Dalal Street saw remarkable gains in small and midcap stocks from Diwali 2024 to Diwali 2025. Several stocks delivered returns up to 10,000%, turning modest investments into significant wealth. RRP Semiconductor led the pack with a nearly 10,000% surge. Other companies like GHV Infra Projects and Elitecon International also saw substantial growth.

Silver emerges 2025’s top performer, with ETFs doubling money as demand, supply shortages, and green economy adoption drive prices toward Rs 2.46 lakh/kg. Experts project further gains, with global and domestic markets eyeing $75/oz and record premiums, making silver a must-watch asset.

ICICI Prudential Mutual Fund's new Conglomerate Fund targets India's largest promoter-led business groups, betting on their structural strength and diversified earnings for long-term wealth creation. The fund will balance mature cash generators with emerging growth engines, employing a dual-lens framework of structural strength and cyclical opportunity.

Nomura maintains a neutral stance on Tata Motors post-demerger, valuing PV and CV units almost equally, highlighting improving PV momentum, steady CV prospects, but cautioning technical risks and short-term volatility.

Following Tata Motors’ recent demerger, investors are now awaiting the separate listing of its commercial vehicle arm, Tata Motors Commercial Vehicles Ltd (TMLCV), valued at around ₹260.75 per share. The record date for the split was October 14, with eligible shareholders set to receive one TMLCV share for every Tata Motors share held.

China’s new export curbs on lithium battery materials may disrupt India’s EV supply chain. Analysts say Ather Energy’s localisation efforts could limit the impact, while Ola Electric remains exposed due to its reliance on Chinese components. Ather’s technical outlook appears stronger, whereas Ola’s charts signal continued weakness.

Indian equities enter Samvat 2082 at a turning point. After a lacklustre year marked by global trade tensions and high valuations, domestic tailwinds — from policy easing and robust capex to softer commodity prices — are expected to reignite growth. HDFC Securities sees the ongoing correction as a buying window, identifying ten quality stocks positioned to deliver selective, stock-specific returns over the next year.

India’s household gold wealth has surged to $3.8 trillion after a 62% rally in 2025, making gold holdings nearly 89% of GDP. Despite steady consumption, soaring prices and rupee depreciation have amplified the wealth effect across households.

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Bandhan Aggressive Hybrid Fund’s consistent outperformance stems from disciplined stock selection, a balanced multi-cap approach, and prudent risk management. With equity allocation near 78%, selective exposure to auto, capital goods, and cyclical stocks positions the fund for medium-term growth. Diversification and a long-term horizon ensure resilience across market cycles.

Indian stocks are set for a strong performance after a year of stagnation. Brokerages are recommending over 50 stocks for the upcoming Samvat 2082. This optimism is fueled by attractive valuations and projections of double-digit earnings growth. Sectors like autos, consumer durables, power, financials, and manufacturing are expected to lead the rally.