Nilesh Shah, MD of Kotak AMC, highlights the performance of gold and the Nifty, noting gold’s potential for great returns. He discusses market fundamentals, recommending a neutral weight to equity with a preference for banking, financial services, and consumer discretionary sectors amid market corrections.
5 world market themes for the week ahead
Global markets brace for a volatile second half of 2025. Trade tensions and Federal Reserve policy are key concerns. US jobs data and European Central