On January 30, 2026, President Donald Trump nominated Kevin Warsh, a former Federal Reserve Governor from 2006 to 2011, to succeed Jerome Powell as Chair of the Federal Reserve. Warsh’s term as Chair would begin in May 2026, pending Senate confirmation, which appears likely given Republican control of the chamber. The announcement sent immediate ripples…
As India gears up for Finance Minister Nirmala Sitharaman’s ninth consecutive Union Budget on February 1, 2026—the first ever to be presented on a Sunday—expectations are anchored in one central question: can New Delhi sustain high growth while the global economy stumbles through uncertainty? With GDP projections in the 7–7.5% range, the budget is widely…
In global commodity markets, gold retains its status as a monetary hedge, while silver exhibits pronounced volatility. However, copper—termed “Dr. Copper” for its sensitivity to economic cycles—has emerged as the pivotal indicator in Q1 2026, underscoring a structural shift toward industrial expansion. This trajectory reflects fundamental demand drivers rather than speculative fervor. With global manufacturing…
Every winter feels harsh while you’re in it. The cold winds, short days, and gloomy skies test patience. Yet spring inevitably follows—with sunshine, growth, and renewal. Investing operates on the same cyclical principle, though most retail investors fail to grasp this fundamental truth. When equity portfolios glow green, confidence soars and investors feel invincible. Conversely,…
The commodity cycle is upon us, yet global portfolios remain woefully under positioned. Historically, the last major commodity Supercycle peaked with allocations around 12% in global investment portfolios, but today, we’re hovering at approximately 3%—a staggering 75% drop. This under allocation comes at a time when structural conditions are arguably more bullish than in previous…
As we begin 2026, India’s equity markets enter the year on a resilient note following a relatively muted 2025, marked by global trade uncertainties, U.S. tariffs, and earnings pressures. However, the consensus among analysts, brokerages, and institutions points to a stronger, more constructive performance ahead — potentially delivering double-digit returns and marking a comeback for Indian equities….
Most investors start a SIP with a fixed amount—₹10,000 a month and never change it. While incomes rise over time, investments often don’t. The result? Expenses inflate, but wealth creation lags. A Step-up (Top-up) SIP fixes this by increasing your SIP every year, aligning investments with income growth. A Step-up SIP simply means raising your…
A wave of innovation in Indian asset management has arrived with the launch of Specialised Investment Funds (SIFs). These funds, available to investors with a minimum investment of Rs 10 lakhs, offer sophisticated strategies similar to what was previously reserved for AIFs and PMS portfolios. SIFs deliver the ability to take unhedged short derivative positions,…
