Indian investors are increasingly entering a more sophisticated phase of portfolio construction, with diversification across asset classes, themes, and geographies becoming foundational, according to Vasanth Kamath, Founder & CEO of Smallcase.
Japan's Topix stock index reached an all-time high on Friday. Easing concerns about the nation's debt provided a boost to shares. The government approved a record budget for the next fiscal year. This budget aims to balance proactive fiscal policy and debt management. Benchmark Japanese government bonds also gained slightly. This indicates a positive outlook for the Japanese stock market.
Bharat Dynamics shares have rebounded sharply from recent lows, moving above a key short-term moving average amid rising volumes. Momentum indicators signal improving strength, while derivatives data points to a bullish bias. Analysts see scope for near-term upside and suggest option strategies to benefit from sustained positive momentum.
Multi-asset allocation funds that invest in a mix of three or more asset classes have been top performers over the past one year, outpacing pure equity funds and surprising many investors, as reported by ET Bureau.
Lenskart Solutions shares rose on Friday after the company disclosed a fresh acquisition update from the Republic of Korea, highlighting its investment in technology-enabled eye-testing and lens-cutting equipment through its Singapore arm.
Bitcoin hovered around $89,000 on Friday amidst low year-end trading volumes. Price action remained rangebound as liquidity drove market direction. Analysts noted ETF inflows and stablecoin supply influenced movements. Altcoins showed mixed performance. Experts advise a patient, risk-managed approach until stronger institutional participation emerges. Global macro developments also impacted crypto's link to monetary policy.
America is restarting its graphite mines after decades. Demand for this key battery material is soaring, driven by electric cars and electronics. Companies like Titan Mining in New York are developing new sites. This move aims to secure domestic supply chains and lessen dependence on China. Future production could meet significant US needs.
RVNL shares surged nearly 25% in five sessions as optimism around revised railway fares and expectations of higher Union Budget 2026 allocations boosted investor sentiment across railway stocks.
The US stock market is nearing a third straight year of double-digit gains, driven by AI optimism, easing rate expectations and steady growth, with the S&P 500 up over 17% in 2025 after strong rallies in 2023 and 2024. However, sustaining the rally into 2026 will be tougher and hinges on robust corporate earnings, a supportive Federal Reserve and continued AI-led investment.
