Cameron Brandt says that tremendous interest was seen over the past 18 months for dedicated India equity funds domiciled in Japan and those flows have just rolled over so that suggests to me that there may be more to come. Despite the significant unwinding of the carry trade, the prompt Bank of Japan signalling resulted in quite a few trades not unwinding.
Expect a big move in metals; stick to quality largecaps: Gautam Shah
Gautam Shah of Goldilocks Premium Research suggests gold may consolidate after reaching a short-term peak. He anticipates a significant rally in metals, forecasting the metals
May 13, 2025