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Gold ETFs have surged over 53% in 2025, prompting investors to consider profit-booking. Experts advise viewing gold as a hedge against inflation and uncertainty, recommending partial profit-taking for allocations exceeding 8-10% of a portfolio. Recent price dips are seen as short-term volatility rather than a trend reversal.
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Market expert Rajat Sharma is bullish on banking and IT sectors for the next 12-18 months, citing government reforms and AI adoption. He observes rising consumption boosting logistics but remains cautious on autos due to the EV transition and expensive valuations in mutual fund companies.
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Ace investor Mukul Agrawal significantly reshaped his Rs 7,500 crore portfolio in Q2, adding ten new stocks and increasing stakes in five others. His strategic investments, totaling around 400 crore, span diverse sectors including engineering, technology, renewable energy, and healthcare, reflecting a keen eye for emerging businesses.
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News and Media
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