Gold Prices at All-Time Highs: RBI’s Draft Rules Shake Up Gold Loan Stocks

Gold Prices at Record Highs | RBI's Draft Rules for Gold Loans | Impact on Muthoot, Manappuram, Titan. 

Gold prices are soaring internationally, crossing $2,400 per ounce, but the spotlight is now on the RBI’s newly released draft rules for gold loans. With the regulator focusing on risks around loan-to-value (LTV) and borrower quality, investors in gold finance companies like Muthoot Finance, Manappuram, and IIFL Finance need to tread carefully. Mayuresh Joshi, Head of Equity Research at William O’Neil India, explains the possible implications of the RBI’s move—could it dent near-term sentiment for gold financiers despite strong bullion prices?

Meanwhile, KKunal V Parar of Choice Equity Broking makes a bullish case for gold jewellery stocks, especially Titan. Technical charts indicate a strong breakout zone with upside potential to ₹3,400.
Where should investors position themselves—defensive lenders or breakout jewellery stocks?

What’s the risk for gold NBFCs?
Will RBI's final guidelines change the game?
Should you invest in Titan now?
Who benefits more from the gold rally?

Find out the smart money moves on this edition of Market Today with Business Today TV.