Shiv Puri from TVF Capital Advisors suggests a positive outlook for consumption due to changing unsecured personal lending. He highlights opportunities in underpenetrated sectors like hospitals and retail, emphasizing the importance of selectivity and difficulty as a barrier to entry. Puri believes the premiumization wave has potential but needs broader consumer participation, and earnings will drive market cues.
Fragile US-Iran talks: Gold rises to Rs 1.53 lakh; silver jumps nearly Rs 10,000. What’s next?
Gold and silver prices surged in India, tracking global trends, weaker dollar, and US-Iran dialogue hopes. Gold rose 1% while silver jumped 4%, amid thin