JPMorgan CEO Jamie Dimon signals a rare bullish stance on gold, suggesting it could reach $5,000–$10,000 amid stretched asset valuations and inflation concerns. The metal’s safe-haven appeal, record rallies, and diversification potential attract renewed investor interest.

Ace investor Vijay Kedia reshuffled his Rs 1,292.5 crore portfolio in Q2 FY26, adding Yatharth Hospital, increasing his stake in Global Vectra, and trimming Affordable Robotic & Automation. Yatharth shows strong technicals and robust Q2 growth, Global Vectra faces a downtrend but long-term returns remain solid, while Affordable Robotic rebounds post-Q2 results despite lingering technical weakness.

Nomura initiated coverage on Tata Steel with a ‘buy’ rating and a price target of Rs 215, citing five growth drivers, including strong domestic demand, cost advantages, and European turnaround prospects. The brokerage expects sustainable growth, improved asset utilisation, and profitability for Tata Steel Europe, while highlighting potential risks like high iron ore prices.

Ace investor Mukul Agrawal went on a buying spree in the September 2025 quarter, adding 10 fresh stocks across sectors — from engineering and energy to tech and EV mobility.

Eternal's shares dipped despite brokerages raising targets. Analysts are optimistic about long-term growth in food delivery and quick commerce, citing strong revenue compounding and margin improvements. While some see short-term investor disappointment, others highlight Blinkit's market share gains and unit economics, even with increased spending.

Vedanta Group’s Hindustan Zinc Ltd (HZL) posted a consolidated profit after tax of Rs 2,649 crore in Q2 FY26, up 19% sequentially, driven largely by silver, which contributed nearly Rs 1,060 crore or 40% of total profits. Silver revenue rose 10% QoQ to Rs 1,706 crore, highlighting HZL’s strategic edge in precious metals alongside its core zinc business.

Over three decades, the Nippon India Growth Mid Cap Fund has scripted one of the Indian mutual fund industry’s most remarkable wealth creation stories — transforming an initial investment of Rs 1 lakh in 1995 into nearly Rs 4 crore today. Powered by a 22% CAGR and a disciplined bottom-up strategy, the fund epitomizes long-term compounding excellence.

A 35-year analysis reveals equities significantly outperform gold in long-term wealth creation and capital protection, contrary to popular belief. While gold offers psychological comfort during stress, equities provide superior returns and safety over meaningful investment horizons. Experts recommend rebalancing portfolios towards Indian equities this Diwali.

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Global gold plunges toward $4,000 while MCX futures rise 2% amid rupee weakness, festive demand, and safe-haven interest; technical indicators signal a corrective phase, with further downside expected.

As FIIs exit India’s IT sector, mutual funds are stepping in. Foreign investors pared stakes in eight of the top 10 IT stocks, including Infosys, TCS, HCL Tech, and Tech Mahindra, during the September quarter. Domestic fund managers, however, bought nine out of ten, with Persistent Systems, Tech Mahindra, and Coforge seeing the sharpest divergence in holdings.