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.
an interaction with ET Markets, Joanne Goh, Senior Investment Strategist at DBS Bank, shares her outlook on gold and silver, cautions against froth in parts of the AI trade, and explains where she sees value emerging across Indian and Asian equities.
To the casual observer, it painted a picture of bureaucratic hesitation. But to those watching the flow of global capital, the silence on the phone line masked a thunderous shift in the global economic order.
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.
The American Academy of Pediatrics vaccine schedule differs from the new federal one in a number of ways, largely sticking to previous recommendations.
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)
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.
Goldman Sachs Timothy Moe expects India to stage an earnings-led comeback in 2026, with MSCI India earnings growth seen at 15%. Valuations are expensive but defensible, limiting upside from re-rating. A recovery in earnings, domestic consumption, financials and policy support could help revive foreign investor interest later in the year.
Anand James, Chief Market Strategist at Geojit Investments Limited, shares his view on Niftys fragile technical setup, the likelihood of heightened volatility around the Budget, and whether oversold stocks like Kalyan Jewellers are poised for a relief rally.
