Globally, silver ETFs recorded record inflows in the first half of 2025, adding around 95 million ounces. Total holdings reached roughly 1.13 billion ounces, worth over $40 billion. Rising industrial demand for solar panels, electric vehicles, electronics, 5G, and semiconductors has supported this surge.

Saudi Arabia’s central bank and other foreign buyers further boosted demand. In India, imports doubled in September as bullion dealers and jewellers tried to secure stock. The shortage caused ETF premiums of 5–12 percent over converted LBMA prices, including customs and GST, according to Axis Mutual Fund.

Axis MF cautioned that the inflated ETF prices may correct if supply normalises and domestic premiums fall. For medium- to long-term investors, silver remains a strategic hedge and portfolio diversifier. Short-term price gaps are less important for those holding silver over multiple years.

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At the opening bell, the Sensex rose 67 points to 81,274.79. Nifty advanced 22 points to 24,916.55. Bajaj Finance, HDFC Bank, Axis Bank, TCS, Infosys, and HCL Tech gained nearly 1 per cent.

Analysts said positive momentum came from RBI keeping the repo rate at 5.5 per cent. Inflation forecasts were lowered, while GDP growth outlook improved. Festive demand and capital market reforms also boosted confidence.

Market experts advised caution amid volatility. A buy-on-dips strategy was suggested, with partial profits booked on rallies. Corporate earnings, FOMC minutes, and US trade developments are expected to influence activity.

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Other private lenders like Kotak Mahindra Bank and Axis Bank also recorded market cap losses. IndusInd Bank was the worst performer, losing 15.7 per cent and falling to the 14th position after reporting accounting lapses.

Public sector banks gained in the same period. SBI’s market cap rose 10 per cent. Canara Bank and Indian Bank gained 8.3 per cent and 16.7 per cent, respectively. Bank of Baroda and Punjab National Bank also reported moderate gains.

The government expects the economy to benefit from lower GST rates, festive demand, and normal rainfall. RBI raised GDP growth for FY26 to 6.8 per cent. Economists anticipate further rate cuts after two reductions in early 2025, supporting the banking sector.

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PSU banks extended their rally, with the Nifty PSU Bank Index climbing more than 1 percent. Adani Group shares also surged after SEBI dismissed allegations by Hindenburg Research. Adani Enterprises rose 6 percent, while Adani Green, Adani Energy Solutions, Adani Power, and AWL Agri Business jumped as much as 12 percent.

Technically, Nifty formed a bearish candle on the daily chart but with a long lower shadow, suggesting strong buying at lower levels. On the weekly frame, it created a bullish candle and maintained higher lows for three weeks.Analysts said GST rationalisation and upcoming festive demand could support consumption-driven sectors. Investors will now track US macro data and India’s manufacturing PMI for further market cues.

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