With gold having outpaced equities over the past year, Gubbi suggests that now may be the time to rebalance—reducing gold exposure and increasing equities, provided initial allocations were aligned with long-term goals.
Largecaps showing no fundamental change despite market bounce: Nischal Maheshwari
Investors are closely watching sectors like banking, manufacturing, auto distribution, and aviation after a recent rate cut. Analysts see temporary margin pressure for banks and