BUSINESS
Why central banks are buying gold and what retail investors can learn from it
The share of the US dollar in total central bank reserves has reduced from 72 percent in 2001 to 58 percent in 2023. Gold has chipped away the USD’s share the most. The US sanctions and freezing of foreign assets of nations at war is among the biggest factors responsible behind why central banks appear to look at gold as an alternative
BUSINESS
Why are gold prices so high? Here’s what investors should do
Given the sharp run-up in prices, a pullback in the near term cannot be ruled out. Over the medium term, given the delicate macroeconomic situation and deteriorating geopolitical situation, we are bullish on gold
BUSINESS
Will India survive the global market turmoil in 2024? Quantum Mutual Fund’s managers think so
The effects of the Fed’s rate hiking campaign of 2022 and 2023 are expected to show up in 2024. While the outlook for financial markets looks constructive, uncertainties are aplenty. From the timing and extent of rate cuts to election outcomes and how geopolitical conflicts shape up, 2024 is likely to be full of ups and downs.
BUSINESS
Gold ETFs or Sovereign Gold Bonds? The golden debate this Dhanteras
While both have their advantages, there are several reasons why Gold ETF is the preferred choice over SGBs, primarily the fact that it is linked to a physical gold asset.
BUSINESS
Why gold is a good asset class now, as the US heads for a slowdown
Volatile stock markets and depleted household savings in the US have only led to an increase in household borrowings and credit card debt. Going forward, the consumer’s support to the US economy is expected to dwindle. To protect from such external shocks, gold is a good asset diversifier.
BUSINESS
Why ESG is a crucial investment despite the sceptics
To achieve net-zero emissions by 2050, an estimated $125 trillion is needed for climate investments globally. India alone will require $160 billion per year, three times the current investment levels, to reach its target by 2030.
BUSINESS
Bonds, equities or gold? Which is the best asset class while RBI makes up its mind on interest rates?
If the monetary policy pause continues for some more time, short-term bonds will score over long-term bonds, value as a style in equities would continue to fare better than growth and an upside in gold will be limited.
BUSINESS
US Fed on brink of policy U-turn? Time may be right to think gold
We can expect from the Fed interest rate cuts and money supply expansion to save the economy from this self-created downcycle and into the next cycle of high inflation.
BUSINESS
Gold or fixed income: Which is better to help diversify your portfolio?
Although equities are more suited for long-term investments, your portfolio needs diversification to withstand market shocks that can drag it down. Here, gold trumps fixed income, data shows.
BUSINESS
Why using an ESG filter helps prevent stock market shocks
For retail investors, spotting mis-governance issues consistently and accurately might not be possible, but there are tell-tale signs of ticking time bombs. ESG funds help, but there’s a reason why an active ESG works better.
BUSINESS
Budget 2023: Will gold ETFs get more glitter?
A hike in import duty on gold and various charges, like cess, have increased the difference between international and landed price of gold in India to about 18 percent. A cut in duties in the upcoming budget would bode well for gold.
BUSINESS
Oh My Gold: How bling protects the bang in your buck
Gold is inversely correlated with equities and directly correlated with inflation, thus providing a cushion when the markets turn tail. Little wonder that even central banks hold gold.
BUSINESS
Daily Voice | Strong case for RBI to take a pause after December policy meeting, says Chirag Mehta of Quantum AMC
From a valuation standpoint, sectors like financials, consumer discretionary like autos, and technology offer pockets of value, says Mehta
BUSINESS
Gold rally: What investors should do with the yellow metal
It is safe to say that the recent rally in gold and risk assets is on account of the anticipation that the Fed will be less aggressive going forward. However, for assets that come with a degree of price volatility, there are still downside risks of recession and financial instability after the massive withdrawal of liquidity and interest rate hikes.
BUSINESS
How should you invest in gold this Dhanteras?
You can look at buying gold ETF units, the way stocks are purchased. They’re a great choice for gold investments compared to other available products.
BUSINESS
Where are gold prices headed? Good news seems to be on the way
The trajectory of gold prices will depend a lot on how the US Fed manages inflation. We should allocate up to 20 percent of our portfolio to gold.
BUSINESS
What really moves gold prices?
In the current economic climate, it makes sense to allocate a part of your portfolio to diversify and protect your capital from looming headwinds.
BUSINESS
Is silver precious enough to be part of your portfolio?
While gold has shown a sharper negative correlation with economic growth, silver has moved more or less with the economy. Historically, silver has underperformed gold.
BUSINESS
Why you must hold on to your gold investments despite inflation
Although gold prices have not risen as much as expected on account of the Russia-Ukraine crisis being confined to a limited geography, as opposed to dragging other parts of Europe down, slow growth in the US might just give the metal a boost. Gold must be part of overall asset allocation
