Apurva Sheth
Apurva Sheth
Elevated crude oil prices further worsen India's inflation-growth trade-off by putting pressure on the rupee, widening the current account deficit, & limiting the scope for aggressive monetary easing
Value of gold imports rose in FY26 even as volumes fell. Apurva Sheth of Samco explains why higher gold duty may not curb demand and why fuel price hikes could better protect India's fiscal position
Several SMID companies are trading at substantial premiums to historical averages, reflecting expectations of uninterrupted earnings growth. That assumption may prove fragile, says Apurva Sheth
Liquidity dynamics have also played a role. In volatile markets, investors often sell gold and silver to raise cash or meet margin calls, creating temporary downward pressure on precious metals.
While the Iran-US ceasefire has triggered a risk-on rally, amid falling oil prices, and improved investor sentiment, Apruva Sheth writes that the RBI policy will decide long-term trend sustainability
Gold outlook steady, silver may stay volatile: Which metal can deliver better returns in 2026? Analyst shares the full investment outlook for precious metals amid Iran war-led uncertainty
The war has significantly disrupted energy markets and heightened concerns about supply flows through the Strait of Hormuz, one of the world's most critical oil shipping routes
On the technical charts, Gold has confirmed a fresh breakout from a classic cup and handle formation, reinforcing the strength of the ongoing uptrend, says Apurva Sheth of SAMCO Securities.
A portfolio that includes gold has delivered better risk adjusted returns than one with only equities over the long run
For those willing to take a long-term view, platinum may once again reclaim its title as the elder cousin among precious metals - not necessarily surpassing gold in absolute terms but closing the gap
On the technical side, charts are crystal clear. Gold recently broke out of a bullish pole-and-flag pattern on the weekly time-frame, a setup that often precedes strong continuation rallies.