'In India's case, an extended earnings slowdown accompanied by rich valuations have dimmed returns since late 2024.'
'... with the rest split between mid and smallcaps, as valuations are becoming more attractive across segments.'
'Mark Mobius's life was dedicated to investing.'
'The March correction was clearly due to the war and with prospects of that coming to a conclusion, there is a natural rally.'
'Markets never fully lose hope. But an important shift could come if the Strait remains closed -- moving from high prices to no prices.'
'In investing, poor sentiment is always a good vintage to build a portfolio.'
'Oil is still well below its all-time highs, and the world is gradually running out of known reserves.'
'The day that the market realises that they've overspent (on AI) and there's a sudden collapse in the capex, then India can start outperforming again.'
'Given that India underperformed emerging markets by 28 per cent in 2025, the worst performance in over 30 years, the timing of the sharp STT hike could have been better.'
'When markets go into a budget with excessive optimism, the risk of disappointment is higher.'
'The primary market's rhythm mirrors investor confidence. While sentiment may appear cautious, it reflects maturity, not weakness.'
'The outlook for the next Samvat is more constructive, as many of the earlier drags are gradually becoming supports.'
'For most investors, I recommend a low double-digit allocation (10 to 12 per cent) to gold and silver combined.'
'The world is heading into a period of serious problems, and gold and silver are among the few ways to protect oneself.'
'A balanced portfolio mix of domestic and international equity, fixed income, and precious metals is recommended.'
'From tariff tensions and border skirmishes to unrest in West Asia.' 'The worst may be behind us. But any further upmove will now have to come from earnings.'
'Indian markets may underperform global peers for the next two quarters.' 'But beyond that, India should catch up and resume its long-term growth path.'
'If nominal growth improves and earnings pick up, Indian stock markets could see a rally next year.'
'We continue to view India as a standout within EM.'
'As long as Sebi maintains transparency and market stability, the Jane Street episode is unlikely to deter long-term foreign capital.'
'Investors who remain calm, consistent, and disciplined through short-term volatility are usually the ones who benefit most in the long run.'
'When you have the best market at your doorstep, international diversification is a distraction.'
'Investors should continue with their SIPs, especially during market corrections.' 'For those looking to start new SIPs, beginning with large-cap funds is a prudent strategy, followed by flexi-cap and value-oriented approaches.'
'Right now, silver -- and especially platinum -- are very cheap compared to gold. If I were buying today, I would choose platinum.'
'I am more optimistic about India than before.'
'This is also a time when you realise that short-term trading and dabbling in derivatives may result in financial losses.'
'2025 is the year to build a portfolio for the future. Focus this year should be on valuations and visible growth.'
These are testing times for the mutual fund industry.
With a change in investor preference to cyclical stocks like those of capital goods, infrastructure and automobile firms, the defensives, especially the IT pack, have taken a back seat.
With the US housing and labour markets on the mend, the healing looks more durable, say RBS's Sanjay Mathur and Louis Kuijs.
Interview with Vice-Chairman and Joint Managing Director, First Global
Jim Rogers says India needs to do a lot to put its house in order.
The new Guv needs to focus on structural inflation problems.
Interview with Asia-Pacific economist, Morgan Stanley
Interview with president and CEO of Tata Mutual Fund.
'More investors now view the stock market as a valuable opportunity, though many still seek quick gains, leading to a rise in futures and options trading.'
He also feels that central banks have injected too much liquidity, which is not sustainable and will end badly for investors.
Given the recent weakness in the rupee and the high forward premium, information technology companies can prove to be good defensive stocks with low downside risks in the prevailing market conditions, Moses Harding, head (global markets group), IndusInd Bank, tells Puneet Wadhwa.
'Geopolitics will be the most important driver of financial markets in 2025.'
'Subject to any worldwide economic collapse.'
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