Amnish Aggarwal of Prabhudas Lilladher suggests focusing on domestic-oriented sectors like consumption, private banks, hospitals, and pharma due to global uncertainties. He notes potential margin expansion for paint companies from lower crude prices and benefits for OMCs and aviation. However, concerns exist about employment impacts on the middle class and potential slowdown in mutual fund inflows if market volatility persists.
Decoding gold rally: Why yellow metal surged 15% in one month and should bullion be in your portfolio?
Gold has staged a sharp 15% rally in August after a volatile start to the year, supported by renewed ETF inflows, strong central-bank buying, expectations
August 26, 2026