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.
Mid and smallcap earnings to outshine Nifty 50 despite valuation concerns: Manish Sonthalia
Manish Sonthalia of Emkay Investment Managers suggests buying on dips in the current market, supported by earnings, macros, and global flows. He favors public sector