Samir Arora cautioned investors not to get overly excited by CLSA’s increased allocation to India. He believes that investors were shifting to the US, not from India to China. He also suggests that the India-to-US trade shift has likely played out, with the opportunity to profit from this trend now missed.
Fed tightening bets weigh on gold prices
Gold prices have taken a hit, influenced by rising oil rates that have sparked inflation fears and suggested further interest rate hikes may be on
September 28, 2026