Puneet Wadhwa

Investors unlikely to make much money in India next year: Marc Faber

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.

Gold price forecast 2026: WGC sees up to 30% rise amid flight to safety

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.

This $48.7 billion in AUM fund manager bets on Indian equities for 2026

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.

Midcaps to outperform large, smallcaps in 2026: Nilesh Shah, Kotak AMC

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

Rupee hits 90-mark against US dollar: Why, outlook and market strategy here

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

Debt repayment, capital expenditure: How IPO proceeds are being utilised

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

Manufacturing-related stocks have more headroom left, say analysts

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

Brokerages remain bullish on markets for 2026 as Sensex hits new high

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

Consumption stocks yet to fully price GST 2.0 boost: Analysts

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

IT, pharma to gain most from rupee fall; don't jump to buy yet: Analysts

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

BSE Smallcap index hits over 7-week low in trade; Symphony, CMS Info slip

The BSE Smallcap index is trading lower for the fourth straight day, quoting at its lowest level since September 30, 2025.

Market forecast 2026: UBS, Franklin Templeton AMC, Emkay, others decode

Most brokerages remain optimistic on the road ahead for the Indian equity markets and expect the Sensex to hit new highs in 2026 provided earnings remain supportive

Morgan Stanley's bull-case scenario: Sensex at 107,000 by December 2026

India is ending 2025 with its worst relative performance versus the emerging markets (EM) since 1994, Morgan Stanley said. Relative valuations, they believe, have corrected meaningfully

Sensex at 300,000? It's very much possible! Here's the calculation

The superior EPS growth rate in India, Goldman Sachs believes, would come on the back of strong structural growth and demographic tailwinds

Indian markets a relative-return disaster; rupee bottom at 89: Chris Wood

The biggest risk to the bottoming out of the rupee, Wood believes, is the continuing resort to handouts in state election politics which have been a feature for the past two years

D-St to act as hedge for funds looking to trim global AI play, say analysts

Analysts are growing cautious about the surge in semiconductor and AI stocks, warning that stretched valuations may signal a bubble

Retail investors' NSE market-cap share at 22-yr high of 18.75% in Q2FY26

After four successive quarters of decline, total promoter ownership in NSE-listed and Nifty 500 companies held broadly steady at 50.1 per cent and 49.3 per cent, respectively, in Q2-FY26

Is the gold price rally trying to warn against a rise in inflation?

Christopher Wood, global head of equity strategy at Jefferies expects gold prices to hit $6,600/oz going ahead, up 57 per cent from the current levels.

Expect a shift from derivatives to cash-market investing: Emkay's Karwa

As the global artificial intelligence (AI)-led trade moderates due to rich valuations, India will re-emerge as one of the most attractive growth markets in a slowing global environment, Karwa said

India to be 3rd-largest economy by 2028; equities remain pricey: UBS

From a stock market perspective, however, UBS remains underweight on Indian equities as valuations in their view still look expensive relative to the ordinary fundamental performance of companies.