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Sberbank’s launch of a Nifty 50-linked mutual fund gives Russian investors direct access to Indian equities. Experts say the move can expand global capital inflows, enable similar partnerships with BRICS and other regions, and deepen India-Russia financial cooperation.
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The rupee’s plunge beyond ₹90 highlights India-specific pressures from FPI outflows, trade deficits and dollar demand. The slide threatens higher imported inflation, costlier commodities and wider external imbalances, even as domestic growth remains resilient amid global uncertainty.
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The crypto market is shifting from speculation to institutional-grade structure, driven by Bitcoin’s treasury use, rapid tokenisation, and coordinated global regulation. India’s maturing investor base and expanding access accelerate the need for clearer frameworks and safer, compliant participation in 2026.
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India’s building products sector is stabilizing with stronger consumption, healthier pipelines, lower input volatility, and rising premiumization. Demand across wood panels, sanitaryware, tiles, and paints is improving as real estate, renovation cycles, and distribution networks strengthen, supporting a more sustained medium-term upcycle.
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Gold surged over 60% in 2025 on geopolitical risks, a weaker dollar and strong safe-haven demand. The World Gold Council sees 2026 playing out through moderately bullish, strongly bullish or bearish scenarios, shaped by global growth, Fed policy, and shifting investor behaviour.
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