Andrew Freris warns of political interference in U.S. institutions and questions the commodity rally, advising investors against complacency in American equities. He highlights underperformance in U.S. markets and suggests defense sector opportunities outside the United States as a profitable investment strategy.
Silver prices surged to fresh lifetime highs on the MCX, with the March 2026 contract peaking around 2.63lakh per kg before settling slightly lower, marking a strong daily gain. The rally reflects heightened safehaven demand amid geopolitical uncertainty, a weak US dollar and global volatility, and robust industrial interest in the metal.
India's IT sector faces a modest December quarter. Investors should focus on management outlook rather than just numbers. Deal wins are expected to be around one. Smaller companies are now competing for deals. Artificial intelligence will support margins, not growth. Investors should prefer smaller IT firms and watch valuations closely.
Global markets return to action as investors track US inflation data, AI-driven chip earnings, court rulings on tariffs and major bank results. Geopolitical tensions and shifting rate expectations are set to shape sentiment across equities, currencies and bonds this week.
Metal stocks experienced a dip in early 2026, with some declining up to 10% due to profit-booking and US tariff concerns. Despite this, market experts highlight strong sector fundamentals and favorable momentum, suggesting selective stock picking for potential upside. The Nifty Metal index saw a 3% weekly decline, though some analysts remain positive on the long-term outlook.
India's equity markets experienced their worst start to a year in a decade as the BSE Sensex fell 1.93% in the first ten days of 2026. Geopolitical tensions, trade deal uncertainties, and sustained foreign institutional investor selling contributed to a broad-based sell-off, particularly impacting cyclical sectors. Analysts advise caution, focusing on quality large-cap stocks amidst expected continued volatility.
Gold and silver surged to record highs as geopolitical tensions, US policy uncertainty and expectations of rate cuts drove safe-haven demand. Analysts flag continued volatility, key support levels and trading opportunities amid heightened global and domestic market anxiety.
