Amidst Middle East tensions, Ajay Srivastava advocates a 33-33-33 portfolio of precious metals, Indian equities, and international stocks. He advises against FMCG and domestic consumption, favoring hard assets like gold, silver, and base metals due to currency depreciation and industrial demand. Srivastava also highlights export-driven auto opportunities and overseas defence investments.Read More

Larsen & Toubro shares fell nearly 5% amid Middle East tensions, but an analyst believes it’s too early to cut earnings estimates. While the company has substantial exposure to the region, its diversified project footprint and strong order pipeline offer resilience. Investors are advised to watch for L&T’s upcoming strategic plan, which could serve as...Read More

Global markets face geopolitical risks and trade disruptions. Investors are increasingly seeking stability in portfolios. Fixed income instruments offer predictable cash flows and diversification. India’s economic growth necessitates a stronger role for fixed income. A balanced tax structure between equity and debt could boost fixed income investing. This shift is crucial for long-term wealth creation.Read More

Listed realty firm TARC Ltd is expecting a total revenue of around Rs 4,500 crore from its ongoing ultra-luxury housing project in the national capital amid strong demand and limited supply, a top company official said.Read More

FIIs boosted stakes across 300+ stocks in Q3 FY26—doubling exposure in six names—though returns since January have diverged sharply.Read More

Japanese shares and the ​yen fell on Monday,while government ​bonds rose, after military strikes by the U.S. and Israel ​killed Iran’s Supreme Leader Ali Khamenei.Read More

Shanghai stocks closed at a 10-year high on Monday, bucking ​regional weakness in the wake of ​the Iran conflict as investors snapped up energy, gold and defence shares.Read More

Indian stock markets, BSE and NSE, will be closed on Tuesday, March 3, for the Holi holiday. The Multi Commodity Exchange of India will have a partial closure. The National Commodity & Derivatives Exchange will remain shut all day. The article also lists other upcoming trading holidays for the year 2026.Read More

Short-dated euro zone government bond yields nudged above multi-month ​lows on Monday, as concern mounted ​over the impact of prolonged conflict in the Middle East ​on global growth and inflation.Read More

Christopher Wood advises caution for leveraged gold investors, suggesting a 6-18 month consolidation period but sees gold reaching $10,000 in five years. He highlights gold and oil stocks as key hedges against geopolitical risks. Wood also discusses Bitcoin’s four-year cycle and its existential threat from quantum computing, while expressing strong confidence in India’s economic prospects...Read More