When communicating our key investment views to clients for 2026, LGT highlighted that market volatility would likely be substantially higher than was experienced in 2025, and recent developments underscore this assessment. Our fundamental view is that risk assets, namely equities, would likely end the year higher than at the outset, driven by expectations of another…
Budget 2026: There is a lot of clamor in the Indian stock market for a reduction in the long-term capital gains (LTCG) tax amid the sharp underperformance by the Indian stock market over the past year, amid relentless selling by foreign portfolio investors (FPIs). Last year, the BSE Sensex rose almost 9% as it extended…
Q4 results due in coming week from Netflix, J&J, Intel Supreme Court to hear arguments on Trump’s aim to oust Fed governor S&P 500 near records despite up-and-down week Investors will be counting on a strong corporate earnings season to keep the US stock market rally intact as they digest a wave of domestic policy…
The rupee is expected to continue its long-term depreciation, reaching 94 against the dollar by FY27, as structural headwinds outweigh temporary relief from easing trade tensions, according to UBS Investment Bank. The bank stated that the currency could weaken to 92 by the end of the current financial year, before further sliding. The Swiss bank’s…
Indian equity market posted a record tenth straight year of gains in 2025, defying all odds as its benchmark Nifty 50 index closed the year with 10.5% returns, thanks to a smart 6% surge in the final quarter of the year. The year was a volatile one as investors grappled with multiple challenges, like the…
