Silver At Record Highs, Q3 Updates And IPO Lock-Ins: What Moves Markets Now

Silver surged 15% in the first seven trading days of 2026, crossing $83/oz amid geopolitical tensions and safe-haven demand, outpacing most asset classes. Analyst Prashanth Tapse sees silver poised for further gains to $90 - 100 if it sustains above $82, while gold remains neutrally positive. Equity markets face volatility from U.S. - India trade uncertainties and global events, yet domestic consumption shows early green shoots. Titan’s Q3 update delivered strong 40% consumer-business growth (jewelry +41%), driving record highs, though profit-booking looms near ₹4,400–4,850 targets. Jubilant Foods disappointed with modest 5% like-for-like growth and margin pressure in a hyper-competitive QSR space. Lock-in expiries weighed on recent IPOs like Misho and Tata Capital—wait for post-earnings clarity. Focus sectors: PSU, select FMCG, defense, Lenskart.