Planning your portfolio for 2026? Here’s how to think about gold, equity, and debt allocation

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2025 has defied conventional market trends, with safe assets outperforming riskier ones. Gold surged nearly 50%, while equities remained volatile following a three-year bull run. After peaking in September 2024, markets corrected multiple times, including during the Indo-Pak skirmish. With the Sensex up just 7% over one year, investors now face crucial decisions on short-term asset allocation.