Equirus CIO: Book Precious Metals Profits, India Poised for AI Gold Rush

• Chanchal Agarwal, CIO at Equirus Family Office, advises booking profits in precious metals due to 'froth and noise' in valuations.
• She highlights the AI revolution as the new 'gold rush,' with data centers as its 'picks and shovels,' positioning India uniquely.
• Q3FY26 earnings expected to be positive for Dalal Street, driven by nominal GDP growth and recovering demand.
• Mid-caps led EBITDA growth in 1HFY26; preference for quality active asset managers over momentum themes.
• RBI likely to keep interest rates lower for longer due to falling inflation and supportive monetary policy, aiding nominal growth.

Why It Matters: Book precious metals profits; India is key to the AI revolution; positive market outlook with lower rates.