PodcastMay 27, 20268 min readyoutu.be

Why India Lost To Taiwan In Stock Market Value | 27 May 2026 | Govindraj Ethiraj | The Core Report

Special Notice: Local networking event announced for Tuesday, June 2, 2026, at the Quorum in Lower Parel, Mumbai, featuring Radhika Gupta (Edelweiss Mutual Fund) and Navneet Munot (HDFC AMC) discussing global diversification [00:00:50].

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Jun 2, 2026

The Macro Opportunity: Indian households and religious institutions hold an estimated 25,000 to 34,000 tons of private gold reserves; temple vaults alone contain over 5,000 tons of entirely idle bullion [00:15:42].
Market Price Volatility: Guest expert Anshul Bansal (Operator of generational jeweler BK Saraf Jewellers in Lucknow and Founder of 'MyGold') highlighted the unprecedented domestic pricing journey over the past 6–7 months [00:15:56]. Prices rallied rapidly from ₹90,000 to ₹1,60,000 per 10 grams, spiked briefly toward ₹2,00,000, and settled down near ₹1,50,000 [00:16:29]. Despite the volatility, global analysts target ultimate heights of $6,000 to $8,000 per ounce [00:17:06].
Subdued Consumer Volume: Following Prime Minister Modi’s public appeal to reduce physical imports and a simultaneous customs duty hike from 6% to 15%, volume demand has visibly cooled, limiting traffic mostly to essential wedding purchases [00:16:57].
The B2B Mechanics of 'MyGold': Operating as a digital framework designed to fulfill the government’s under-utilized 2016 Gold Mobilization Scheme, the platform turns dead locker assets into circulating capital [00:19:13].
- The Consumer Proposition: Depositors yield interest denominated entirely in gold weight, not fiat currency [00:20:46]. A 100-gram physical deposit receives a legally binding contract of bailment and a 100% insurance cover note [00:20:52]. A 1 kg deposit grows to 1,035 grams after 1 year, and approximately 1,200 grams over 5 years [00:21:27]. The platform melts down mixed assets (like old 22-karat jewelry) and credits the user's account with 24-karat weight equivalence, providing 24/7 liquidity or physical doorstep delivery [00:25:19].
- The Jeweler Proposition: Partner jewelers rent this gold for 1-year terms [00:22:46]. It sits cleanly on their balance sheets as a contingent liability rather than direct debt [00:22:52]. This allows manufacturers to altogether bypass the upfront capital expenditure of a 15% import duty and GST, heavily supporting the national Current Account Deficit (CAD) []. Mobilizing just 1% of India's 35,000-ton private stock would yield 350 tons of gold, fully matching the jewelry industry's annual fabrication requirements without requiring physical bullion imports [].

Why India Lost To Taiwan In Stock Market Value | 27 May 2026 | Govindraj Ethiraj | The Core Report

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References

Investing in a Divergent Economy | 1 Jun 2026 | Notes on the Week Ahead | David Kelly | J.P.Morgan

Falling Yields Reinforce Equity Market Resilience | June 1, 2026 | Professor Siegel Weekly Commentary | WisdomTree

RBI Needn’t Hike Rates; Must Nudge Capital Flows By Bearing Hedging Cos Of ECBs: Chetan Ahya | 2 Jun 2026 | CNBC-TV18

Why India Lost To Taiwan In Stock Market Value | 27 May 2026 | Govindraj Ethiraj | The Core Report

[]

References

Investing in a Divergent Economy | 1 Jun 2026 | Notes on the Week Ahead | David Kelly | J.P.Morgan

Falling Yields Reinforce Equity Market Resilience | June 1, 2026 | Professor Siegel Weekly Commentary | WisdomTree

RBI Needn’t Hike Rates; Must Nudge Capital Flows By Bearing Hedging Cos Of ECBs: Chetan Ahya | 2 Jun 2026 | CNBC-TV18

2. Geopolitical Friction & Alliances [00:01:31]

3. Global Market Cap Flipping: Taiwan Overtakes India [00:03:32]

4. India's Peak Power Crisis & Fuel Scarcity [00:05:29]

5. Climate Economics: Heatwaves & Industrial Productivity Loss [00:07:12]

6. Gold Monetization: Unlocking Private Locker Reserves [00:15:42]

7. Luxury Automotives & Haute Horlogerie [00:26:49]

Finding Balance: Growth, Income and Liquidity | 1 Jun 2026 | Morgan Stanley

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References

Related nuggets

Investing in a Divergent Economy | 1 Jun 2026 | Notes on the Week Ahead | David Kelly | J.P.Morgan

Falling Yields Reinforce Equity Market Resilience | June 1, 2026 | Professor Siegel Weekly Commentary | WisdomTree

RBI Needn’t Hike Rates; Must Nudge Capital Flows By Bearing Hedging Cos Of ECBs: Chetan Ahya | 2 Jun 2026 | CNBC-TV18

[]

References

Related nuggets

Investing in a Divergent Economy | 1 Jun 2026 | Notes on the Week Ahead | David Kelly | J.P.Morgan

Falling Yields Reinforce Equity Market Resilience | June 1, 2026 | Professor Siegel Weekly Commentary | WisdomTree

RBI Needn’t Hike Rates; Must Nudge Capital Flows By Bearing Hedging Cos Of ECBs: Chetan Ahya | 2 Jun 2026 | CNBC-TV18

2. Geopolitical Friction & Alliances [00:01:31]

3. Global Market Cap Flipping: Taiwan Overtakes India [00:03:32]

4. India's Peak Power Crisis & Fuel Scarcity [00:05:29]

5. Climate Economics: Heatwaves & Industrial Productivity Loss [00:07:12]

6. Gold Monetization: Unlocking Private Locker Reserves [00:15:42]

7. Luxury Automotives & Haute Horlogerie [00:26:49]

Finding Balance: Growth, Income and Liquidity | 1 Jun 2026 | Morgan Stanley