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GOLD'S SHINE HERE TO STAY; EQUITIES, COMMODITIES SIGNAL OPTIMISM FOR 2026

The Business Guardian

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December 11, 2025

Indian markets, both equities and commodities, are signalling optimism despite global uncertainty, Kotak Securities' 2026 Market Outlook said Wednesday, as it delved into macro trends, sector opportunities and commodity forecasts investors should track in the year ahead.

- TBG NETWORK

GOLD'S SHINE HERE TO STAY; EQUITIES, COMMODITIES SIGNAL OPTIMISM FOR 2026

According to Shripal Shah, MD and CEO, Kotak Securities, India remains a beacon of growth amid global turbulence. "Our outlook for equities is upbeat, driven by robust earnings projections and policy support, while gold is expected to retain its shine as a safe-haven asset in 2026. With rising participation from young investors, the market is set for deeper engagement and wealth creation," Shah added.

Gold delivered a stellar performance in 2025, surging over 55 per cent and crossing USD 4,000 per ounce, driven by macro uncertainty, geopolitical tensions and strong central bank buying. Indian gold prices rose 60 per cent, amplified by rupee depreciation.

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