Precious metals saw a sharp overnight rise. Market strategist Hugh Johnson notes global uncertainties are shaping these moves. He advises caution on gold and silver, suggesting speculative demand may ease. The US dollar is under pressure. Johnson expects a steady Fed chair pick, likely Kevin Warsh, who understands central bank independence.
Selective bets in defence, CV cycle turns supportive, value seen in ITC: Sandip Sabharwal
Ahead of the Union Budget, market expert Sandip Sabharwal urges selective investment in defence stocks. He notes the commercial vehicle cycle is strong, with Tata