'If nominal growth improves and earnings pick up, Indian stock markets could see a rally next year.'
This marks a rebound after more than two years of underperformance during a strong rally in smallcap stocks.
The post-Covid euphoria surrounding direct equity investing has ebbed in 2025. Individual investors have turned net sellers in the domestic equity market, pulling out about 8,461 crore so far this year - a sharp reversal from the record purchases seen in 2024, according to a report by the National Stock Exchange of India (NSE).
'We saw 581 chocolate orders per minute and 324 rose orders per minute.'
The BSE Sensex has been one of the top-performing areas of investment in the past 40 years, consistently delivering double-digit returns in rupee terms, beating assets such as global equities, precious metals, and fixed income.
The reason is obvious: Both the benchmark indices have almost doubled from their March 2009 levels. The reasons for the stake sales vary from meeting their company's working capital requirements to debt repayment. A few did so for business expansion.
A bewildered world is at a loss to find bilateral and multilateral measures to stop President Trump from pursuing his vision of a world unabashedly dominated by the United States, points out T P Sreenivasan.
'A staggered investment approach (using SIP or STP) can help investors benefit from this opportunity while reducing timing risk.'
'An asset must generate income. Equities yield dividends, bonds pay coupons, deposits give interest, and real estate earns rent.' 'Gold, silver, and even Bitcoin produce no income, they merely store value. So, they should not be compared to productive assets.'
We are well within a bull market. I would remain invested
'Only four or five original companies remain; the rest have been replaced every decade as sectors evolve or leadership shifts.' 'Companies that fail to adapt -- like many textile mills from the 1970s and shipping firms from the 1980s -- disappear.' 'Benchmark indices reward those who reinvent themselves in line with economic demands.'
Investors who constantly hop between 'top-performing' funds often end up earning far lower returns than the very funds they invest in -- simply because they enter late and exit early. Best investors don't chase returns, they chase discipline, says Ramalingam Kalirajan.
Mutual fund industry extended its bull run in 2025, adding a staggering Rs 14 lakh crore to its asset base and pushing total AUM to a record Rs 81 lakh crore by November, powered by surge in retail participation and record SIP inflows. Venkat Chalasani, chief executive officer of AMFI, told PTI that the industry's outlook remains positive, with steady SIP inflows continuing to offset foreign portfolio investor outflows and strengthening market resilience.
'New investors should enter gradually and stay cautious.' 'Silver is a structural multi-year story, but timing matters in a high-volatility metal.'
'Exiting during corrections tends to lock in losses. Patient investors have benefited from holding through similar drawdowns in past cycles.'
The domestic stock market will continue to monitor the Israel-Iran conflict and its impact on global supplies besides prices of crude oil this week, analysts said. Global trends and trading activity of foreign investors would also drive investors' sentiment during the week.
The New Tata Punch is a fantastic deal for first-time buyers. You get SUV capabilities and premium features like Clima Touch Automatic Temperature Control, an integrated air purifier, and rain-sensing wipers, says Rajesh Karkera.
If you redeem your investments when prices have fallen sharply, you will be selling at low prices and may make a permanent loss. On the other hand, if you remain patient and remain invested, you give your investment the time to recover, says Dwaipayan Bose
Novice investors must understand that volatility is an inherent part of equity markets and learn to navigate through such phases.
Sanjay Malhotra has made structural changes to banking regulation to bring down costs and increase efficiency. Plus, he kicked off a benign interest regime. But there are challenges ahead.
Let us understand where this bull market is coming from.
The benchmark indices are set to end their five-month gaining streak, but the market breadth continues to hold strong So far this month, stocks gaining have outnumbered those declining, a sign that the bulls still have the upper hand, even as the pullback in the S&P BSE Sensex and the National Stock Exchange Nifty indicates otherwise. On the BSE, 2,126 stocks have advanced and 1,955 have declined in August, translating into an advance/decline ratio (ADR) of 1.1.
He also feels that central banks have injected too much liquidity, which is not sustainable and will end badly for investors.
'The outlook for the next Samvat is more constructive, as many of the earlier drags are gradually becoming supports.'
'The pace of gold's ascent is striking, with prices rising from $3,500/oz to $4,000/oz in just 36 days -- far quicker than the historical average of 1,036 days taken to achieve similar $500/oz gains.'
Don't let panic ruin your wealth. Avoiding these mistakes can save you from HUGE losses, says Ramalingam Kalirajan
Despite recent underperformance, MNC funds have delivered over longer time frames.
All Sensex firms, except Power Grid, ended in the positive territory. Titan, Bajaj Finance, State Bank of India, Larsen & Toubro, Axis Bank, Bajaj Finserv, Asian Paints and Zomato were the biggest gainers.
In a falling market, the value of your investment keeps going down. However, the reduction in value is purely a notional loss if you remain invested. When you redeem in a falling market, the notional loss becomes a permanent loss, explains Anamika Pareek.
'This is also a time when you realise that short-term trading and dabbling in derivatives may result in financial losses.'
'Investors looking at the next 6-12 months can be certain that the Fed will maintain its easing cycle, and we expect the overall environment to be conducive for fixed income investments for portfolio diversification.'
Investment guru Carl Delfeld on why he is optimistic about India.
'If the Sensex remains over 5000 for some time, it will climb higher,' says says Ramesh S Damani.
Once a quality stock has been bought, the next challenge is to hold on to it -- no mean feat in this age of information overload and incessant noise.
When it comes wildlife, stock market investors can immediately identify with bulls and bears. But there are other animals in the stock market jungle too.
'The world is heading into a period of serious problems, and gold and silver are among the few ways to protect oneself.'
Technical charts indicate a possibility of a meaningful correction in the upcoming months.
