Sanjay Bembalkar, Head of Equities at Union Asset Management, advises investors to consider gold ETFs for safer, liquid portfolios without emotional ties. In light of geopolitical uncertainties and monetary changes, gold’s negative correlation with equities and debt makes it a valuable long-term strategic asset. Bembalkar suggests a 15-25% gold allocation for retail investors.
Don’t fear Tesla; add defence, railways stocks post market correction: Deven Choksey
Deven Choksey highlights strong fundamentals in defence and railways stocks and sees opportunities in specific autos despite Tesla’s market entry concerns. He suggests looking at
February 25, 2025