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GeopoliticsGlobal power, conflict, and policy intelligenceShowing 10 of 10
Global power, conflict, and policy — the stories reshaping the world order.
GeopoliticsShowing 10 of 10
India Dispatch: The value of gold held by Indian households nearly doubled in under a year, rising from $2.8 trillion in March 2025 to $4.8 trillion by January 2026. It now stands at 175% of the combined value of household deposits and equity. This might not have much of an impact on consumption, however. Households earning under INR 500,000 annually hold nearly 70% of all household gold stock, and those…
*ETF Inflows in India: Gold = Equity | Feb 23, 2026 | Apollo Global*
India Dispatch: The value of gold held by Indian households nearly doubled in under a year, rising from $2.8 trillion in March 2025 to $4.8 trillion by January 2026. It now stands at 175% of the combined value of household deposits and equity.
This might not have much of an impact on consumption, however. Households earning under INR 500,000 annually hold nearly 70% of all household gold stock, and those…
ETF Inflows in India: Gold = Equity | Feb 23, 2026 | Apollo Global
"Price is Right": oil is the best performing asset in 2026 on US Iran, and geopolitical shocks. Following geopolitical shocks in past 90 years oil is the best performer over 3 months (up 18%), then gold (6%) US stocks (4%); but 6 months after geopolitical shocks gold keeps outperforming (up 19%), stocks stall, while oil reverses all gains. Or "Rock the Geopolitics = trade oil, own gold."
"Fund managers are not able to beat even the 150th best performing stock of the index forget about the market." - Samir Arora (Explaining his portfolio construction and elimination strategy) [29:47]
"India has underperformed so much in the last one year... nearly 28 30% against emerging market peers." - Samir Arora (Discussing the post-trade deal recovery)…
China : Gold Up, US Treasuries Down | @infoindata
Equity mutual funds have seen uninterrupted monthly inflows since February 2021, powered by systematic investment plans (SIPs), government reforms and supportive central bank policy.
Inflows into equities through SIPs remained largely unchanged from the previous month at 310.02 billion rupees in January, the data showed.
"Gold is up 28% in January 2026. This is the best month for the yellow rock in the last 46 years and such months are usually followed by major events" - Source
#Gold #CentralBanks
Provoking and exacerbating the war in Ukraine has clearly been a shot in the foot for Europe. At this point, it's hard to decipher the cause - Stupidity, Corruption, Arrogance or all of the above
