Gold prices continue to soar, hitting fresh all-time highs multiple times in 2025. In this exclusive excerpt from Business Today TV's Market Today show, experts Gaurav Dua, Head of Capital Market Strategy at Mirae Asset Sharekhan, and Arpit Beriwal, Analyst - Derivatives, Wealth Management at Motilal Oswal Financial Services, share their insights on the impact of rising gold prices, the outlook for gold-themed stocks, and their preferred stock picks for investors.
Gaurav Dua views: Key Highlights: 📌 Gold’s Rally & Its Investment Potential: 🔹 Gaurav Dua emphasises the importance of multi-asset funds that provide exposure to equity, debt, gold, and silver. 🔹 Multi-asset funds have outperformed other asset classes in the last 5-6 months and remain a strong investment option. 🔹 Rising gold prices boost the Loan-to-Value (LTV) ratio for gold financiers, increasing their loan collateral value. 🔹 However, intense competition from public sector banks could pressure margins for NBFC gold lenders like Muthoot Finance and Manappuram Finance.
📌 Arpit Beriwal's stock Picks in the Gold Sector: 🔹 Titan (Large Cap Pick) – Trading within a range of ₹3,200-₹3,800, Titan remains a strong pick, with ₹3,200-₹3,250 identified as an ideal entry point. 🔹 Muthoot Finance (Mid-Cap Pick) – Currently in a strong uptrend, but Arpit Beriwal suggests waiting for a dip to ₹2,120-₹2,140 for a better risk-reward entry. 🔹 Silver also presents an opportunity as an alternative commodity investment.
📈 What’s Next for Gold Investors? Should you continue holding gold-related stocks? How will competition affect gold financiers? Watch now for expert insights!