At all-time highs, is gold overpriced? Not according to Sunil Subramaniam

Sunil Subramaniam of Sundaram Mutual Fund believes gold, despite being at record highs, is “costly but not expensive.” He attributes the rally to global de-dollarisation, central bank buying, and gold’s role as an alternative reserve asset. Emphasizing steady allocation, he recommends holding 10–15% gold in portfolios to navigate market cycles and long-term macro shifts.

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