Jamie Dimon, chairman and CEO of JPMorgan Chase, attends the ribbon cutting ceremony at the opening of the company’s new headquarters at 270 Park Ave., in New York, October 21, 2025. Eduardo Munoz | Reuters JPMorgan Chase CEO Jamie Dimon said the bank is taking steps to address the impact of artificial intelligence on its […]
Jamie Dimon, CEO of JPMorgan Chase & Co., during the IIF 2025 Annual Meeting in Washington, October 16, 2025. Samuel Corum | Bloomberg | Getty Images JPMorgan Chase CEO Jamie Dimon said Monday he was concerned about the U.S. economy, citing high asset prices and a competitive banking environment that reminded him of the pre-2008 […]
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 […]
As Wall Street’s love affair with artificial intelligence heavyweights cools, some investors are turning to infrastructure companies that they expect will benefit from AI investments, a shift that is spawning a slew of new products. After huge gains in recent years, shares of AI technology giants such as Alphabet and Amazon have fallen sharply as […]
John Templeton once advised that the best investment opportunities often occur when pessimism is at its peak. This remains relevant for disciplined investors today. When fear is widespread, valuations tend to compress. Strong companies with resilient business models, healthy balance sheets and long-term growth prospects may be sold alongside weaker peers, not because their fundamentals […]
Despite a sharp sell-off in the market that saw the Sensex fall over 1,500 points in a single session and the Nifty down 2%, the Union Budget 2026-2027 ticks all the boxes and offers investors a reasonable opportunity to deploy capital over the next three to four months, said Prashant Jain, ace investor and founder […]
With the Union Budget just a day away, sharp moves in defense stocks and changing sector dynamics are making investors more selective, said market expert Sandip Sabharwal. Speaking to ET Now, Sabharwal emphasized that while the defense theme remains structurally strong, stock selection will be crucial going forward.He said the defense sector has gone through […]
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 […]
Foreign institutional investors (FIIs) sold domestic equities worth Rs 22,530 crore in the first half of January, extending their selling streak. The pace of outflows accelerated in the holiday-shortened week, with foreign investors selling Rs 14,266 crore worth of shares in just four sessions.FIIs remained net sellers and extended their recent selling trends as tariff-related […]
The gold-silver ratio has fallen to 50, the lowest level since 2012, thanks to silver’s stellar rally, with prices up as much as 170% since 2025 and month-to-date into the new year, compared to gold’s 76% rally in the same period, according to commodities expert Anuj Gupta.The white metal has risen 22% or Rs 52,000 […]