Krishnan VR of Marcellus Investment Managers advises limiting gold and silver allocation to 8–10% despite record returns. He stresses equities as core, tactical debt addition, and selective opportunities in consumption, healthcare, insurance, and financialization themes amid stretched valuations.
Jensen Huang’s Nvidia exit raises fears over the future of AI financing
Nvidia CEO Jensen Huang’s reported departure rattled global markets, triggering concerns over the chipmaker’s leadership, AI investments and data-centre financing strategy. Nvidia shares tumbled, while