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Revisiting our call of investing in Banking & Financial as a defensive play in September 2024
posted on 11 November 2025 by Sunil Jhaveri
On 18th September 2024, I had penned a note titled: POST FED RATE CUT CAN FINANCIALS BE THE NEW DEFENSIVE PLAY? Let us revisit that call and see how it has panned out and what is the outlook for this sector going forward as well:
Navigating Equities in 2026: India's Rise Amid US Market Dynamics
posted on 06 November 2025 by Sunil Jhaveri
Will funds rotate out of the US markets due to extreme valuations, very high debt to GDP and move to emerging markets like India which has not performed over past 1 year? There is indeed a growing expectation among market experts and investors that funds might rotate out of the US markets due to extreme valuations, very high debt-to-GDP ratios, inflation concerns, and slower economic growth, and allocate more capital to emerging markets like India that have underperformed in the past year but have stronger growth potential and attractive valuations.
Time to Look Beyond NIFTY 50 for Returns in 2026
posted on 27 October 2025 by Sunil Jhaveri
Indian equities have delivered no returns over the past year since it peaked on 23rd September 2024. Mid Cap and Small Cap indices have performed even worse than large cap index represented by NIFTY 50. This can clearly be a reflection of the muted earnings growth and overstretched valuations during this period. Earnings growth, represented by EPS of NIFTY 50 was a muted 5.80% over past 1 year............NIFTY 50 earnings growth is expected to recover gradually, but sectoral themes like digital, innovation, consumption, and manufacturing are likely to deliver much stronger double-digit growth, well above the broader index's pace over the next few years.
Once in a Century Greatest Financial Reset in the Making
posted on 21 October 2025 by Sunil Jhaveri
Rally in precious metals, some of the global macros are screaming a big financial reset in the making. I will analyze these readings and the readers can draw conclusion as to what some of the asset classes like Gold, Silver, Oil, Currency, Debt are trying to tell us.
Precious Metals Rally – 2025 Precious Metals Rally Compared with 1980 and 2011 Rallies
posted on 03 October 2025 by Sunil Jhaveri
These are the four most dangerous words – THIS TIME IT’s DIFFERENT. How different is it this time around and why?. I will analyse rallies of 1980, 2011 and current one in terms of prevalent macros at respective times and how this time can be different.
Silver going forward
posted on 30 September 2025 by Sunil Jhaveri
Where do we go from here? Is it time to book profits, add Gold or add Silver? Switch from Gold to Silver? Many such questions are plaguing minds of investors.
The Ultimate Asset Allocation
posted on 05 August 2025 by Sunil Jhaveri
I had penned an article titled Diversification – the new Buzz word on 26th September 2024. That was the peak of the markets post which it had started sliding down. Prior to that I had penned an article in August 2024, Time to Look Beyond Equity, wherein I had mentioned about market valuations becoming stretched, to reduce exposure (or do some profit bookings from Mid Cap and Small caps) and increase exposure to Gold & Silver. However, that got me thinking. Is it possible to time such tactical calls so accurately every time? What if they go wrong or given at wrong timings? Won’t that affect performance of investor portfolio returns?
What is Bond Market telling us what Equity Markets are not?
posted on 22 May 2025 by Sunil Jhaveri
Generally, investors keep their eyes and ears focused on all the narratives of what Equity markets are telling them and totally ignore the cues given by the Bond Markets. Unfortunately, what they fail to realise is that Bond market indicators are ahead and equity markets take guidance from them and react or follow the cues given by the bond markets.
End or Beginning of Rally in Precious Metals?
posted on 30 April 2025 by Sunil Jhaveri
I had given a call to invest in Gold & Silver on 23rd August 2024 when Gold price was approx. $2500/oz and Silver was at 29/oz. Since then, both Gold and Silver have scaled higher; Gold having touched a new historic high of $3500/oz and Silver briefly breaching $35/oz before retracing back to their current levels of $3312/oz in Gold and $32.92/oz in Silver as on 30th April 2025. What is the way forward and is the Gold and Silver rally over? Read more to find out.
Learnings from 2024
posted on 13 January 2025 by Sunil Jhaveri
Wishing all the readers a very happy new year. Unfortunately for equity investors, beginning of 2025 has been a very bad start with NIFTY 50 correcting 1.31%, NIFTY Mid Cap 100 down by 4.99% and NIFTY Small Cap 100 down 6.93% till January 10’2025 (last Friday). As I pen this note, NIFTY 50 is down further 01.30% with Mid and Small Cap indices further down by more than 4.25% each. Let us revisit some of the articles I had written in 2024 and its impact on investor portfolios:
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