Striking a balance: How gold, silver fit into the 2026 asset mix
According to a recent commodities outlook by PL Capital, 2026 is poised to witness a renewed focus on these metals, not merely as defensive hedges but as active building blocks in strategic asset allocation.
Budget 2026: Why market may shift from broad rallies to stock-specific bets
A key shift we expect is transition in policy emphasis from stimulating consumption to enabling production, reflecting a broader economic pivot from a ‘Buy India’ approach to a ‘Build India’ agenda.
7 equity mutual funds lose over 12% in 3 months. Do you own any?
Seven equity mutual funds lost over 12% in the last three months. There were 295 funds, of which 292 funds ended in the red. Here is a detailed breakup (Source: ACE MF)
Union Budget expectations, Q3 earnings, 6 other factors that may shape this week’s action on D-St
The sell-off was broad-based, with all sectoral indices finishing lower and midcap and smallcap stocks seeing notable wealth erosion.
Pre-Budget volatility clouds Nifty, Kalyan Jewellers may see relief rally, says Anand James
Anand James, Chief Market Strategist at Geojit Investments Limited, shares his view on Nifty’s fragile technical setup, the likelihood of heightened volatility around the Budget, and whether oversold stocks like Kalyan Jewellers are poised for a relief rally.
Top 5 largecap mutual funds to invest in January 2026
ETMutualFunds shortlisted top largecap funds based on mean rolling returns, consistency over the past five years, downside risk, outperformance, and asset size, with a minimum AUM threshold of Rs 50 crore.
Should you stop SIPs during market corrections? Here’s what investors need to know
Systematic Investment Plans (SIPs) in mutual funds are widely promoted as a simple and disciplined way to build long-term wealth. However, when markets turn volatile or portfolios show short-term losses, many investors begin to question whether SIPs would work in all conditions.
Oil holds onto gains as Iran keeps investors on edge
Oil prices extended gains on Monday after climbing more than 2% in the previous session, as tensions between the U.S. and Iran kept investors on edge even after Kazakhstan’s main export pipeline resumed full operations.
Yen firms as markets on watch for intervention
A rising yen dragged the dollar broadly lower in early trade on Monday, with markets on alert about the prospect of intervention in the yen and investors cutting dollar positions ahead of a Federal Reserve meeting and possible Fed chair announcement.
Tense Fed is set to lead global peers with interest-rate hold
Global central banks, including the Federal Reserve, are expected to hold interest rates steady amid heightened political pressure and global economic uncertainty. Despite President Trump’s calls for lower rates, officials are prioritizing policy independence. Peers in Brazil, Canada, and Sweden may also maintain current settings, reflecting a unified stance on independence.