Emerging Markets led global returns in 2025, but India lagged due to outflows and weaker earnings. With valuations correcting and domestic fundamentals strengthening, including policy support and rising retail participation, India is positioned for a potential rebound. Structural drivers suggest the underperformance could set the stage for stronger market performance in 2026.
Jane Street Group surged to the top of Wall Street with record trading revenue and $9.38 billion in compensation. Its unconventional structure, AI investments, and capital strength fueled growth, far outpacing rivals like Goldman Sachs and Citadel Securities.
Tom Gayner highlights how ego undermines investment success in volatile, AI-driven markets. His four-point framework—understanding businesses, evaluating management, valuing correctly, and staying humble—helps investors avoid overconfidence, focus on discipline, and make rational long-term decisions.
Indian markets corrected amid volatility, with Nifty entering a consolidation phase after a sharp April rally. Technical indicators suggest a range-bound trend with key support and resistance levels in focus. Weakness in banking stocks persists, while smallcaps continue to outperform, offering selective opportunities for investors in the near term.
Gold prices remain range-bound despite geopolitical tensions, reflecting conflicting macro forces such as high interest rates and a strong dollar. Analysts suggest patience, with no clear trend yet. A decisive move will depend on central bank policy, while investors are advised to adopt a staggered investment approach amid ongoing volatility.
London’s FTSE 100 edged lower as losses in energy majors and AstraZeneca weighed on the index amid thin holiday trading. Weak crude prices dragged Shell and BP, while NatWest slipped despite profit growth. Gains in Unilever, Rolls-Royce and Pearson offered some support, but overall sentiment remained subdued after mixed earnings.
Oil prices dipped amid reports of renewed Iran-US negotiation efforts, but remained on track for strong weekly gains due to persistent supply disruptions. Ongoing tensions around the Strait of Hormuz and geopolitical uncertainty kept markets volatile, with traders reacting sharply to headlines despite a fragile ceasefire and continued export restrictions.
Indian equities staged a strong rebound in April after months of decline. Benchmark and broader indices posted their best gains in years, led by midcaps and smallcaps, while sectoral indices like defence and realty outperformed. Banks and IT saw moderate recovery.
Gold edged higher after recovering from sharp early losses, supported by hopes of easing Iran tensions and a softer dollar. However, the metal remained on track for a weekly decline amid a hawkish Federal Reserve stance. Inflation risks and elevated yields continued to cap gains, while silver outperformed on strong demand outlook.
The dollar logged its sharpest weekly drop against the yen since February amid suspected Japanese intervention. Authorities signalled discomfort with currency volatility, keeping markets cautious. However, sustained yen strength remains uncertain due to policy divergence with the Federal Reserve, while traders watch for further intervention during Japan’s Golden Week holiday period.
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