Emkay analyst flags gold, silver; says avoid industrial commodities
In short
In an ETMarkets Smart Talk, Saish Sawant of Emkay Global Financial Services talked about gold, silver, crude and copper. The publisher summary says he sees gold as ballast and silver as a growth play, and he wants investors to avoid industrial commodities in core portfolios.
This matters for commodity-focused investors because it points to a defensive tilt in metals. The reporting does not say what specific levels, timing or portfolio changes he expects.
What the reporting says
In an ETMarkets Smart Talk, Saish Sawant of Emkay Global Financial Services discussed gold, silver, crude and copper, according to a publisher summary. The note says he views gold as ballast, silver as a growth play and urges investors to avoid industrial commodities in core portfolios. The reporting does not provide his full rationale, specific price levels or any investment recommendation beyond that broad view.
Why it matters
In an ETMarkets Smart Talk, Saish Sawant of Emkay Global Financial Services discussed gold, silver, crude and copper, according to the publisher summary. The piece says he prefers gold as ballast and silver for growth, while avoiding industrial commodities in core portfolios. No specific price targets, dates or detailed reasons are provided, so the immediate takeaway is limited to his broad commodity stance.