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Motilal Oswal Financial Services’ latest report argues that gold’s rally past $5,000 per ounce in early 2026 reflects structural changes like fiscal deficits, central bank buying, supply shortages, and geopolitical risks, rather than short-term cyclical factors.
Motilal Oswal Financial Services recommends favoring gold over silver in the near term due to silver’s exceptional 200% rally over the past 12 months, compared to gold’s 80% rise, which has compressed the gold-silver ratio to around 50 from pandemic highs near 127. This shift signals much of silver’s catch-up potential has played out.
Motilal Oswal predicts MCX silver prices will reach ₹3.20 lakh in 2026, offering 28% upside from current ₹2.50 lakh levels after a 170% rally in 2025 from ₹90,000. The forecast is driven by a multi-year supercycle fueled by surging industrial demand in solar, EVs, and energy transition, alongside supply deficits, ETF inflows, and safe-haven buying.
Motilal Oswal Financial Services has issued Buy recommendations for three stocks: Astro Microvo, Vishal Mega Mart, and Lodha Developers, citing improving margins, revenue growth, and strong order books. The targets imply meaningful upside with long-term growth supported by sector dynamics and execution.
