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When evaluating mutual fund investments, two key factors to focus on are high returns and low costs. Returns reflect the growth of your investment over time, while costs are represented by the total expense ratio — the fee investors pay to invest in a particular scheme.

Despite Foreign Institutional Investors selling off Indian equities, SAMCO Mutual Fund s CIO, Umesh Kumar Mehta, remains optimistic. He attributes the FII exit to global factors, not India s strong fundamentals. Mehta highlights India s resilient growth, structural reforms, and demographic dividend as key drivers.

NRIs are increasingly investing in global markets, particularly in U.S. technology and manufacturing, with Tesla, NVIDIA, and Super Micro being popular choices. This trend is driven by access to innovation, aspiration, and the desire to invest in sectors not yet fully developed in India. Experts anticipate continued growth in AI, advanced manufacturing, and clean energy investments.

Goldman Sachs predicts a drop in Brent crude prices. The investment bank anticipates prices falling to the low $50s by late 2026. This decline is attributed to a growing oil surplus expected next year. Global oil stocks are projected to rise significantly. OECD countries will hold a substantial portion of these stocks.

Vodafone Idea shares have plunged over 57% in a year as AGR dues, mounting debt, and lack of fresh government relief cloud survival prospects. With losses persisting and technicals weak, investors face a tough call: bargain bet on revival or deepening value trap.

Indian fuel retailers are currently enjoying substantial marketing margins on petrol and diesel, driven by low crude oil prices. Brokerages are recommending buy ratings for oil marketing companies like BPCL and IOCL, anticipating strong earnings for FY26.

U.S. President Trump’s pressure on the Federal Reserve threatens central bank independence. Fed Chair Jerome Powell faces calls to cut interest rates. Investors worry about politicization risks, inflation control, and credibility, while global central bank autonomy remains a key factor in maintaining stable monetary policy worldwide.

Nomura suggests investing in twenty-seven stocks across sectors. These include ICICI Bank and Infosys. The brokerage anticipates long-term gains despite concerns about US tariffs. They are positive on financials, consumer goods, and autos. Mahindra & Mahindra and UltraTech Cement are also preferred. Nomura is cautious on infrastructure, favoring Larsen & Toubro. They also recommend Reliance Industries and Dr Reddy s Laboratories.