India’s market valuations are considered expensive on an absolute basis but less so compared to other global markets. Vikash Kumar Jain highlights rate-sensitive sectors, consumption, and an out-of-consensus overweight on IT as potential growth areas. He notes that while a global AI stock consolidation could benefit India, a broader correction might lead to multiple contractions.
Decoding gold rally: Why yellow metal surged 15% in one month and should bullion be in your portfolio?
Gold has staged a sharp 15% rally in August after a volatile start to the year, supported by renewed ETF inflows, strong central-bank buying, expectations
August 26, 2026