India’s global investing footprint is expanding rapidly, with participation spreading beyond metros to over 145 cities. Driven largely by young investors from Tier II and III towns, overseas investments have surged past $1.6 billion, with a clear shift towards long-term, diversified portfolios dominated by global stocks and ETFs.Read More

China’s yuan hit a 14-month peak against the dollar, buoyed by seasonal corporate demand and a weaker U.S. currency. Despite economic slowdown concerns, exporters’ foreign exchange conversions are supporting the yuan. However, authorities appear to be managing its appreciation to avoid rapid gains, with analysts expecting it to hover around 7.05 by year-end.Read More

Asking prices for British homes have seen a larger-than-usual monthly fall, potentially reflecting pre-budget market uncertainty. Rightmove reported a 1.8% decrease in new home asking prices in the four weeks to December 6. Despite this, early signs suggest a post-budget rebound in London’s top-end market, with Rightmove forecasting a 2% rise in asking prices for...Read More

China’s property sector continues to face challenges. Investment dropped 15.9% in the first eleven months of the year. Property sales by floor area also declined. New construction starts saw a significant fall. Funds raised by developers were also down. These figures indicate a widening downturn in the real estate market.Read More

Domestic gold prices scaled lifetime highs, supported by rupee depreciation, global safe haven demand and rising COMEX prices. Analysts see bullish technical momentum intact, with higher highs, strong RSI and macro cues like US inflation data guiding near term direction.Read More

The star investor tag offered little protection in 2025, with seven out of ten well-known stock pickers seeing portfolio losses amid a sharp smallcap downturn. Data shows heavy exposure to smaller stocks hurt returns, while investors with a largecap bias fared relatively better, highlighting the limits of reputation-driven investing.Read More

Foreign investors offloaded Indian government bonds significantly last week, marking the largest selloff in over six months. This caution stems from fading interest rate cut expectations, persistent bond supply, and a weakening rupee. Despite this, some experts see potential for future inflows, especially with improved trade relations and index inclusion possibilities.Read More

Indian equity markets rebounded on Monday, led by banking stocks, after testing key support levels. While the near-term bias remains positive, the market is expected to trade within a narrow range. Experts see improving technical signals in broader markets and recommend a selective buy-on-dips strategy, highlighting opportunities in IDFC First Bank and Britannia.Read More

The Reserve Bank of India’s dollar-rupee swap will absorb $5 billion. Bankers expect full subscription. However, rising hedging costs are likely to reduce corporate interest. This swap aims to ensure ample banking liquidity. The transaction will reverse in three years. The rupee’s weakness may further curb corporate participation.Read More

Indian equities are poised for a constructive phase, with strategists anticipating earnings acceleration and a potential revival in foreign investor interest. While near-term earnings surprises are limited, FY27 is projected to see significant growth. Pharma is favored over IT, with selective opportunities in midcaps and other sectors.Read More