Mukesh Ambani urged Indians to shift savings from gold and silver into capital markets, arguing that precious metals, though safe, do not create wealth in a fast-growing economy. Speaking at a JioBlackRock event, he said productive investments offer compounding returns, unlike bullion imports that sit idle outside the formal financial system.

BlackRock CEO Larry Fink said the next 20–25 years will be the “era of India,” driven by rising domestic investment and rapid technological adoption. Speaking with Mukesh Ambani at a JioBlackRock event, he highlighted deeper household participation in markets and India’s growing role as a core pillar of BlackRock’s long-term strategy.

JPMorgan says the recent global IT selloff amid AI disruption fears has veered from rational concern to outright panic. Analyst Mark Murphy noted that markets are “overwhelmingly” focused on AI headlines, ignoring enterprise software resilience. The IGV tech-software ETF fell about 5%, while stocks once considered insulated—Cloudflare, Datadog, Snowflake—plunged 9-11%, showing broad market impact across mega- and small-caps.

Indian IT stocks are experiencing significant selling pressure following the launch of AI-powered workplace tools, leading to a market value evaporation of billions. While some analysts label this a "SaaSpocalypse," others argue the market is overreacting, with AI potentially driving transformation rather than outright decline for the sector.

Veteran investor Ashish Kacholia sees India’s smallcap bear market ending after the India-US trade deal. Following tariff cuts and clarity on trade ties, Indian equities, the rupee, and bonds rallied sharply, with the Nifty surging up to 5%, highlighting renewed investor confidence and potential inflows into smallcap and midcap stocks.

India’s trade truce with the US has prompted Jefferies to rejig its India model portfolio, boosting metals and adding US-exposed beneficiaries while paring IT. Lower US tariffs make Indian exports more competitive, aiding autos, chemicals, textiles, solar and Adani Group companies, with portfolio shifts favouring Hindustan Zinc, JSW Steel and Eternal.

Precious metals suffered a brutal selloff on Thursday, with silver plunging nearly 17% in Asian trade and Indian ETFs collapsing up to 21% as a stronger dollar and easing geopolitical tensions shattered the months-long rally. Gold prices also tumbled, leaving investors debating whether the correction signals opportunity or deeper trouble.

Gold and silver prices have plummeted dramatically this week. This sharp decline follows market reactions to potential Federal Reserve leadership changes and a strengthening US dollar. Investors are reassessing the safe-haven appeal of these precious metals. While short-term returns have been devastating, longer-term performance still outpaces equity indices. Experts suggest caution and disciplined asset allocation for investors.

Hindustan Zinc shares dropped significantly due to a sharp decline in silver prices and increased margins on MCX futures. Despite short-term volatility, analysts like HSBC remain optimistic, upgrading the stock with a higher target price, citing the company's strong fundamentals and positive outlook for zinc and silver.

Axis Direct identifies six largecap stocks with significant upside potential, ranging up to 33% over the next year. These selections, including HDFC Bank and Bajaj Finance, are favored by experts for long-term portfolios following a recent corrective phase. The brokerage highlights attractive valuations and strong growth prospects across various sectors.