One of the clearest messages for investors is to anchor portfolios in large-cap stocks. Fund managers continue to maintain higher allocations to large caps, viewing them as relatively resilient during periods of global uncertainty.
Bitcoin climbed more than 4% over the weekend to trade near $68,900, offering brief relief after weeks of sharp declines. However, analysts warn the rebound may be fragile, with some flagging the risk of a deeper downturn ahead.
NPS Vatsalya is a government-backed savings and pension scheme designed to help parents build long-term financial security for their children from an early age. Recent guideline changes have made the scheme more flexible, clearer on withdrawals, and easier to use when the child turns 18.
Himanshu Kohli, Co-founder of Client Associates, explains how trade deals could benefit certain sectors where valuations stand in large, mid, and small-cap stocks, and how retail investors can approach 2026
Gold and silver ETFs saw another sharp sell-off as global volatility intensified after strong US economic data lifted the dollar. Despite a rebound in international bullion prices, ETF prices remained under pressure, highlighting a disconnect with physical metals. The divergence underscores why gold and silver often behave very differently in physical markets versus ETFs during volatile periods.
On Friday, domestic bullion prices rebounded in line with global cues. MCX gold for April delivery rose by Rs 1,662, or 1.09%, to trade at Rs 1,54,498 per 10 grams, while MCX silver for March surged Rs 6,065, or 2.57%, to Rs 2,42,500 per kg.
The Altiva Hybrid Long-Short Fund has doubled down on stability, parking over 70% of its portfolio in arbitrage and fixed-income strategies amid elevated market volatility. Its January 2026 update highlights a focus on steady accrual, controlled risk and tax-efficient returns as equity markets remain uncertain.
Several macroeconomic factors are reinforcing the outlook for gold and silver. Expectations of interest rate cuts in the US, the prospect of a softer dollar, and persistent central bank gold purchases since 2022 have strengthened the case for precious metals.
Alok Jain, founder of Weekend Investing, said equity markets are showing underlying strength despite periodic intraday corrections and widespread scepticism among investors.
The survey, conducted among 5,000 consumers aged 18 to 39, highlights how gold buying is becoming more self-led and pragmatic. About 66.7% of respondents said their gold purchases today are largely personal decisions, marking a move away from purely tradition-driven buying.
As of January 31, 2026, hybrid SIF strategies control nearly 84% of total SIF assets under management (AUM) and over 83% of cumulative net inflows since October 2024.
In a recent social media post, Edelweiss Mutual Fund CEO Radhika Gupta said she has been approached by a growing number of friends, family members and investors over the past few months, many of them asking for specific investment tips.
ETF movements closely mirrored underlying futures prices. On the Multi Commodity Exchange (MCX), April 2026 gold futures traded at ₹1,57,909 per 10 grams, up 0.71%, while March 2026 silver futures surged 3% to ₹2,59,300 per kilogram.
On Wednesday, spot gold gained 0.3% to $5,038.73 per ounce, while US gold futures for April delivery climbed 0.6% to $5,060.60 per ounce.
The JioFinance app feature allows users to discover, invest in and monitor fixed deposits through a fully digital process, reinforcing the app’s ambition to serve as a unified platform for retail financial services.
An analysis of 25 broking firms across FY25 and H1 FY26 shows those with higher non-broking income, such as distribution, wealth, investment banking and margin interest, were better insulated from the market slowdown.
Gold had touched a record high of $5,594 per ounce on the London spot market in January before heavy month-end liquidation set in. The pullback was driven by easing geopolitical tensions and a shift in expectations around US monetary policy, the report said.
Shital Gharge, Senior Vice President, Kotak Alternate Asset Managers Limited, said that presented amid global volatility and shifting geopolitical dynamics, Budget 2026 charts a steady, reform-driven course for India’s economic priorities at a time when the domestic AIF industry is expanding rapidly.
According to the latest data from the Association of Mutual Funds in India (AMFI), January also marked an unprecedented month for precious metal ETFs as a combined category. Gold and silver ETFs together attracted net inflows of Rs 33,503 crore, comfortably surpassing equity mutual fund inflows of Rs 24,013 crore during the month.
Over the past week, silver prices have swung wildly, with analysts describing the moves as among the most turbulent since the 1980s. The sell-off intensified in Friday’s session, with investors continuing to aggressively offload silver, pushing prices firmly into the red for the year.
Experts said the status quo offers temporary rate stability for FD investors. With expectations of another round of easing still alive later in the year, the current environment may suit investors looking to secure fixed deposit yields before banks adjust rates lower in response to earlier policy cuts.
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