'The pace of gold's ascent is striking, with prices rising from $3,500/oz to $4,000/oz in just 36 days -- far quicker than the historical average of 1,036 days taken to achieve similar $500/oz gains.'
The strong domestic flow offset selling by foreign portfolio investors who pulled out $23.3 billion (Rs 2.03 trillion) from domestic equity markets in CY25.
'The outlook for the next Samvat is more constructive, as many of the earlier drags are gradually becoming supports.'
'For most investors, I recommend a low double-digit allocation (10 to 12 per cent) to gold and silver combined.'
As the rally in precious metals takes centre stage in 2025, most analysts recommend a larger allocation to gold over silver despite the latter's outperformance this year. In the current calendar year (CY25), spot gold prices in dollar terms rallied
Goldman Sachs is bullish about Indian aerospace and defence, preferring private companies over public sector units (PSUs) as the country ramps up its export target for the sector to Rs 50,000 crore by FY29 from Rs 23,600 crore last year. The American investment bank's top 'buy' recommendations include Solar Industries, Bharat Electronics, Data Patterns and PTC Industries, while Bharat Dynamics is rated 'sell'.
'High taxes have kept away art collectors who will now embrace the new GST.'
'The world is heading into a period of serious problems, and gold and silver are among the few ways to protect oneself.'
'Indian markets may underperform global peers for the next two quarters.' 'But beyond that, India should catch up and resume its long-term growth path.'
Silver prices are up 59.3 per cent in 2025, hitting nearly $44.55 an ounce (oz) in international markets and Rs 137,040 per kilogram (kg) in India on Thursday. It's the best return the metal has given since 2016.
From drone-lit skies and gemstone rangolis to fragrance journeys and theatrical thalis, India's new-age festive events blend heritage with high-tech spectacle to create memories that feel both intimate and unforgettable.
'A price of $6,600/oz is now a reasonable target for gold.'
'I expect IT stocks to trade lower for some time. They are unlikely to make money for investors.'
'If nominal growth improves and earnings pick up, Indian stock markets could see a rally next year.'
Foreign portfolio investors sold stocks worth Rs 1.42 trillion in 2025, with their sales hitting Rs 12,257 crore in the first four trading days of September.
'A balanced portfolio mix of domestic and international equity, fixed income, and precious metals is recommended.'
'The quality of justice is directly linked to the quality of judges -- if that suffers, justice delivery suffers.'
Recent developments - proposed changes to the goods and services tax (GST) rates and S&P Global Ratings' upgrade of India's long-term sovereign credit rating to BBB, with a stable outlook, - may not be enough to bring foreign investors back to Indian markets in a rush, feel analysts.
The proposed reforms in goods and services tax (GST) announced by the government last week, coupled with the eighth pay commission dole-out, is likely to push consumption-driven stocks - such as air conditioners (ACs), select automobiles, fast-moving consumer goods (FMCG), retail, and counters of quick-service restaurants (QSRs) - into higher orbit over the next few months, believe analysts.
'From tariff tensions and border skirmishes to unrest in West Asia.' 'The worst may be behind us. But any further upmove will now have to come from earnings.'
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