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.
Markets
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.
Weekly Market Wrap: Nifty gains 0.74% in choppy week as broader markets rally
Markets staged a recovery after early pressure from rising crude prices and rupee weakness, while easing West Asia tensions and strong auto earnings boosted sentiment in broader markets.
Gold, silver rally as US-Iran peace hopes sink dollar, oil prices
Easing geopolitical tensions and falling oil prices boosted gold and silver sharply, while investors now await US payroll data and Fed commentary for further direction on interest rates and commodity markets.
Sensex, Nifty extend rally for second day on global cheer, FII inflows
Easing geopolitical tensions and improving risk sentiment push benchmarks closer to record highs; analysts advise buy-on-dips strategy amid bullish undertone.
FY26 Market Wrap: Sensex falls 7.1% amid FPI exodus, metals shine bright
The Sensex declined by around 7%, led largely by decline in real estate, IT and FMCG stocks. However, this trend can reverse soon as on a fundamental level, these sectors remain robust.
