Gold Stocks, Jewellery Shares In Focus Ahead Of Festive Season | Expert Reveals Top Picks

Gold prices are moving higher again ahead of the festive season, putting jewellery and gold-linked stocks in focus. Ramesh, in his market outlook, says jewellery makers remain in a sweet spot as higher gold prices support value sales. He recommends a basket approach covering names such as Titan, Kalyan Jewellers, Thangamayil Jewellery and P. N. Gadgil Jewellers. Gold financing companies could also benefit from sustained strength in gold prices amid geopolitical uncertainty. Stocks such as Muthoot Finance and Manappuram Finance remain on the radar. Banks expanding their gold loan portfolios are another segment investors should watch during the festive season.