Dipan Mehta of Elixir Equities discusses the potential for soft quarters in the auto industry and advises managing expectations. He also highlights Paytm’s resilience despite regulatory challenges and expresses the need to be cautious about the cement sector. Mehta notes that private sector capex is focused on startups, batteries, semiconductors, and data centers.
A 70:30 strategy could help investors balance gold and silver exposure: Tata Mutual Fund
Tata Mutual Fund recommends a 70:30 strategic allocation between gold and silver for investors looking to balance stability with growth. The fund house remains bullish