Blog
Gold vs Equities: Gold’s 40% Run in 2025 vs Nifty’s 9% – How Should Investors Allocate?
Team SKM, Gold has been the standout performer of 2025, rising more than 40 per cent, while the Nifty 50 has delivered a comparatively modest 9 per cent gain. This sharp divergence has prompted investors to re-evaluate their asset mix, especially as global uncertainty...
India’s First Long-Term LPG Import Pact with the US: What It Means
Team SKM, India has finalized its first structured agreement to import LPG from the United States, marking a significant change in the country’s sourcing strategy for a fuel used by more than half of Indian households. Starting 2026, public sector oil marketing...
Why IBJA Wants Regulation
According to IBJA, several digital gold companies are willing to come under a formal regulatory framework, whether through Sebi or another watchdog. The association believes regulation would: Assure customers that the gold backing their units is genuine and stored...
Still Waiting for Your Income Tax Refund? You May Be Entitled to Interest
Many taxpayers who filed their returns on time are still waiting months for their income tax refunds. What often goes unnoticed is that in many cases, the government is legally required to pay interest on delayed refunds. Below is a clear guide to when this interest...
India Sends First Jet Fuel Cargo to the US West Coast
India has exported jet fuel to the United States West Coast for the first time, taking advantage of a temporary shortage created by refinery shutdowns in California. A tanker carrying about 60,000 tonnes of aviation turbine fuel left Reliance Industries’ Jamnagar...
India’s Q2 GDP Expected at 7.3 Percent on Rural Strength and Higher Public Spending
Team SKM, India’s economic growth is expected to accelerate to 7.3 percent in the July to September quarter of FY26, driven by resilient rural demand, higher government capital expenditure, and front-loaded exports. This is the median forecast from a poll of 12...
Global ETFs Are Trading at Expensive Premiums. Investors Risk Paying More for Lower Returns
Indian investors continue to show a strong appetite for global equities. However, with regulatory limits blocking fresh overseas investments by mutual funds, the usual routes have largely been shut for nearly three years. As a result, many investors are turning to the...
Buying a New Car? How to Choose the Right Motor Insurance Policy
Team SKM, Many new car buyers end up paying more than necessary for their first motor insurance policy simply because they choose the plan offered by the dealership. While this often feels convenient, it is not mandatory and may not always be cost-efficient....
India emerges as the reverse AI trade in emerging markets
Jefferies strategist Chris Wood has described India as the “reverse AI trade” this year after a period of significant underperformance against major emerging markets. In his latest Greed and Fear note, Wood observed that India has lagged the MSCI Emerging Markets...
The Red Fort Blast and a Hidden Compliance Risk: Lessons for Every Car Seller
The recent Red Fort blast put an unexpected spotlight on a compliance issue many car owners overlook. The white Hyundai i20 that caught fire on 10 November had reportedly changed hands multiple times, yet the registration certificate still showed the name of its...