Expert cautioned that while India is benefiting from cyclical tailwinds such as tax cuts, lower inflation and easing interest rates, global risks remain high.
At a time when global markets remain on edge, optimism around the India–EU trade pact is offering a rare confidence boost, as experts highlight its potential to strengthen trade flows and improve India's export competitiveness.
Ananya Birla, Director at the Aditya Birla Group, spoke about trade disruptions and tariffs, saying short-term volatility cannot be ignored. However, she said long-term investors continue to see India as a stable and high-growth market.
For customers, this may mean adjusting to slightly longer delivery times. Impulsive buyers, especially younger consumers used to instant gratification, could feel disappointed initially, says expert.
Indian markets moved higher after fresh signals of progress in India–US trade talks, lifting investor mood. Yet, market expert says it may be too early to draw strong conclusions until clearer outcomes emerge.
Expert says that markets have been stuck in a kind of limbo for the past few months. While there has been talk of trade deals and positive developments, very little has actually moved forward.
Market participants are closely watching whether defence stocks could remain active in the coming days and what investors should keep in mind before taking exposure to this sector.
Expert describes gold as "more balanced and safer", while cautioning that silver's sharp rise could lead to profit booking due to its high volatility.
Sharing his views on the sector, Dharmesh Kant, Head of Research at Chola Securities, said one of his top picks from the four-wheeler space is Maruti Suzuki.
The sharp sell-off comes after the finance ministry revised the taxation structure for cigarettes, effective February 1, 2026.
India's stock market may be lacking momentum, but select pockets are still offering opportunities, says expert.
With global uncertainty rising and markets staying volatile, investors are rethinking how they build their portfolios. Gold and silver, once seen as optional, are now being viewed as essential tools for stability and long-term balance, says expert.
Silver has crossed levels close to $82 an ounce, a price that many technical analysts tracking the metal closely had not expected.
The ongoing geopolitical issues and trade-related delays have made investors cautious, says expert.
Despite the broader market consolidation, select sectors are performing well due to better pricing conditions.
Export-heavy sectors are closely tracking the US–India tariff deal, as industries such as textiles, aquaculture, fisheries and auto ancillaries rely heavily on exports to the US, says expert.
According to market experts, the latest rally in gold is not driven by jewellery demand or fresh buying by central banks. Instead, it is largely linked to fears around global debt and unstable bond markets, especially in countries like Japan and the US.
As the festive period of Christmas and New Year nears, market expert anticipates lighter market volumes, consolidation by December end, and increased volatility in January before the Union Budget.
