Day

December 24, 2025
Housing affordability improved across major Indian cities in 2025, led by Ahmedabad, Pune and Kolkata, thanks to lower home loan rates, Knight Frank said. Mumbai saw affordability fall below the crucial 50% EMI-to-income mark for the first time, signalling a more sustainable environment for homebuyers amid strong demand.
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Hindustan Copper shares hit a fresh all-time high as copper prices surged globally and domestically, driven by tightening supply, green energy demand and improving industrial outlook. Strong price momentum and operational leverage have kept the stock firmly in investor focus.
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For HNIs, investing is increasingly focused on capital protection, risk management and long-term sustainability, not just returns. ESG investing has become a key framework globally, shaping how investors assess business quality and influencing capital allocation decisions among U.S. investors, Indian HNIs and family offices.
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Varun Saboo of Anand Rathi Shares & Stock Brokers is optimistic about Indian markets for 2026, favoring BFSI and consumer sectors. He sees strong potential in nascent categories within FMCG and believes white goods offer long-term accumulation opportunities despite near-term weather impacts. Real estate also remains attractive due to robust demand and a continuing upcycle.
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Indian equities enter 2026 with improved valuations and stronger fundamentals after a volatile period. Experts anticipate sustained economic momentum driven by fiscal and monetary policies, with manufacturing and digitization poised for leadership. Investors are advised to diversify across market caps for long-term wealth creation.
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Indian investors are increasingly seeking global diversification despite regulatory hurdles like LRS limits and higher TCS. While interest in AI, tech, and defense themes grows, domestic fund capacity caps and a weakening rupee are shaping overseas investment strategies for 2026.
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Cholamandalam Investment and Finance Company shares are set to be in focus after the company rejected allegations of governance lapses, reaffirmed its guidance and highlighted strong liquidity and capital buffers. Brokerages including Motilal Oswal, Morgan Stanley and Jefferies reiterated their positive stance, citing improving disbursements and resilient fundamentals.
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Vietnam’s stock market hit a record high, extending its weekly rally as investors reacted positively to signs of political stability. A senior Communist Party meeting agreed on candidates for the next leadership, with party chief To Lam widely expected to retain his powerful post.
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Japan’s long-term bond yields hit record highs as investors worry about government stimulus funded by new debt. The 30-year JGB yield climbed to 3.45%, while the 40-year yield reached 3.715%. This surge follows speculation about Prime Minister Takaichi’s fiscal plans and the Bank of Japan’s potential rate hikes. The benchmark 10-year yield, however, saw a...
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Despite a challenging market in 2025 that saw many portfolios decline, investor Mukul Agrawal’s equity holdings featured five multibagger stocks. While his overall portfolio saw a slight dip, these select companies delivered significant returns, outperforming the broader market slump in small-cap stocks.
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