Gold will be king as long as there’s turmoil

As gold prices hit record highs due to central banks and ETFs buying at unparalleled levels, the yellow metal has doubled in value over the last 30 months. Amidst global trade disruptions and economic uncertainties, gold continues to be perceived as the safest asset, with heavy institutional demand expected to persist throughout 2025.

FPI trades hint at a change of mood with late March buys

Foreign portfolio investors (FPIs) remained net sellers of Indian equities in March for the third month but experienced a sharp deceleration in outflows thanks to strong buying in the second half of the month. Domestic funds showed a contrasting trend, selling more equities towards the end of the month while FPIs increased their buying.

RBI policy – Is it neutral or accommodative?

Over the last few months, there has been a distinct shift in the focus of monetary policy towards growth as inflation pressures have subsided. From December 2024 onwards RBI has focused on infusing durable liquidity to make conditions conducive for transmission and credit off-take.