According to CNBC TV18, Advait Arora, Founder of WealthEnrich, expects gold to deliver 10-12% returns going forward, while silver could see sharper but more volatile moves. Arora believes the recent correction in precious metals does not signal a structural reversal, describing the rally as part of a broader global reallocation of funds rather than a bubble. He noted that gold has historically delivered steady compounded returns over long periods, making it a stable wealth preservation tool despite recent volatility. As per CNBC TV18, Arora emphasized that "It's not a bubble. It's more of a global reallocation of funds," pointing to rising central bank purchases, de-dollarisation trends and geopolitical risks as key drivers for the recent rally.
As reported by CNBC TV18, gold has surged more than 220% over the past decade, while silver has gained 165% during the same period. Arora pointed to rising central bank purchases, de-dollarisation trends and geopolitical risks as key drivers for the recent rally. He emphasized that gold and silver have already priced in a significant geopolitical premium since 2025, following sharp rallies in both assets. The precious metals have been pressured by a stronger US dollar, profit-booking and concerns around higher interest rates driven by oil-led inflation. According to CNBC TV18, crude prices—particularly Urals and US crude—have rallied sharply in 2026, adding to the volatility in precious metals markets.
According to CNBC TV18, Arora recommends investors maintain a balanced allocation with 5-10% exposure to gold and a calibrated mix with silver, suggesting a 70:30 split between the two metals rather than an aggressive tilt towards silver. He described silver as "like an accelerator… very high beta," warning that while upside may be higher, volatility will also be significantly amplified. Despite recent dips, he expects gold to remain a stable wealth preservation tool with easily 10% to 12% growth going forward. As per CNBC TV18, Arora advised that investors should "avoid panic selling and instead use corrections to gradually build exposure to quality stocks," emphasizing a cautious approach given current market conditions.
As reported by CNBC TV18, Arora flagged rising crude prices towards $110-115 per barrel and a weakening rupee as key risks for India's economy and equities. With crude moving towards $110-115 per barrel and the rupee under pressure, he cautioned that the combined impact could weigh on growth, inflation and corporate earnings. Sectors such as aviation, paints, oil marketing companies and other energy-intensive industries could face margin pressure, while banks may see slower loan growth amid potential rate hikes. Arora noted that "Not in my career of over four decades" has he seen such unusual market conditions, highlighting the unprecedented nature of current geopolitical and economic uncertainties.
According to CNBC TV18, Arora maintained that equities should remain the core of investor portfolios, highlighting that Nifty valuations at around 20 times earnings are not stretched and that mid- and small-cap stocks are beginning to offer value after recent corrections. He advised caution given elevated geopolitical uncertainty, noting there is no point jumping the gun and taking immediate calls. He expects market sentiment to improve if geopolitical tensions ease and crude prices stabilise, but warned that prolonged disruption could lead to inflationary pressures and potential downward revisions to India's growth outlook. As per CNBC TV18, Arora emphasized that investors should "use corrections to gradually build exposure to quality stocks" rather than making hasty decisions during volatile market conditions.
