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.
Decoding gold rally: Why yellow metal surged 15% in one month and should bullion be in your portfolio?
Gold has staged a sharp 15% rally in August after a volatile start to the year, supported by renewed ETF inflows, strong central-bank buying, expectations