Gold, currency moves and global rebalancing shaped markets in 2025: Ray Dalio
Ray Dalio argues that currency moves, gold’s surge and global capital reallocation defined markets in 2025, not US equity rallies. He warns of low future returns, stretched valuations and rising risks from debt, geopolitics and weakening demand for government bonds.
Jefferies lifts RIL target after Rs 1 lakh crore fall, pins next leg of rally on Jio IPO, tariff hikes
A day after Reliance Industries (RIL) shares fell 4.4%, wiping out Rs 94,000 crore in market value, Jefferies raised its 12-month price target to Rs 1,830, maintaining a Buy rating. The brokerage cited a potential Jio tariff hike and an IPO of the telecom arm as key triggers for the conglomerate’s next re‑rating, implying roughly […]
ETMarkets Smart Talk | Why silver could stay volatile while gold turns stable in 2026, says Ajit Banerjee
Precious metals saw a stellar 2025 run, but 2026 may bring divergence. Gold is expected to remain a stable hedge, while silver’s volatility will be driven by industrial demand and China’s recovery. Investors should track key macro triggers as they recalibrate allocations.
Buy, Sell, or Hold? Morgan Stanley stays bullish on Trent; Motilal Oswal begins coverage on Groww
Brokerages strike a cautiously optimistic tone on retail, broking and agri stocks, flagging selective opportunities amid near-term pressures. Morgan Stanley stays positive on Trent, Motilal Oswal turns bullish on Groww citing strong growth visibility, while Nuvama maintains a Buy on AWL Agri despite a weak quarter.
Lodha Developers shares rise 2% after strong Q3FY26 operating performance
On Wednesday, shares of Lodha Developers experienced a remarkable surge in value. The company announced impressive sales bookings for the December quarter, showcasing a remarkable 25% year-over-year growth. This spike in performance is attributed to the surging demand for residential properties. Moreover, Lodha Developers has strategically expanded its array of projects, unveiling new constructions in […]
Dollar meanders as traders await key US economic data
The dollar remained stable ahead of key U.S. economic data, which traders deem more influential than geopolitical tensions. Markets largely ignored global conflicts, focusing instead on U.S. labor market figures and the Federal Reserve’s potential rate cuts. Investors await crucial employment reports to gauge the economic outlook.
CalPERS, Enam among investors eye stake in Inox Clean Energy
Major investors are set to acquire a stake in Inox Clean Energy. This deal values the renewable energy firm at over $5 billion. The investment signals strong interest in India’s clean energy sector. It will also fund Inox Clean Energy’s expansion plans. The company is growing its renewable generation and solar manufacturing capacities.
Can Ashok Leyland sustain its rally after a 27% surge since November?
Ashok Leyland shares are trading near record highs. The commercial vehicle maker saw strong sales growth in the December quarter. The company anticipates a better second half of FY26. This is due to lower taxes and increased infrastructure activity. Ashok Leyland is expanding its production capacity to meet rising demand.
How to buy gold and silver through mutual funds?
Mutual funds offer indirect investment in gold and silver through ETFs, fund-of-funds, and multi-asset allocation funds. Investors can utilize SIPs and STPs for systematic investments. Tax implications vary based on holding periods, with long-term gains taxed at 12.5%. A ‘buy on dips’ strategy and limited portfolio exposure are recommended after recent rallies.
TPG nears deal to buy 30-40% stake in Nirmal Jain’s IIFL Capital, open offer likely
US buyout group TPG Capital is nearing a deal to acquire a significant minority stake of 30-40% in Nirmal Jain’s IIFL Capital Services. This move could position TPG as the largest shareholder, coinciding with Jain’s plans to re-enter wealth management. The potential transaction, including an open offer, could be valued up to ₹8,000 crore.