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….
In the waning days of 2025, silver has emerged as one of the most captivating stories in global markets. What began as a modest uptick in prices has erupted into a full-blown rally, with spot silver surging from around $29 per ounce at the year’s start to highs exceeding $80 in late December. This meteoric…
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…
For decades, Japan has quietly anchored the global financial system as its largest marginal provider of liquidity. The Bank of Japan (BOJ), through its Yield Curve Control (YCC) regime, has suppressed long-term bond yields, artificially lowering borrowing costs worldwide and subsidising duration risk across asset classes. This imported stability has inflated risk assets—from US Treasuries…
In one of the most significant innovations in India’s asset-management industry, Specialised Investment Funds (SIFs) have been introduced as a new class of high-flexibility investment products aimed at affluent investors. With a minimum entry ticket of ₹10 lakh, these funds offer hedge-fund-style strategies—until now the preserve of AIF Category III vehicles and PMS portfolios—within the…
Most Indian investors begin with the same question: “How can I earn higher returns?” Inversion thinking flips that entirely: “How am I most likely to lose money — and how do I avoid that?” This reversal sounds simple, but when used consistently, it becomes one of the most powerful safeguards for Indian investors navigating volatile…
Amid rising concerns over global market volatility—driven largely by developments in the US and Japan—India’s equity markets continue to display remarkable resilience. This confidence is rooted not in luck but in a structural transformation in market ownership and investor behavior that now clearly sets India apart from most global peers. Here is a grounded, fact-based…
We are pleased to introduce a new Special Feature in our Business Pages – “Market Watch”, starting today (Wednesday/Thursday). The column will be authored by Srinivas B. G., Founder-Partner at Invictus FinServ LLP. Srinivas is a seasoned financial industry leader with over 30 years of expertise in wealth management for UHNI/HNI clients and corporates across…
