Sunday, March 08
Veteran investor Howard Marks has long argued that successful investing is less about predicting exact turning points and more about understanding where markets stand in the broader cycle. His core message in his book, "Mastering the Market Cycle" has taken on renewed importance in today’s complex and fast-changing market environment, where optimism around technology, selective global growth, and India’s structural story coexist with rising valuations and pockets of excess.In the current phase, global equities, particularly in the US, are trading at elevated valuations, while themes such as artificial intelligence and select technology leaders continue to attract heavy investor interest. At the same time, central banks are navigating the final stages of a tight monetary cycle, and geop
The U.S. military is preparing for the possibility of sustained, weeks-long operations against Iran if President Donald Trump orders an attack, two U.S. officials told Reuters, in what could become a far more serious conflict than previously seen between the countries. The disclosure by the officials, who spoke on condition of anonymity due to the sensitive nature of the planning, raises the stakes for the diplomacy underway between the United States and Iran. U.S. and Iranian diplomats held talks in Oman last week in an effort to revive diplomacy over Tehran's nuclear program, after Trump amassed military forces in the region, raising fears of new military action. U.S. officials said on Friday the Pentagon was sending an additional aircraft carrier to the Middle East, adding thou
Gold and silver futures rebounded on bargain-hunting after weaker-than-expected U.S. inflation data reignited hopes for Federal Reserve rate cuts this year, offsetting concerns from stronger-than-expected jobs data earlier in the week.On Friday, MCX silver futures for March 5, 2026 rose 3.62%, up Rs 8,564 to Rs 2,44,999 per kg. Gold futures for April also edged higher by Rs 305, or 0.2%, to Rs 1,56,200 per 10 grams.In international commodity markets, precious metals rebounded sharply after the previous session’s selloff, with spot silver rising 2.1% to $77.27 per ounce, recovering from an 11% plunge a day earlier. Spot gold also advanced 2.33% to $5,063 and is now up more than 1% for the week. The recovery comes after bullion dropped nearly 3% on Thursday, slipping to its lowest level in
