Commodity-focused ETFs have delivered strong three-year returns, led by gold and silver funds. Edelweiss and Motilal Oswal top the list, while UTI, SBI and Quantum offerings provide diversified exposure for investors with a medium-term horizon seeking stability and inflation protection.
India's National Stock Exchange has approved a new unit to manage a national coal trading platform. This platform will allow electronic trading of physical coal using standardized contracts. It aims to address price inefficiencies and improve access for smaller participants. The exchange will facilitate physical delivery and potentially derivative products in the future.
Big tech's planned $600 billion AI spending surge in 2026 is fueling investor unease, impacting shares of Amazon and Alphabet. While Nvidia and Microsoft saw gains, data analytics firms like Thomson Reuters and RELX faced significant selling pressure due to existential threats from AI models.
A monthly SIP of Rs 25,000 invested over 25 years can help investors build a substantial corpus through disciplined investing. This analysis explains how investment horizon, expected returns and regular contributions shape long-term wealth creation, while highlighting the importance of goal-based planning before starting a SIP.
Headline capex understates the Union Budgets infrastructure push. Adjusting for equity infusions, state and private spending, and extra-budgetary resources shows effective Centre infrastructure spending rose 18% year-on-year, led by defence, transport, housing, and water, alongside PLI and targeted tax incentives.
NovaaOne Capitals Sunil Sanghai explains why the governments 4.3% fiscal deficit target reassures markets despite revenue constraints. In this ETMarkets Smart Talk, he highlights the importance of capex-led growth, fiscal discipline, and lesser-noticed structural reforms that could support long-term capital formation.
Quant Small Cap Fund reshuffled its portfolio in January 2026, exiting ONGC and three other stocks while adding Gillette India. The fund increased exposure to select small cap names, reduced stakes in a few holdings, and maintained positions across 83 stocks, according to its latest monthly factsheet.
Gold and silver saw their sharpest selloff in months as macro shocks, including a stronger US dollar, CME margin hikes and profit booking, triggered a technical correction. Experts say the fall reflects a healthy reset rather than weakening fundamentals, with long-term demand for bullion remaining intact.
ETMutualFunds outlines best mutual fund SIP portfolios for February 2026, tailored for conservative, moderate and aggressive investors. The analysis presents three investment baskets based on monthly SIP amounts, along with fund allocation strategies and the in-house methodology used to shortlist consistent and resilient performers.
Indias IPO market gears up for a busy week as three issues worth Rs 3,871 crore open between February 9 and 16. Fractal Analytics and Aye Finance lead the mainboard segment, while Marushika Technology adds momentum on the SME platform.
