In an interaction with ET Markets, Alok Singh, CIO at Bank of India Mutual Fund, explains why the current phase still offers a compelling entry point for BFSI investing, highlights the case for PSU banks, and outlines the growth drivers shaping the sector’s medium-term outlook.Read More

To the casual observer, it painted a picture of bureaucratic hesitation. But to those watching the flow of global capital, the silence on the phone line masked a thunderous shift in the global economic order.Read More

Gold prices surged past $5,000 an ounce for the first time, driven by renewed safe-haven demand amid global tensions and a bond selloff. Silver also saw significant gains, with both metals continuing their strong performance into 2026. Investors are advised to adopt a wait-and-watch approach as markets reopen.Read More

The recent rally in global gold prices reflects a powerful convergence of geopolitical frictions, trade-policy uncertainty, and a visible shift in investor appetite away from U.S. assets.Read More

Anand James, Chief Market Strategist at Geojit Investments Limited, shares his view on Nifty’s fragile technical setup, the likelihood of heightened volatility around the Budget, and whether oversold stocks like Kalyan Jewellers are poised for a relief rally.Read More

The rupee may remain under pressure near 92 per dollar due to weak capital inflows, exporter stress and a rising current account deficit, says IFA Global’s Abhishek Goenka. However, he expects improvement in FY27 with the rupee averaging below 90, aided by valuation support, selective RBI intervention, stable inflation and potential trade deal triggers.Read More

Goldman Sachs’ Timothy Moe expects India to stage an earnings-led comeback in 2026, with MSCI India earnings growth seen at 15%. Valuations are expensive but defensible, limiting upside from re-rating. A recovery in earnings, domestic consumption, financials and policy support could help revive foreign investor interest later in the year.Read More

The sell-off was broad-based, with all sectoral indices finishing lower and midcap and smallcap stocks seeing notable wealth erosion.Read More

Retail loan pricing at some NBFCs has risen, offsetting recent repo rate cuts due to climbing borrowing costs. Experts note that while many maintain rates, some are passing higher funding expenses to customers via increased lending rates or fees. The spread between NBFC and corporate borrowing costs has widened significantly.Read More

Gold surged past $5,000 per ounce early on Monday following a turbulent week where tensions over Greenland and Iran rattled sentiment, ‍while markets remained on tenterhooks after a rout ​in bonds and violent spikes in the yen.Read More