After a year where gold and silver dazzled investors, Axis MF’s Equity Head Shreyash Devalkar believes 2026 could mark a turning point. With earnings recovery, sectoral rotation and supportive macros lining up, he argues Nifty may finally outshine precious metals, setting the stage for a classic mean reversion trade.
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
November 12, 2026