COMMODITY TALK
Why cheap stocks offer more safety than strong inflows, says Sundaram AMC MD
Two years ago, seasoned asset manager Anand Radhakrishnan moved from a long, successful stint as Chief Investment Officer (CIO) at Franklin Templeton India to take over as Managing Director (MD) at Sundaram Asset Management Company. In this conversation with Sanket Dhanorkar, he shares his views on the market correction, shift in interest rate cycle, valuations and money flows, and more.
ETMarkets Smart Talk| Higher yields offer opportunities, but investors need not rush into long-duration funds: Shriram Ramanathan
In this edition of ETMarkets Smart Talk, Shriram Ramanathan, CIO–Fixed Income at HSBC Mutual Fund, discusses the changing dynamics in India’s bond market, the outlook for interest rates and yields, and how investors should navigate the choice between debt mutual funds, fixed deposits and government securities. He also explains why liquidity and flexibility could matter more than rushing to lock into longer-duration bets in the current environment.
Gold, silver prices may sway with US-Iran tensions
As the US-Iran conflict and crude oil pricing remain in focus, bullion prices are set to encounter downward pressure. Key economic data releases from China, the US, Germany, Japan, and India will significantly impact inflation and interest rate expectations. Market watchers will be attentive to Federal Reserve remarks and US job market indicators for cues on trends.
Muhurat Trading 2026: Sensex falls 29 points, Nifty below 25,000 as market snaps 6-day explosive rally on Diwali. What lies ahead in Samvat 2083?
The Indian stock market experienced sharp gains during the Muhurat Trading session on Diwali. Sensex increased by 350 points, surpassing 81,380, indicating strong investor interest. Nifty 50 rose over 80 points, crossing 23,100 as well. Tata Steel, Sun Pharma, BEL, and HDFC Bank contributed to these gains, while some stocks faced losses. Overall, the market breadth remained positive, with more advances than declines.
Investors in other markets would be envious of India multiples: Rich Handler, chief executive of Jefferies
Jefferies CEO Rich Handler believes Indian equities remain reasonably valued despite the market correction and says easing long-term capital gains taxes could attract foreign investors. He sees opportunities in India's AI and data centre sectors, argues that global capital outflows reflect external pressures, and believes concerns about an AI bubble warrant a healthy pause rather than alarm.
ETMarkets Commodity Talk| Building a 5-year portfolio? Why gold could take the largest share of your commodity allocation, Deveya Gaglani decodes
In this edition of ETMarkets Commodity Talk, Deveya Gaglani, Senior Research Analyst – Commodities at Axis Direct, shares his views on the evolving commodity landscape and the role of gold, silver and industrial metals in a diversified portfolio. He also explains why gold could form the largest component of a long-term commodity allocation, while highlighting the risks of blindly buying the dip or chasing a sharp rally.
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Emami bets on winter demand as inflation keeps a lid on growth
Emami Ltd announced a 36% increase in consolidated revenue for the second quarter, reaching Rs 1,088 crore. Despite rising input costs, the company has seen positive trends in its winter portfolio and rural demand. The net profit declined by 3% due to changes in the effective tax rate. Emami has implemented price hikes to offset raw material inflation while focusing on cost-efficiency.
ETMarkets Smart Talk| FDs, G-Secs or debt funds? UTI AMC's Anurag Mittal explains what works in a rising-rate cycle
In this edition of ETMarkets Smart Talk, Anurag Mittal, President & Head–Fixed Income at UTI AMC, shares his views on the changing dynamics in India’s bond market, the outlook for interest rates and bond yields, and how investors can position their fixed-income portfolios in a rising-rate cycle.
ET Wealth Expo| Wealth creation is exciting; wealth preservation can be boring—but it works, says Manish Kathuria of Kotak Neo
Speaking at the ET Wealth Expo 2026 held in October in Mumbai, Kathuria said that while investors often get caught up in the excitement of rising markets and high-return opportunities, long-term wealth preservation is driven by a far less glamorous process—discipline, patience, risk management and, above all, asset allocation.
