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Emerging-market assets and precious metals are experiencing a strong start to 2026, driven by US-Europe tensions that are weakening the dollar and encouraging global diversification. Investors are pouring record cash into emerging-market funds, with Asian technology and Latin American equities leading the rally, as a rotation out of US holdings gains momentum.
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Here is a closer look at the additions, stake increases, trims and exits made during the third quarter.
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News and Media
India's economic outlook remains strong despite global uncertainty. Navneet Munot of HDFC AMC highlights policy continuity and sustained reforms. The upcoming Budget is expected to boost domestic investment and earnings. Opportunities exist across sectors, particularly in manufacturing and new-age technologies like AI. The government is urged to incentivize investment in capital markets and R&D.
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News and Media
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