At home The long view February 4, 2026 – India-US Trade Deal: The only deal that reaffirmed post-Budget market sentiment February 4, 2026 Image source: Kagenmi/www.istockphoto.com Markets have a habit of balancing between extremes. In recent days, Indian stocks have experienced both sides of that spectrum: first fear and then relief. The Union […]
Market participants are preparing for a phase where returns may no longer be easy to obtain from following broad themes. Instead, selectivity, size of investments and a sharper bottom-up approach could shape portfolios in the coming months, says Ambit’s Nitin Bhasin.Responding to whether the coming year will be more driven by bottom-up stories amid a […]
2025 was an unusual year for the financial markets. Traditionally, safe assets have outperformed their riskier counterparts, reversing the typical investment narrative. Gold, often seen as a safe haven, led the pack with returns of almost 50% as stock markets remained volatile after a three-year bull run.The stocks peaked in September 2024, then fell sharply […]
Warren Buffett’s Berkshire Hathaway continues to send a warning signal to global markets with its portfolio changes. In its latest quarterly results, the storied investment conglomerate revealed that it sold far more shares than it bought for the twelfth consecutive quarter, boosting its cash pile to a record $381.7 billion. The move reinforces Berkshire’s cautious […]
At home The long display September 12, 2025 – Why a complicated portfolio hurts your wealth and how you can simplify it September 12, 2025 Image source: William_Potter/www.istockphoto.com Recently, August 14, 2025 To be precise, India received a large thank you from S&P Global, which has upgraded the sovereign creditworthiness of India of […]