ETMarkets Commodity Talk| A 10% allocation to gold and silver? Motilal Oswal's Manav Modi explains the commodity playbook
In this edition of ETMarkets Commodity Talk, Manav Modi, Commodities Analyst at Motilal Oswal Financial Services, decodes the contrasting moves in gold, crude and copper. He also shares his views on the role of commodities in a long-term portfolio, the common mistakes investors should avoid, and why an allocation of at least 10% to gold and silver could be considered based on an investor's risk profile and investment horizon.
Gold rate today (November 3, 2026): Check 24k, 22k, 20k and 18k gold jewellery prices from Malabar Gold & Diamonds, Kalyan Jewellers, Tanishq & IBJA in Delhi, Mumbai, Hyderabad & more cities
Gold rates tpday: Gold prices for 22k jewellery have increased across major brands in India as Dhanteras approaches. while, gold and silver jewellery indicative prices at the India Bullion and Jewellers Association (IBJA) also increased today.
MCX gold prices at Rs 1.39 lakh/10 gram; silver tanks Rs 2,000/kg as US jobs data fuels rate hike bets. Key levels to track ahead of Dhanteras
In the domestic market, MCX silver futures for December 2026 delivery were down by Rs 2,000 to Rs 1,77,784 per kg. Gold futures for December 2026 delivery fell marginally to Rs 1,30,300 per 10 grams.
ETMarkets Smart Talk| FDs, government bonds or debt mutual funds: How should investors choose in today's market?
In this edition of ETMarkets Smart Talk, we speak with Siddharth Chaudhary, Head – Fixed Income, Bajaj Asset Management Limited, who shares his outlook on interest rates, bond yields and liquidity, and explains how investors can navigate the changing fixed-income landscape while balancing returns, risk and liquidity needs.
ETMarkets Smart Talk| Gold, silver or copper? Tata MF fund manager suggests a 50:30:20 commodity allocation: Tapan Patel
In this edition of ETMarkets Smart Talk, we speak with Tapan Patel, Fund Manager – Commodities at Tata Asset Management, who shares his outlook on gold, silver, copper and crude oil, explains the changing dynamics driving commodity prices, and suggests a 50:30:20 allocation to gold, copper and silver, respectively, for investors looking to build a commodity portfolio for the long term.
Why did market rally today? Sensex jumps 1,225 pts, Nifty closes above 23,800. 6 key factors behind today's surge
The Indian stock market witnessed a notable uptick on Tuesday, with Sensex and Nifty showing substantial growth. This surge was primarily driven by declining oil prices and favorable sentiments around the long-term capital gains tax. Enthusiasm among investors surged, particularly following significant net buying from foreign institutional investors. Though sectors such as Nifty Auto and Financial Services rallied, Nifty Pharma lagged behind.
MCX gold prices fall Rs 1,400/10 gram, silver tanks Rs 4,300/kg ahead of Diwali while rate hike bets linger. What should you do?
Gold and silver prices declined on MCX as rising oil prices and renewed inflation concerns weighed on bullion sentiment. Investors tracked US midterm elections and Fed rate expectations, while experts flagged key trading levels amid continued volatility in precious metals.
ETMarkets Fund Guide: Large, mid or smallcap? How a Rs 1.5 lakh crore-fund manager approaches flexicap investing
In this edition of ETMarkets Fund Guide, we decode the flexi-cap category with Raunak Onkar, Fund Manager and Research Head at PPFAS Mutual Fund, who manages assets of around Rs 1.5 lakh crore.
Silver crashes below $60 from $122 and enters oversold zone. What should you do?
Silver’s sharp rally has reversed amid expectations of higher US interest rates, rising bond yields and a stronger dollar. HSBC expects limited upside as weaker demand, increasing supply and a narrowing market deficit reduce the chances of the metal returning to $100 soon.
ET Wealth Expo 2026| India's next investment mega trend is a $1.5 trillion wealth transfer: Ganesh Mohan
Speaking on the sidelines of ET Wealth Expo 2026 in Mumbai, Mohan identified intergenerational wealth transfer as one of the major socio-cultural mega trends unfolding in India. He believes the shift will go beyond the transfer of assets between family members and could trigger a fundamental change in investment preferences, with younger investors potentially moving towards financial assets, equities and more diversified portfolios.
