From rising crude oil prices to evolving geopolitical uncertainties, Mr. Dhananjay Sinha shares his perspective on the emerging risks for Indian equity markets in an interaction with Reuters.

Union Budget FY27 signals strong structural intent, but near-term growth support remains limited.

In this note from the MD’s Desk, Mr Nikhil Khandelwal, shares his perspective on the Budget’s fiscal stance, revenue dynamics, and what the policy choices mean for markets, bond yields, and sectoral positioning in the year ahead.

From shifting policy priorities to stock-specific opportunities, Mr Vijay Sarda shares his perspective on how markets may navigate Union Budget 2026 in an interaction with The Economic Times Markets.

2025 was a testing year for markets, shaped by global uncertainty and uneven returns. For investors, it reinforced the importance of balance, discipline, and looking beyond short-term market narratives.

In this note from the MD’s Desk, Mr Nikhil Khandelwal reflects on how global and Indian markets navigated the year, the implications of consolidation for future returns, and the investment themes Systematix is tracking as markets move into 2026.

From liquidity to earnings: Why 2026 will be a stock-picker’s market, Nikhil Khandelwal decodes

Market now a stock-picker’s game; avoid overweighting solar in 2026: Nikhil Khandelwal

GST relief yet to translate into consumption boost, warns Dhananjay Sinha