#Etmarkets

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ETMarkets Smart Talk| Budget 2026 to focus on capex, customs duty reforms; no major tax changes likely: Rahul Singh, Tata AM ETMarkets Smart Talk | Gold, Silver unlikely to repeat 2025 rally; geopolitics key in 2026: Dhiren Shah ETMarkets Smart Talk: How to Build a Rs 10 lakh portfolio for 2026 with equities, gold, silver and bonds, Sunny Agrawal of SBI Securities decodes

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ETMarkets Smart Talk| Budget 2026 to focus on capex, customs duty reforms; no major tax changes likely: Rahul Singh, Tata AM

Business

Economic Times•Jan 31

ETMarkets Smart Talk| Budget 2026 to focus on capex, customs duty reforms; no major tax changes likely: Rahul Singh, Tata AM

Investors eye the Union Budget 2026 for policy direction amidst global uncertainty. Tata Asset Management's CIO Rahul Singh anticipates a focus on capital expenditure and customs duty rationalisation, with limited room for fiscal stimulus.

ETMarkets Smart Talk | Gold, Silver unlikely to repeat 2025 rally; geopolitics key in 2026: Dhiren Shah

Business

Economic Times•Dec 27

ETMarkets Smart Talk | Gold, Silver unlikely to repeat 2025 rally; geopolitics key in 2026: Dhiren Shah

After a stellar 2025, precious metals are likely to see moderated returns in 2026. Gold and silver prices will hinge on geopolitics, US Fed actions and central bank policies, while equities regain attention through earnings, valuations and stock-specific opportunities.

Business•Economic Times•Dec 25

ETMarkets Smart Talk: How to Build a Rs 10 lakh portfolio for 2026 with equities, gold, silver and bonds, Sunny Agrawal of SBI Securities decodes

Investors are preparing for 2026 with a focus on building well-balanced portfolios. Sunny Agrawal of SBI Securities shares insights on asset allocation for the year ahead. Equities are expected to offer steady returns, while global uncertainties shape markets. Precious metals like gold and silver may see increased demand. The article also discusses sector-specific opportunities and key market triggers for 2026.

6 min