ETMarkets Smart Talk | Gold for ballast, silver for growth; avoid industrial commodities in core portfolios: Saish Sawant
In this edition of ETMarkets Smart Talk, Saish Sawant, Research Analyst–Commodities at Emkay Global Financial Services, breaks down the contrasting moves across gold, crude and copper.
Why did market rally today? Sensex soars 1,233 pts, Nifty ends above 23,400. 7 factors behind Rs 8 lakh crore gains
On Monday, a remarkable surge in the Indian stock market was observed, with the Sensex soaring by 1,233 points. This uplift was driven by plummeting oil prices and robust earnings reports from key players like Reliance Industries. The return of foreign institutional investors as net buyers after a recent retreat, along with the anticipation of potential relief in long-term capital gains tax, spurred a wave of optimism.
Gold price prediction today: Gold down for 3rd consecutive day. Check outlook for November 2
Gold and silver prices experienced mixed movements on MCX ahead of Diwali due to inflation fears. Rising inflation triggered expectations for a potential US Federal Reserve interest rate hike later this year. Federal Reserve officials have suggested further interest rate increases are needed to address inflation. Silver futures gained while gold futures saw a decline in the domestic market.
Global Market Today: Asian shares bend under AI stress; Apple earnings loom
Concerns about negative cash flow and the sheer scale of AI capex saw the cost of insuring against corporate defaults blow out last week, while gold hit a one-year low amid talk stressed investors were selling to raise money for margin calls.
Trump discusses Iran with Netanyahu as US weighs fresh strikes: Report
In a recent discussion, US President Donald Trump and Israeli Prime Minister Benjamin Netanyahu reviewed the evolving situation with Iran, considering various military strategies. Secretary of State Marco Rubio acknowledged ongoing diplomatic engagement with Iran, highlighting the goal of achieving a peaceful resolution while protecting US security. In contrast, Iranian Supreme Leader Mojtaba Khamenei has issued stern warnings, asserting military repercussions for any provocation from the US or Israel.
By 1909, copper had helped Swansea, Arizona, grow to about 500 people; financial trouble followed in 1911, and the last mine closed in 1937
Swansea, Arizona, once thrived as a mining community but became a ghost town after its abandonment in 1937. It flourished in the early 1900s due to copper discoveries, only to suffer economic decline later. Research highlights that boom-dependent communities often face economic hardships. Surprisingly, copper prices are soaring today, driven by the tech and electric vehicle sectors. Swansea's history reminds modern towns to tread carefully in the current copper market.
Indian gold buyers get 'breathing room' from Fed before Diwali, but conditions apply
The US Federal Reserve’s decision to keep interest rates unchanged at 3.75%-4.00% could give Indian gold buyers some breathing room, but prices may remain range-bound in the coming weeks as expectations of a December rate hike weigh on bullion. Festive demand in India has picked up, narrowing domestic gold discounts to around $2 an ounce, while geopolitical uncertainty continues to add volatility.
Oil Price Today (October 29): Crude oil dips to $113 as diplomatic talks outweigh infra attacks. Will oil fall further?
Crude oil price : In light of recent diplomatic talks surrounding potential U.S. military engagements with Iran, oil prices have taken a dip. These crude prices remain sensitive to the fluctuating situation marked by ongoing regional conflicts and the threat of further military interventions. Despite Iran's openness to negotiations, escalating hostilities from the Houthi faction targeting Saudi Arabia add to the uncertainty.
Fed's Kevin Warsh says US economy not running too hot from AI boom
Federal Reserve Chairman Kevin Warsh said on Wednesday that the US economy is not running too hot despite some demand pressures from the boom in AI investment, adding
SIFs offer a middle ground between arbitrage and equity risk: AlphaGrep MF CEO Bhautik Ambani
With investors caught between low-risk arbitrage funds and high-risk equity, PMS and AIF products, AlphaGrep Mutual Fund is positioning its Eminence Hybrid Long-Short Fund as a middle-ground allocation. The strategy combines market neutral and relative value approaches, special situations, options, arbitrage and fixed income to pursue diversified returns without relying entirely on the direction of the equity market.
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