Motilal Oswal's latest wealth creation study highlights how a narrow set of companies delivered fastest shareholder returns between 2020 and 2025, a period marked by Covid disruption, a sharp earnings rebound, and a structural re-rating of select sectors. The study tracks total shareholder returns, profit growth and market capitalisation expansion to identify the fastest wealth creators over five years.
India's hotel sector is experiencing sustained acceleration, driven by a broad recovery across business, leisure, weddings, and MICE segments. Strong room rates and stable occupancies in the first half of FY26 are expected to continue, with new infrastructure and a rich event calendar poised for an even stronger second half.
Indian real estate is poised for a strong performance in 2026. The sector offers stability and income generation, outperforming other asset classes. Demand for premium housing continues, while fractional ownership models make real estate accessible. Industrial and warehousing segments also show robust growth. Investors should focus on prime locations and asset quality for wealth creation.
Silver has touched record highs this week, crossing $60 an ounce for the first time. This surge is driven by strong industrial demand, persistent supply deficits, and global economic uncertainties. India has also seen unprecedented price rises. The market anticipates further gains, though a consolidation phase is expected in early 2026 before resuming an upward trend.
Mutual funds have reduced overall cash allocation by over Rs 7,149 crore to Rs 2.01 lakh crore in November against Rs 2.09 lakh crore in November. The cash as a percentage of AUM was also reduced to 4.68% from 4.94% in October. Here is detailed breakup (Source: ACE MF)
India's bond market held firm as the RBI cut repo rates to 5.25%, driven by robust growth and low inflation. Global markets also saw yields dip, anticipating US Fed rate cuts. Liquidity measures are in place to ease banking system pressures. Experts suggest a stable, selective approach to fixed income, favoring shorter-term investments.
Deepak Shenoy, Capitalmind Founder and CEO, shares his unique ways to manage market stress. He enjoys salsa, long walks, and pickleball. These activities help him stay balanced and mentally clear. Shenoy believes hobbies outside of investing are crucial for resilience. Stepping away from screens improves decision-making. He advises young investors to pursue passions beyond work.
