Tariff-stunned markets faced turmoil with Trump’s tariffs shaking global asset prices. The S&P 500 recorded its biggest weekly drop since March 2020, while the Nasdaq Composite entered a bear market. Investors fear a global recession, with the U.S.-China trade battle escalating. Upcoming earnings reports and inflation data may further influence market outlook amid uncertainties.
ETMarkets Smart Talk| Building a Rs 10-lakh portfolio in 2026? Naveen Kulkarni of Axis Securities recommends 50%+ in equities
Indian markets are at record highs. Investors are reviewing asset allocation for the coming year. Naveen Kulkarni of Axis Securities PMS suggests a ₹10-lakh portfolio