INDIA GOLD FINANCIALISATION
Indian household gold higher than gold reserves of world's top 10 central banks: Assocham
India’s households now hold more gold than the top 10 central banks combined, with estimates ranging from $2.4 trillion to $10 trillion. Assocham says this vast, largely idle wealth could be a major economic catalyst if channelled into formal systems through monetisation, gold-backed lending and financialisation
India’s household gold holdings now much larger than combined gold reserves of top 10 central banks: ASSOCHAM
India's household gold holdings are now the world's largest, surpassing central bank reserves. ASSOCHAM says that channeling even a small portion into financial assets could add trillions to India's GDP by 2047. This move would strengthen manufacturing, infrastructure and agriculture, boosting the economy through increased consumption and job creation.
Oil spikes, markets swoon. Now what? A disciplined approach to the West Asia crisis
Geopolitical shocks like the West Asian conflict can unsettle markets, but history shows resilience. For India, managing oil price spikes and inflation is key. Investors should stick to disciplined plans, rebalancing portfolios and upgrading quality during dips. Long-term growth remains the focus, urging calm, liquidity, and discipline.
India must channel $10 trillion in household gold into financial system: Former minister Choudhary
India's vast household gold reserves could boost economic growth. Experts suggest shifting consumers to financial instruments like Electronic Gold Receipts. This move aims to reduce reliance on gold imports and ease pressure on the current account deficit. The National Stock Exchange is ready with platforms and technology to facilitate this transition.
Investors take to digital gold in a big way
Digital gold purchases in India saw a significant surge in 2025. Younger investors are increasingly opting for small, online gold purchases over traditional jewellery. This trend is driven by convenience and accessibility. Experts believe government regulations will further boost this digital gold market.
Sectoral and thematic mutual fund inflows soar 187% in February. Is the spike driven by NFOs and selective buying?
Sectoral and thematic mutual funds experienced an 187% surge in February inflows, reaching Rs 2,987 crore. Experts attribute this jump to new fund launches and opportunistic investments in select sectors with attractive valuations, rather than a broad-based demand increase. Year-on-year data, however, shows a significant decline, indicating moderate overall participation.
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Taking on banking snake oil salesmen
New rules have been introduced to shield household savings from mis-sold financial products. Though this is a positive development, deep information gaps between providers and consumers remain. To truly empower savers, India must invest in broad-based financial education that goes beyond the role of regulators alone.
Asset allocation should not be momentum driven: Navneet Munot on gold rush and markets
HDFC AMC MD & CEO Navneet Munot advises investors against momentum-driven decisions, emphasizing disciplined, multi-asset investing. He highlights India's structural growth story despite near-term volatility and suggests a balanced approach for long-term wealth creation, advocating for staggered investments through SIPs over market timing.
ETMarkets Smart Talk | Only 16% IPOs beat market returns; be selective, says Ajay Tyagi who follows Warren Buffett
Indian primary markets see record IPOs but long-term wealth creation tells a different story. Only a fraction of companies outperform the broader market over time. Investors are cautioned against IPO euphoria. Patience and selectivity are key to sustainable wealth. Valuations in mid and smallcaps remain a concern. Consumption and IT sectors show promise. FII ownership is currently low, offering comfort.
Domestic healthcare demand underpins hospitals ETF thesis: Groww Mutual Fund CEO
Groww’s BSE Hospitals ETF targets India’s hospital segment, driven by domestic healthcare demand, insurance penetration and capacity expansion. CEO Varun Gupta says hospitals offer a pure-play, long-term structural growth opportunity, while balanced asset allocation across equities and precious metals remains essential.
Gold a ‘buy on dips’, says Naveen Mathur; sees upside near $5,200, silver to consolidate
Gold prices are expected to stay high in 2026. Strong global factors, central bank purchases, and increasing ETF investments will support this trend. Investors are advised to buy gold during price dips. Gold ETFs are a preferred investment route. Silver's outlook is less robust than gold's. Geopolitical risks and monetary policy shifts will influence gold's performance.
Gold ETF inflows eclipse equity funds as investors chase bullion boom in record-breaking rally
Gold ETFs saw record inflows of Rs 24,040 crore in January, narrowly surpassing equity mutual funds. This surge, a 106% month-on-month jump, signals a potential shift in investor strategy, with gold ETFs becoming a preferred safe-haven and diversification tool amidst market volatility and inflation concerns.
NFO Insight: Does Kotak Services Fund offer access to India’s core growth engine?
With diverse sectors such as consumer services, telecom, healthcare, logistics, financial services, IT, power and oil & gas scaling rapidly, India’s services economy continues to unlock multiple structural growth drivers for long‑term investors, according to a press release.
