Sunil Subramaniam of Sundaram Mutual Fund believes gold, despite being at record highs, is “costly but not expensive.” He attributes the rally to global de-dollarisation, central bank buying, and gold’s role as an alternative reserve asset. Emphasizing steady allocation, he recommends holding 10–15% gold in portfolios to navigate market cycles and long-term macro shifts.
Mcap of 6 of top-10 most valued firms jumps Rs 1.62 lakh cr; Airtel, Reliance biggest gainers
The combined market valuation of six of the top-10 most-valued firms jumped Rs 1,62,288.06 crore last week, with Bharti Airtel and Reliance Industries emerging as