At Mint Horizon Kolkata, a discussion on global investing opened with an idea that felt counter-intuitive at first, but instantly familiar.“All of you already invest overseas,” said Neil Borate, Editor-in-Chief at thefynprint. “In fact, us Indians have been doing it for thousands of years.”The example he pointed to was gold. India does not produce gold, yet Indian households have imported it for centuries, steadily accumulating it as a store of value. According to Borate, global investing is not a recent fi ...

Forecasters are warning of a possible “triple whammy” of risks for the dollar in the coming weeks that could worsen what’s already a seasonally weak period for the currency https://t.co/NgK0x2ugr8 ...

Investment Strategy - Australian pension giants are increasing currency risk exposure [1] - Offshore assets now exceed half of all investments [1] - Diversification is prioritized over concerns about the US dollar's weakening safe-haven status [1]

Core Viewpoint - Gold has surpassed $4,000 per ounce as of October 6, marking a significant increase from below $2,000 two years ago, which is unexpected given its historical underperformance compared to the S&P 500 during bull markets [1][3] Group 1: Gold's Performance - Gold has outperformed the S&P 500 year to date and over the last three years, despite the S&P 500's strong returns over the past 15 years [3][4] - Year-to-date returns for gold are 48.1%, while the S&P 500 has returned 15.3% [5] Group 2: Factors Driving Gold Prices - Currency risk is a major factor driving gold prices higher, with central banks in countries like China and India increasing gold's share in their reserves [5][6] - Countries are diversifying their reserve portfolios to hedge against economic instability and geopolitical tensions, reducing reliance on the U.S. dollar [6][8] - The U.S. dollar's value fell by 11% relative to a basket of currencies in the first half of 2025, prompting allies like Japan to increase gold reserves [8] Group 3: Central Bank Activity - Central banks are significantly increasing their gold reserves, with notable increases from China, India, Japan, Turkey, and Poland over the last five years [9] - The U.S. holds the largest gold reserves, but these have remained unchanged for years, contrasting with the increasing reserves in other countries [9]