印度股票策略 -资产回报热潮-India Equity Strategy-Asset Returns Gold Rush

M Idea Asset Returns: Gold Rush Gold was the best-performing asset class in 2025 and has significantly outperformed equities over five years. Indian equities seem better placed going into 2026, especially relative to Emerging markets. Another look at Xanadu: In early 2020, we pointed out that rather than choosing between gold and equities, an equal-weighted portfolio of gold and equities appeared to offer better prospects. Over the last five years, such an equal-weighted portfolio has compounded at 17% vs. ...