Gold ETFs have surged over 53% in 2025, prompting investors to consider profit-booking. Experts advise viewing gold as a hedge against inflation and uncertainty, recommending partial profit-taking for allocations exceeding 8-10% of a portfolio. Recent price dips are seen as short-term volatility rather than a trend reversal.
Power, Hotels & Chemicals: Dipan Mehta maps out the market’s next big opportunities
Dipan Mehta advises selective investing, favoring power infrastructure, export manufacturing, and specialty chemicals. While acknowledging the hospitality sector’s strong run, he cautions about potential headwinds.