Puneet Wadhwa

Silver, Axis Securities said, has broken out of a multi-year consolidation phase, signaling the early stages of a long-term structural uptrend

OPEC+, according to a Rabobank International note, will respond to lower prices through supply cuts or through the refined products market

Over a shorter duration of 5-years, the CAGR return from gold was even better at 23.2 per cent as compared to 16.5 per cent for Indian equities and 19.6 per cent for US equities, FundsIndia said.

Combined with persistent fiscal deficits, slower global growth and rising geopolitical concerns, suggest gold is entering a 'higher-for-longer' regime, and may scale $5,000 over the next year, it said

Our analysis over past two decades suggests Nifty sustains higher valuations only during periods of strong earnings growth/upgrades, which is unlikely next year, Shah said.

After significant outflows around $8 billion overall and $17 billion from equities, FII holdings are at multi-year lows, said Ankur Jhaveri of JM Financial Institutional Securities

The Nifty SmallCap 100 index has shed 7 per cent thus far in 2025 amid liquidity constraints as analysts believe retail investors have preferred IPOs over smallcap stocks.

IndiGo flight disruptions: As brand IndiGo takes hit, analysts caution on likely adverse impact on earnings and foresee up to 8 - 22 per cent further crack on the stock.

The value of gold, the note said, is only 60 - 70 per cent of the jewellery purchase price. The weak performance of diamonds, which form a meaningful part of the jewellery purchase price, caps gains.

Besides cutting interest rates by 25 bps, the RBI also revised its GDP growth forecast for fiscal 2025-26 (FY26) upward to 7.3 per cent from the current estimate of 6.8 per cent

Investors should diversify, as we don't know what the world will look like in five years. Markets valuations are sky-high, but the economic reality for ordinary people is not good, Faber said.

On the downside, gold prices, WGC said, can slip 5 per cent to 20 per cent in CY26. For that to happen, Donald Trump's policies need to succeed, resulting in stronger-than-expected growth.

After a cyclical slowdown in 2025, wrote Gustavo Medeiros, head of research at Ashmore Group in a 2026 market outlook report, macroeconomic indicators in India are looking increasingly positive.

After a stellar run in 2025, gold and silver, Shah said, should continue to see upside in the year ahead, aided by sustained central bank buying

Dollar outflows from FPIs, trade deficit probably widening with export growth slowing down, and the trade deal with US is still not on the table are the three main reasons why the rupee is falling

data on 189 IPOs where information is available show that the total amount to be raised through fresh equity was Rs 1.20 trillion, with another offer for sale (OFS) component being Rs 62,000 crore

At the bourses, meanwhile, Nifty India Manufacturing index, which has outperformed the market by surging 26 per cent in the past nine months

Morgan Stanley sees the Sensex at 107,000 by December 2026 translating into an upside of around 24 per cent from the current levels

The consumer sector, according to a Motilal Oswal note, reported the third quarter of mid-single-digit earnings growth of 5 per cent year-on-year in Q2-FY26

On Monday, the rupee advanced amid reports that the RBI resumed efforts to support currency via overseas and onshore markets