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Mint
04-05-2025
- Business
- Mint
Gold vs Equities: What should be your portfolio diversification strategy? Experts weigh in
Gold price today: Gold has remained significantly volatile in 2025, posting over 30 per cent gains since last year. On April 22, Gold prices touched peak of ₹ 1 lakh per 10 grams. Historically, Gold has posted a 15 per cent CAGR return since 2001. Gold return has also beat the Inflation and has outperform inflation more than 2% to 4% from 1995 onwards, say experts. According to Manoj Kumar Arora, Managing Director at Almondz Global, Gold prices are expected to remain elevated with continuous buying from central banks on concerns of geopolitical tensions, tariff threats, inflation concerns in US. 'We believe Tariff-driven recession and stagflation risks are forecasted to continue for gold's structural bull run. We keep our positive stance on Gold with strong central banks' purchases and demand stemming from falling Treasury yields that will push gold prices to continue to be one of the best-performing assets in 2025,' Arora said. Experts believe that Gold has always acted as a safe option in times of economic uncertainty, however, putting all your money into gold and ignoring stocks would not be wise. Yogesh Kansal, Co-founder and Chief Business Officer, Appreciate suggest keeping about 5–15% of your portfolio in gold, a similar amount in short-term bonds, and the rest in a mix of Indian and international stocks. 'This year, stock markets have struggled with rising inflation and renewed trade tensions between the U.S. and China. To invest in gold, Nippon India ETF Gold BeES and SBI Gold ETF are large Gold ETFs that give the benefit of price appreciation without the downsides of physical gold. Also, Kotak and ICICI Prudential offer lower-cost alternatives with expense ratios of 0.55% and 0.5%, respectively. Besides Indian and U.S. stocks, looking at European companies like defense firms, chipmaker ASML, and pharma leader Novo Nordisk can add strength to your investments,' Kansal said. Disclaimer: This story is for educational purposes only. The views and recommendations above are those of individual analysts or broking companies, not Mint. We advise investors to check with certified experts before making any investment decisions. First Published: 4 May 2025, 02:22 PM IST
News18
02-05-2025
- Business
- News18
Gold Prices Fall Over Rs 7,000 From Its Peak: Is It Good Time To Buy?
Last Updated: Gold prices are expected to rise amid uncertainties around ongoing trade discussions, providing fresh upside momentum, according to experts. Gold prices have declined by over Rs 7,000 from its all-time high of Rs 1 lakh in the past 10 days. On Friday (May 2), the price of the yellow metal stood at nearly Rs 93,300 per 10 grams on the MCX, compared with the Rs 1,00,484 rate recorded on April 22, 2025. Though the gold price on Friday is lower by around Rs 7,000 than its peak price of over Rs 1 lakh, it is higher than the gold rate recorded in the previous session on Thursday, May 1. On Thursday, the yellow metal had stood at Rs 92,325 per 10 grams on the MCX. Jateen Trivedi, vice-president and research analyst (commodity and currency) at LKP Securities, said, 'Gold prices on Friday rebounded strongly after a minor gap-up opening, gaining Rs 950 to trade at Rs 93,325 on the MCX." In the international market, Comex gold found crucial support near $3,200, with sentiment stabilising amid persistent ambiguity over US-led trade deal, he added. Should You Buy Gold? Experts said gold prices are expected to rise amid uncertainties around ongoing trade discussions, providing fresh upside momentum.' 'Gold as a commodity is expected to perform well in 2025 despite of gold posted 30% return since last year. On April 22, Gold prices touched peak of Rs 1 lakh per 10 grams. Historically, Gold has posted a 15% CAGR return since 2001. Gold return has also beat the Inflation and has outperform inflation more than 2% to 4% from 1995 onwards," said Manoj Kumar Arora, managing director at Almondz Global. China continued to accumulate Gold at a faster pace, as of March 2025, China holds 2,292 tons Central Bank around the world added 1,000 tons of gold annually in the past three years as on 2024. As of March 2025, RBI holding have reached a record level of 879 tonnes, Arora said. Tariff-driven recession and stagflation risks are forecasted to continue for gold's structural bull run. We keep our positive stance on Gold with strong central banks' purchases and demand stemming from falling Treasury yields that will push gold prices to continue to be one of the best-performing assets in 2025, he said. 'Investors can continue to invest via Gold ETFs, as ETFs considered to be low-cost investment," Arora added. LKP Securities' Jateen Trivedi said the lack of clarity and shifting stances from the US on ongoing trade discussions has led market participants to unwind short positions in gold, providing fresh upside momentum. With trade talks showing little concrete progress, safe-haven interest is returning gradually. 'Volatility is expected to remain elevated, with gold likely to trade in a broad range of Rs 92,000-Rs 94,500 in the coming sessions," Trivedi added. Kotak Securities in its note said, 'Despite recent data showing a US economic contraction in Q1 and a flat PCE price index in March, improved risk appetite driven by strong tech earnings has reduced bets on US interest rate cuts. Investors are now focused on the upcoming nonfarm payrolls report for further insights into the Federal Reserve's policy direction. The potential for US-China trade negotiations is a key factor weighing on safe-haven demand for gold." First Published: May 02, 2025, 17:36 IST
