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Gold, equities or fixed income? Jainam’s Milan Parikh on the best bets for the next 12–18 months
7 Oct 2026 · Business Today Mkts
Milan Parikh, Managing Director and Chairman of Jainam Broking discusses where the risk-reward equation stands across large, mid, and small-caps. He also shares his views on gold and silver, fixed income, the rupee, interest rates and the outlook for equities over the next 12–18 months.
The analysis
Because the driver here is macro rather than company-specific, the read-through is to index-level positioning rather than to any single name — correlations tend to rise when the whole market faces the same signal.
Market context
- This is a market-wide development — its reach goes beyond any single stock.