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Gold, silver ETFs fall up to 13% amid Middle East conflict. Should investors stay invested or cut exposure?

Economictimes.indiatimes.com 

Gold and silver ETFs have seen significant drops amid Middle East tensions. Experts advise investors to maintain long-term allocations, viewing gold as a portfolio stabilizer. Silver's volatility suggests caution for those with lower risk tolerance. The current downturn is seen as a normal market cycle, with a focus on disciplined rebalancing and long-term asset allocation.



India tightens grip on GLP-1 supply chain amid misuse concerns, expands crackdown on unapproved drugs

Economictimes.indiatimes.com 

India's drug regulator is increasing checks on weight loss drug sales. This action follows inspections of pharmacies and clinics nationwide. The goal is to prevent illegal sales of these specialized medicines. Authorities are also cracking down on unapproved drug combinations. Patient safety is the top priority as regulators enforce rules across the pharmaceutical supply chain.

Eternal shares to rally till Rs 415 after platform fee hike? What Elara said

Economictimes.indiatimes.com 

Eternal shares gained after Elara Securities projected upside to Rs 415, citing a platform fee hike as a key margin driver. The brokerage believes the increase will boost take rates and EBITDA without impacting demand, while also providing a cushion against cost pressures, supporting long-term growth visibility.

Rupee strengthens to 93.73 vs USD, up 20 paise in early trade

Economictimes.indiatimes.com 

The rupee weakened by 20 paise to 93.73 against the US dollar amid a strengthening greenback and rising global crude oil prices. Despite US President Trump's claims of talks with Iran, the Islamic Republic's denial fueled uncertainty and oil price volatility. Heavy foreign institutional investor outflows also pressured the local currency.

Nomura upgrades Kotak Mahindra Bank, calls ICICI Bank preferred compounder. Here's why

Economictimes.indiatimes.com 

Nomura has upgraded Kotak Mahindra Bank to Buy, making it its top pick among Indian banks, while retaining ICICI Bank as its “preferred compounder.” The call comes amid tightening liquidity, rising funding costs, and delayed NIM recovery across the sector. Kotak shares rose ~2%, ICICI ~1.5%, with targets of Rs 445 and Rs 1,535, respectively.


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