Gold remains a long-term favourite, while silver outlook stays positive: Emkay Wealth Management
Gold remains supported by central bank buying and its safe-haven appeal, while silver offers stronger return potential but comes with higher volatility.
Markets
Indian securitisation market set to stay resilient as asset mix widens
A wider asset mix, rising gold loan securitisation and stronger transaction safeguards are expected to support the Indian market, even as unsecured business loan delinquencies remain a concern.
Gold breaks above $4,650 as Fed signals, Iran sanctions keep metals in focus
Gold’s third straight weekly gain comes as softer yields and a weaker dollar support bullion, while Iran sanctions and oil prices could determine the next move for metals.
Sensex, Nifty gain over 2% in July; large caps offer better risk-reward: Axis MF
Some of the key global risks that weighed on markets earlier in the year have begun to moderate, although uncertainty remains elevated.
Gold nears $4,300, silver jumps 3.5% as dollar weakens: Kotak Securities
Precious metals gain as softer crude and a weaker dollar offset geopolitical risks, while markets await US jobs data for clues on the Fed’s next move.
India could be the next big long term equity bet: Abakkus Investment Managers
Indian equities have lagged global peers in the near term and it remains one of the attractive long-term equity stories globally.
India’s growth story intact, but West Asia crisis and El Niño may trigger market volatility: PL Capital
PL Capital says easing crude prices, strong domestic demand and improving valuations support India's equity outlook, but warns that geopolitical tensions, uneven monsoon, El Niño and inflation could keep markets volatile.
Gold Outlook: June sell-off reflects hawkish Fed, not end of long-term bull market
With rate-hike expectations rising and geopolitical risks easing, gold corrected sharply in June, but continued central bank purchases and fiscal concerns could underpin a recovery.
India’s structural growth story intact despite global market cap ranking slip: Bajaj Finserv AMC
India’s decline in global market-cap rankings reflects AI-driven capital concentration in Taiwan and South Korea rather than any weakening of domestic fundamentals.
Global bond yields turn sticky amid inflation fears, India’s 10Y seen near 7%
Persistent inflation concerns, rising global yields and uncertainty over the US-Iran conflict are expected to keep India’s benchmark 10-year bond yield under upward pressure despite comfortable domestic liquidity conditions.
