Equirus CIO: Book Precious Metals Profits, India Poised for AI Gold Rush
Business
M
Moneycontrol•05-01-2026, 06:31
Equirus CIO: Book Precious Metals Profits, India Poised for AI Gold Rush
- •Chanchal Agarwal, CIO at Equirus Family Office, advises booking profits in precious metals due to 'froth and noise' in valuations.
- •She highlights the AI revolution as the new 'gold rush,' with data centers as its 'picks and shovels,' positioning India uniquely.
- •Q3FY26 earnings expected to be positive for Dalal Street, driven by nominal GDP growth and recovering demand.
- •Mid-caps led EBITDA growth in 1HFY26; preference for quality active asset managers over momentum themes.
- •RBI likely to keep interest rates lower for longer due to falling inflation and supportive monetary policy, aiding nominal growth.
Why It Matters: Book precious metals profits; India is key to the AI revolution; positive market outlook with lower rates.
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