After a year where gold and silver crushed global equity returns, fund managers are ‘overweight’ on stocks for 2026.
AI-led market performance has been concentrated in the Magnificent Seven and a handful of core infrastructure beneficiaries.
Dec 24 (Reuters) - Emerging market currencies rose to a near two-month high on Wednesday as a subdued U.S. dollar and local ...
Kotak Securities pegs Nifty's December 2026 target at 29,120 in their base case, nearly 13 per cent above current levels ...
INDA is rated Buy due to robust financial sector reforms, strong capital inflows, and projected earnings growth of 13.4%.
The last major tailwind is the AI exposure. Citi notes that EM markets still offer an attractive valuation-to-growth tradeoff versus developed peers, even after recent re-rating. “Key EM AI stocks ...
Investors are preparing for 2026 with a focus on building well-balanced portfolios. Sunny Agrawal of SBI Securities shares insights on asset allocation for the year ahead. Equities are expected to ...
Most investors knew this year would be different given U.S. President Donald Trump's return to power in the world's biggest ...
Silver just blasted to a record $75 per ounce, now up 158% in 2025, with traders piling in fast after months of vault inflows and growing fears of US trade ...
However, looking ahead, HSBC MF expects a return of FII investors into India, catalysed by two main factors: better earnings ...
Emerging markets are poised to start 2026 as a favored trade on Wall Street, with money managers betting a multi-year cycle ...