To shield against US President Donald Trump's tariff shock, analysts have been advising investors to focus on stocks of domestic-oriented companies, rather than export-centric ones, to minimise potential losses.
'New investors should enter gradually and stay cautious.' 'Silver is a structural multi-year story, but timing matters in a high-volatility metal.'
Foreign investors fled Indian equities in 2025 at a scale never seen before, pulling out a record Rs 1.6 lakh crore (USD 18 billion) as volatile currency movements, global trade tensions, especially potential US tariffs, and stretched valuations eroded risk appetite, though flows are expected to turn sustainably positive in 2026.
While gold continues to provide safety after its strong 2025 rally, well-chosen real estate investments held with a long-term view remain attractive.
From Rs 73k to over Rs 1.2L between January-December 2025 -- is buying gold in 2026 still sensible?
Gold and silver prices are poised to maintain their record-setting rally in the coming week as investors focus on global inflation data and key macroeconomic indicators that shape central bank policy paths, analysts said.
Finance Minister Nirmala Sitharaman on Thursday said the government cannot restrain retailers from trading in Futures and Options (F&O) but will definitely create awareness regarding the risks involved in putting money in such instruments.
They accounted for 39.1 per cent of the premium paid to trade equity options in September 2025.
The average daily turnover (ADTV) in the derivatives market rose to a 12-month high in October, touching 506 trillion - up nearly 46 per cent since June - as volatility picked up and concerns over further regulatory tightening eased. Derivatives activity had slumped earlier this year after the Securities and Exchange Board of India (Sebi) capped weekly expiries to two days and discontinued weekly contracts on non-benchmark indices.
Just over a year ago, India was investors' top pick among EMs. Its slide down the rankings follows $30 billion (over 2.5 trillion) of foreign selling over the past 12-13 months.
The country's largest listed auto parts company by market capitalisation, Samvardhana Motherson International, reported a better than expected operating performance in the second quarter (July-September) of 2025-26 (Q2FY26). Though the global passenger vehicle (PV) market is facing multiple headwinds, the company is outperforming on the back of higher content per vehicle and market share gains.
Assessing where their funds are flowing gives traders a hidden edge in predicting the market direction and momentum.
'The danger is that when the music stops, the fall will be sudden, faster, and deeper than anyone expects,' warns Debashis Basu.
Days after an outage at MCX, Sebi chairman Tuhin Kanta Pandey on Tuesday expressed his displeasure over "repeated" instances of breakdowns at exchanges.
New Delhi might have loudly welcomed an age of multipolarity, hedging and strategic autonomy. But it seems the winner in that game is Islamabad, not us, points out Mihir S Sharma.
Algo trading should be segregated in a separate account with only risk capital deployed.
The country's largest airline IndiGo on Tuesday reported a loss of Rs 2,582.10 crore in the September quarter as higher forex losses and expenses impacted the bottom line, and it expects to induct the first long range Airbus A321 XLR aircraft in December. The airline, which had a loss of Rs 986.7 crore in the year-ago period, said hedging actions and more revenues in foreign currencies from international operations will help cushion the currency movements.
US-based hedge fund Jane Street, which allegedly made handsome gains through market manipulation, has deposited the mandated Rs 4,843.57 crore in an escrow account in favour of Sebi and requested it to lift certain restrictions. The watchdog is examining the request, Sebi said in a statement on Monday.
Silver prices are up 59.3 per cent in 2025, hitting nearly $44.55 an ounce (oz) in international markets and Rs 137,040 per kilogram (kg) in India on Thursday. It's the best return the metal has given since 2016.
'While we expand into other areas, banca remains our primary channel, and we continue to be a banca-led organisation.'
As the rally in precious metals takes centre stage in 2025, most analysts recommend a larger allocation to gold over silver despite the latter's outperformance this year. In the current calendar year (CY25), spot gold prices in dollar terms rallied
This is the longest winning streak for gold in the last three decades.
Ask rediffGURU Naveenn Kummar your insurance mutual fund and personal finance-related questions.
'The investigation is at a very critical stage. We are not going to give every single document.'
When we talk about Exchange-Traded Funds (ETFs), a few of their features that strike our mind are their low cost, easy-to-understand composition, and simple trading. While Index ETFs have always been popular among investors, Gold ETFs have garnered interest in recent years due to gold prices fluctuating near their all-time highs. But from a long-term investing context, do these ETFs really deliver?
'Long-short SIFs are designed for seasoned, high-risk, high-reward investors, who understand market volatility.'
Ask rediffGURU and PF expert Nitin Narkhede your mutual fund and personal finance-related questions.
'Sebi's measures are necessary to align the derivatives market with its underlying cash market, as the current disconnect is unsustainable.'
This is the first-ever India vs Pakistan final across 17 editions of the Men's Asia Cup since the tournament's inception in 1984.
India's shrimp sector was pushed into uncertainty following US President Donald Trump's decision to impose a 25 per cent tariff on all goods imported into the US from India.
Ask rediffGURU Naveenn Kummar your insurance mutual fund and personal finance-related questions.
The country's largest listed gold jewellery maker, Titan Company, maintained its growth pace in the April-June quarter of 2025-26 (FY26).
'We need to get a better share of the pie because we were the cash cows for a long time.'
India's purchase of Russian oil has risen to 2 million barrels per day in August, as refiners continue to prioritise economic considerations in their sourcing decisions. As much as 38 per cent out of an estimated 5.2 million barrels per day of crude oil imported in the first half of August came from Russia, according to global real-time data and analytics provider Kpler.
Life Insurance Corporation of India's (LIC) annualised premium equivalent (APE) growth remained weak in the fourth quarter of the financial year 2024-25 (Q4FY25) and flat in FY25, but management expects growth to rebound in FY26. The focus remains on improving product mix by increasing share of non-participating or non-par products in the individual APE.
In the Indian stock market, investors are interested in the actions of both domestic and foreign institutional investors (FIIs and DIIs). These groups have wealth as well as expertise in research, which makes them powerful participants in the Indian stock market. Their buy and sell positions have a large effect on stock prices and market sentiment due to the large volume.
Markets regulator Sebi on Monday announced that it has allowed Jane Street, the US-based proprietary trading firm accused of market manipulation, to resume trading after the company deposited the mandated Rs 4,843.57 crore in an escrow account. The move comes after Jane Street complied with Sebi's directive, issued in the interim order dated July 3, to deposit the amount in an escrow account.
'As one former Indian diplomat put it to me, Delhi has access to the White House, but Islamabad has access to Mar-a-Lago.'
The Insurance Regulatory and Development Authority of India's (Irdai's) decision to allow insurers to hedge risks through equity derivatives will help them manage market volatility and protect policyholder returns. However, this move is unlikely to alter their investment strategies.
'Many global investors have been overweight on dollar assets, so some diversification or hedging is naturally expected.'
