Foreign Institutional Investors have sold Indian equities worth Rs 14,185 crore in December, contributing to total outflows of Rs 1,57,860 crore in 2025. However, recent buying ahead of the Santa Claus rally has narrowed outflows, sparking hopes for a 2026 reversal. The rupee's depreciation also saw a reversal, aiding the sentiment.
The Nifty ended the week mildly lower, extending its sideways consolidation within the 25,70026,100 band amid falling volatility. With no clear breakout and the India VIX near multi-year lows, markets may remain range-bound, making stock-specific and sectoral positioning crucial in the near term.
Even as AI mania dominated headlines in 2025, diversified and multi-asset strategies quietly delivered some of their strongest returns in years. Balanced stock-bond portfolios, global value trades and risk-parity funds outperformed expectations, underscoring the enduring appeal of diversification despite investors continuing to chase concentrated, thematic bets.
The Tribune is tracking 11 everyday costs for Americans eggs, milk, bread, bananas, oranges, tomatoes, chicken, ground beef, gasoline, electricity and natural gas and how they are changing, or not, under the second Trump administration. This tracker is updated monthly using CPI data from the U.S. Bureau of Labor Statistics.
According to the lender, funds will be released under the bank's Public Resources for Inclusive Development - Multiphase Programmatic Approach (PRID-MPA), which could provide up to USD 1.35 billion in total financing, the Dawn newspaper reported.
Sebi Chairman Tuhin Kanta Pandey said Indias Electronic Gold Receipts (EGR) framework may need a review as it has not gained the desired traction. He urged greater investor awareness of regulated gold products, stressing that EGRs were meant to help India emerge as a global gold price discovery hub.
Gold prices in India have slipped about Rs 1,300 from record highs ahead of Christmas as holiday-thinned global markets cap near-term momentum. Experts expect consolidation near Rs 1,35,000, with a potential 23% breakout or breakdown depending on global cues, interest rates and geopolitical developments.
Markets have been range-bound for over a year, awaiting triggers like earnings growth, trade deals, or rupee stabilisation, says Dikshit Mittal. He highlights midcap and smallcap stocks, NBFCs, consumer discretionary, and private capex as sectors poised for growth, while select IT pockets and the commercial vehicle cycle offer targeted opportunities for FY26.
U.S. existing home sales saw a modest increase in November, driven by easing mortgage rates. However, economic uncertainty and a shrinking inventory of homes for sale are keeping potential buyers hesitant. Despite a slight uptick in sales, the housing market faces significant headwinds, with affordability and labor market concerns limiting a stronger recovery.