Time to be contrarian? 6 stocks from the capital market ecosystem with upside potential ranging from 1% to 30%
If you invest in the stock market based on sentiment, this is probably not for you. But if your decision to invest is based on a mega trend the country’s economy is witnessing, then probably this is an opportunity. Just to put this in perspective: The bears who sold on Sunday and are selling today will pay brokerage and transaction charges to the stock exchanges. So with the bulls. Their numbers today are much higher than it was two years ago – and would surely be higher two years down the line, whether the STT amount is X% or 3X. There is a reason for this. And that reason is a bigger trend before which all levies on trading of any kind will look small a few years from now.
What would make this a ‘full-marks’ Budget for the capital markets
The upcoming Budget must focus not just on attracting capital but improving how efficiently it circulates through the economy. Faster corporate restructurings, stronger recovery mechanisms, better mobilisation of household gold and simpler capital-gains rules can meaningfully enhance market depth, investor confidence and long-term capital formation, earning the Budget full marks from markets.
Budget 2026: The salaried class is reshaping the economy & expects GoI to focus on its demands
Budget expectations: India's salaried middle class is growing significantly. This expansion is reshaping consumption patterns and boosting financial investments. A larger group of taxpayers now has a stake in economic stability. This growing segment will influence policy debates and electoral outcomes. Their focus is on economic growth and improved living standards.
NFO Alert: The Wealth Company Mutual Fund launches Gold ETF FoF
The Wealth Company Mutual Fund has launched a Gold ETF Fund of Fund, offering investors a cost-efficient and transparent way to gain gold exposure without physical ownership. The NFO is open until January 23, 2026, with low minimum investment and SIP options.
SIP inflows cross ₹31,000 crore; flexicap, multi-asset funds see strong traction: Kotak AMC’s Ovais Bakshi
Monthly SIP inflows crossed ₹31,000 crore as investor confidence in mutual funds stayed strong, says Kotak Mahindra AMC’s Ovais Bakshi. He explains why the rise is in line with expectations, highlights the shift toward flexicap and multi-asset funds, rising interest in gold ETFs, and why NFO momentum has slowed in 2026.
Moving towards a less taxing future
The government harmonised capital gains tax across asset classes, reducing tax arbitrage among equities, real estate, and gold. This move aims to simplify tax rules, enhance government revenue and address challenges in tax administration. It promotes financial market investments while discouraging physical assets, facilitating macroeconomic stability.
Giving the economy a gold shoulder
Gold consumption last year dipped 3% from 2022, with purchases in the festival October-December quarter declining 4% over the same period a year ago. Demand during January-March ought to be slow, with fewer wedding dates. By the time summer demand sets in, interest rate movements may make bullion dearer. Subdued demand in the world's second-largest retail market for gold will have some effect on prices. Rural incomes have to revive more emphatically before rise in gold prices can be absorbed to increase consumption.
Trading gold as electronic receipts
The plan now is to revamp the entire ecosystem for domestic trading and physical delivery of the yellow metal. The idea, rightly, is to bring about an efficient and transparent spot price discovery, have due assurance of gold quality, induce greater integration with financial markets, and lead to increased recycling of gold nationally.
Government may soon come out with comprehensive gold policy
It is likely to focus on promoting domestic gold industry and exports of gems and jewellery, which contributes about 15 per cent to total merchandise outbound shipments, they said.
Electronic marketplaces for commodities need to be polished to perfection
An electronic spot commodity exchange can bring in transparency in spot transactions
Niti Aayog suggests slashing import duty, GST rate on gold
Niti Aayog has also recommended the government to review and revamp the gold monetisation scheme and the sovereign gold bond scheme and introduce new gold savings account in banks
Markets in for time correction, not price correction: Dhiraj Relli
“More flows are coming into equities as investors need some asset classes to get close to double digit returns.”
Cut gold import duty, form jewellery parks: Niti Aayog Panel
According to the committee, tax policies should be so designed that it enabled migration of the largely MSME sector to an organised sector.
Mutual funds see Rs 93k-cr surge in Q1 on note ban, says RBI study
According to the first study, banks have experienced excess deposit growth in the post-demonetisation period, leading to a fall in interest rates.
Need to pursue gold financialisation to abate imports: Shubhada Rao, Yes Bank
India as an economy would not suddenly dramatically cut down on its demand on gold, says Shubhada Rao.
RBI committee wants steps to cut gold import
There is a need to moderate gold import as the insatiable appetite for the yellow metal could jeopardise economic stability, a panel constituted by the RBI has said.
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