड की 70 परसेंट शेयर कैपिटल खरीदने के प्रस्ताव को मंजूरी दे दी है. इस डील के तहत, कंपनी 10 रुपये प्रति शेयर की फेस वैल्यू वाले 7000 शेयर खरीदेगी, जिनकी कुल कीमत 70000 रुपये होगी. इस इन्वेस्टमेंट के बाद सोलर एग्रो-पार्क्स प्राइवेट लिमिटेड में कंपनी की 70 परसेंट की हिस्सेदारी होगी. 

डिस्क्लेमर: (यहां मुहैया जानकारी सिर्फ़ सूचना हेतु दी जा रही है. यहां बताना जरूरी है कि मार्केट में निवेश बाजार जोखिमों के अधीन है. निवेशक के तौर पर पैसा लगाने से पहले हमेशा एक्सपर्ट से सलाह लें. ABPLive.com की तरफ से किसी को भी पैसा लगाने की यहां कभी भी सलाह नहीं दी जाती है.)

ये भी पढ़ें:

मल्टीबैगर स्टॉक का कमाल, एक साल में 132 परसेंट का रिटर्न देकर फिर 3 परसेंट उछला भाव 



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