Across their outlooks, HSBC, The brokerages broadly agree that falling inflation, Reserve Bank of India rate cuts, stable domestic liquidity and policy support for consumption and capital expenditure are setting the stage for a recovery. Financials, consumer discretionary and industrials dominate the opportunity set, while telecom, autos and select real-estate plays add depth. Defensives such as staples and healthcare appear more selectively, reflecting a market that is expected to reward conviction rather ...

Gold is on fire, marking its hottest year since 1979, and Fresnillo Plc (OTCPK: FNLPF) is riding the wave. Despite soaring prices and a 300% year-to-date gain, JPMorgan analyst Patrick Jones sees room for another 80% upside, citing macro tailwinds, positive tail risks for gold, and further re-rating potential for the miner.Track Fresnillo stock here.Fresnillo: The FTSE100 StarFresnillo has been a market darling, rising over 300% YTD and outperforming gold peers by roughly 200%, making it the top performer i ...