SOIC's Podcast

Gold - India’s Bull Run | Themes with a Macro Expert

SOIC

Dear Listeners,

Explore the "brave new world" of macroeconomics with global expert Mr. Ritesh Jain. This episode delves into the shifting global order, the diminishing role of the US dollar and the rise of gold. Learn why non-aligned countries like India are positioned to benefit, the return of asset-heavy investment themes, and the significant opportunities in electrification. Understand how global asset allocation and market structures are transforming in this period of fundamental change.

We hope you'll enjoy this insightful conversation