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The US Federal Reserve cut the federal funds rate by 25 basis points to 3.50–3.75% on December 11, marking its third consecutive reduction. While the Fed signalled only one more cut in 2026, market expectations diverge, with CME FedWatch data showing a 77% probability of two additional reductions. Uncertainty persists over the policy outlook and its global impact.Read More

India’s luxury housing market is set for a strong 2026. High-value home sales and price appreciation continue. Affluent buyers are driving demand for premium and ultra-premium properties. The commercial office sector is also experiencing steady growth. This trend is fueled by India’s expanding economy and growing population of high-net-worth individuals. Real estate remains a compelling asset class.Read More

India’s capital markets are poised for a strong 2026, with IPO momentum expected to continue and an estimated $20 billion in fundraising. Robust domestic liquidity, rising retail participation, and improving governance are driving primary market strength. Marquee companies are expected to list, solidifying India’s position as a vibrant IPO destination.Read More

Crisil’s Pushan Sharma says India’s home-cooked thali cost fell 13% in November due to sharp declines in onion, tomato, potato and pulse prices driven by strong output and higher imports. Prices are likely to stay soft through early 2026, but lower sowing could push costs up from March. While consumers benefit, rural incomes are under pressure amid weak agricultural GDP.Read More

Elixir Equities’ Dipan Mehta says Kaynes Tech may become attractive once volatility settles, given its strong industry dynamics and expansion plans. He remains positive on metal stocks but warns valuations are rich and better bought on corrections. Mehta prefers leading NBFCs like Bajaj Finance, Chola and Muthoot over banks or small finance lenders due to competition and unsustainable long-term margins.Read More