What's Actually Behind Silver's 2026 Rally

In this episode of Markets Today — Reliance explores an entry into aluminium weeks after Adani's $11.5 billion aluminium bet; TCS acquires Porsche's consulting arm MHP to build an AI Mobility Centre of Excellence; and silver's 2026 rally is backed by a sixth straight year of supply deficit, with 3 Indian stocks positioned to benefit.

Reliance & Adani's Aluminium Push Reliance's interest ties to its coal gasification project in Andhra Pradesh. Adani has committed ~$11.5 billion for a 2 MTPA aluminium project in Odisha. India faces a projected capacity gap of 1.4-1.5 million tonnes by FY30.

TCS Acquires Porsche's MHP TCS to acquire Germany's MHP for €320 million, alongside a €1.25 billion five-year Porsche partnership to build an AI Mobility Centre of Excellence. TCS's third AI-focused acquisition in a year.

Silver's Rally & 3 Stocks To Watch Silver jumped 5-6% in a day on a weaker dollar. 2026 marks the sixth consecutive year of supply deficit. Hindustan Zinc: profit up 145%. Vedanta: profit up 152%. Titan: net profit up 63%.