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Qode Advisors’ QAW strategy defied January 2026 market declines, posting a nearly 7% gain against the Nifty50’s 3% fall. Fund Manager Rishabh Nahar credits a higher gold allocation and dynamic derivative hedges for cushioning risk and generating alpha. This “all weather” approach prioritizes stability and consistent returns amid global uncertainties.
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Indian equity markets are set for a strong future. Domestically driven sectors like financials, manufacturing, and consumption will lead growth. By 2026, structural growth themes will overshadow market noise. Investors can anticipate improved earnings visibility and supportive liquidity. This period promises sustained wealth creation for long-term participants.
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Infosys is leading the way in AI-driven learning and fan engagement. The company is using AI to enhance its free learning platform, Infosys Springboard, and in sports partnerships. This approach aims to develop talent and provide real-time digital experiences. Infosys is making its expertise accessible globally, transforming how people learn and connect with sports.
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Indian primary markets see record IPOs but long-term wealth creation tells a different story. Only a fraction of companies outperform the broader market over time. Investors are cautioned against IPO euphoria. Patience and selectivity are key to sustainable wealth. Valuations in mid and smallcaps remain a concern. Consumption and IT sectors show promise. FII ownership is currently low, offering comfort.
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Food delivery giant Eternal is boosting its AI integration through an expanded partnership with OpenAI. This collaboration will enhance AI across its consumer platforms like Zomato and Blinkit, as well as internal systems and social impact initiatives. The company aims to leverage advanced AI for better customer and partner interactions, and to streamline operations, potentially impacting its stock performance.
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