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But the markets are not standing still. Over time, some asset classes outperform while others lag behind. Stocks can rise sharply during a bull market. Bonds can stabilize the portfolio during recessions. As these returns increase at different rates, the asset mix begins to diverge from your original allocations. An 80% equity portfolio can quietly […]
February 2, 2026 Image source: Olivier Le Moal/www.istockphoto.com If you ask most investors what they expect from the market, the answer is simple: decent returns without too many sleepless nights. And almost everyone has heard the same advice for diversifying their investments. At first glance that sounds smart. But the way diversification is usually done […]
At home The long view February 6, 2026 – Stocks Under Pressure, Gold Shines: Why A Portfolio Review Is Critical Now February 6, 2026 Image source: David Gyung/www.istockphoto.com The markets were busy. Very busy. Budgets have been announced, the global trade equations have shifted, gold and silver have soared, and stock markets have […]
In a rare moment of synchronized carnage, gold prices in dollars have fallen 19%, silver has disintegrated 40% from all-time highs this week, and the Sensex and Nifty have already lost about 5% in 2025 amid relentless selling from foreign institutional investors and geopolitical tensions.The carnage accelerated today at the Multi Commodity Exchange (MCX), where […]
Indian stock markets saw a sharp reaction after the Union Budget, with the Nifty plunging on Sunday’s session on low volume. While the headlines caused disappointment, market veteran Sunil Singhania said a closer look at the Budget reveals meaningful positives for long-term growth – even as recurring tax changes continue to unsettle investors.Responding to ET […]
At home The long view January 23, 2026 – When Stocks Bleed and Gold Leads: Why a Portfolio Review is More Important Than Ever January 23, 2026 Image source: David Gyung/www.istockphoto.com Stocks are testing patience, while gold and silver are testing price ceilings. This month, the market mood was uneasy and uncertain for […]
I created the Model Portfolio to turn the complex theories on this blog into a tangible, easy-to-follow roadmap. It is the definitive answer to the “So, what should I do now?” dilemma. But I don’t just talk the talk, I walk the walk. Mine private portfolio follows exactly the same DNA as the model, just […]
As 2025 draws to a close, many investors are looking back on a challenging year for portfolios. For example, Indian markets rank in the bottom 10% of global market performance, raising questions about missed opportunities in gold, silver and foreign equities. But according to market veteran Devina Mehra, this ‘fear of missing out’ (FOMO) is […]
As Indian markets brace for 2026 amid volatile global cues, Kotak AMC Managing Director Nilesh Shah has advised investors to remain disciplined and diversified, highlighting the importance of multi-asset allocation across equities, debt, real estate and precious metals.Speaking to ET Now, Shah said the sharp rally in gold and silver in 2025 is unlikely to […]
Silver’s sharp rally this year – one of the strongest annual gains in more than a decade – is driven by a powerful mix of industrial demand, structural supply constraints and rising investment flows, and could still have room, says market expert Ajay Bagga in an interview with ET Now.Describing silver as “gold on steroids,” […]
