Our Gold ETF Inflows Hit Record High

Today’s Market Update

There is a strong rumor circulating in the market right now—that the Indo-US trade deal is on, with tariff rates potentially being cut from 50% to 15%. This news could be released at any moment, as per the grapevine, though we’ve certainly heard these rumors many times before. Let's hope this time it's real.

The market received a sense of relief and a boost following the brilliant results released by Nvidia last night. As the largest company on the planet with a $5 trillion market cap, Nvidia's performance has significant repercussions across the entire technology and AI space in the US, and for general market sentiment globally.

• The Nifty chart shows the index up and running, gaining 0.54% for the day.

• Nifty Junior showed zero excitement, down 0.1%. Midcaps were also flat, down 0.04%. Small caps were actually down 0.1% and have been declining for the last three sessions.

• The Bank Nifty has been a strong support, leading the charge and hitting a new record high again today with a 0.22% gain.

• In commodities, Gold was absolutely flat, down 0.02%, and Silver was flattish, down 0.34%.

Other Market Triggers

• Heavyweights like HDFC Bank, Reliance, and Bajaj Finance drove the market up. Bajaj Finserv, Jio Financial, Shriram Finance, SBI Life, Axis Bank, and ITC were among the other gainers.

• TVS Motors did well, up 3.32%. Stocks that saw some selling included Asian Paints (down 1%), HCL Tech, Infosys, Kotak Bank, and Titan.

• In the Nifty Next 50 space, ABB and Mazdock performed well, along with Chola Finance, DMart, LTIM, Pidilite & Solar Industries.

• Conversely, there was profit booking in PNB, Bank of Baroda, Canara Bank, LIC, DLF, Adani Green Energy, JSW Steel, Hindustan Zinc, Godrej Consumer Products, and Britannia Industries.

• The Mover of the Day was JP Power for the second day running, likely triggered by the impending Adani takeover of Jaiprakash Associates. The stock jumped from ₹18 to ₹22, demonstrating the impact of the news.

U.S. Market Update

• The US markets delivered a very good outcome in the previous session: S&P 500 up 0.4%, NASDAQ up 0.6%, and Dow Jones up 0.1%. The crucial impact will be seen tonight in how the entire market reacts to Nvidia’s results.

• Broadcom, Lowe's, Intuitive Surgical, Alphabet, and Nvidia were all up, although Nvidia’s gain wasn't as large as expected, perhaps because it had already corrected—tonight might see a bigger move. The disclaimer here is that we may have some of these stocks in the Weekend Investing US portfolio, and these are not buy/sell recommendations.

What to watch next ?

• The worry that had been hanging over the market—that the AI sector might tank if key results were poor, potentially dragging down US and global markets—seems to have been decisively smashed.

• Nvidia's CEO explicitly stated that there is no concept of a bubble right now and that the company is performing exceptionally well.

• With that global pressure relieved, and with the Nifty very close to an all-time high combined with the rumor of the Indo-US tariff deal, the large-cap heavyweights are moving forward. However, the rest of the market is not yet participating in this excitement.

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What To Read This Week ?

Do you know what happened to GOLD in 1971 ?

LIQUIDCASE stings LIQUIDBEES !

📰 India Gold ETF Inflows Hit Record High

📈 Gold ETF Inflows Skyrocket: A Trend Unprecedented

The data, sourced from a popular channel on X (courtesy of Bloomberg), highlights an extraordinary surge in India's Gold Exchange Traded Funds (ETFs). The inflow is happening "daba ke" (aggressively), indicating a massive shift in investor sentiment.

• Year-to-Date (YTD) October 2025: Inflows reached $2.9 Billion (or 26 metric tons of physical gold).

• A Historical Comparison: This single year's inflow (and the year isn't over yet) is approximately equal to the combined inflows of the previous five years (2020, 2021, 2022, 2023, 2024).

This record accumulation strongly suggests that investor focus has decisively turned towards Gold ETFs for the first time in half a decade.

💰 Recent Monthly Momentum

The momentum accelerated dramatically in the past two months:

• October Inflow: $850 Million

• September Inflow: $942 Million

This consistent, high-volume monthly flow reinforces the upward trend and signals no immediate end to the accumulation phase.

📊 Current Assets Under Management (AUM)

As of the current date, the total Assets Under Management (AUM) for India Gold ETFs stands at approximately $11 Billion, which translates to 83 tons of gold.

• Significant Growth: Over 30% of this total AUM has been accumulated in the current year alone, underscoring the rapid growth of this segment.

💡 The Rationale: Asset Allocation

The underlying driver for this solid, sustained trend is a growing awareness among investors regarding Asset Allocation.

• Investors are realizing that Equity, Real Estate, and Debt markets cannot perform well every single year.

• This understanding is leading to a necessary diversification of exposure across all asset classes, with gold acting as a crucial non-correlated asset.

✨ The Nature of the Demand

It is critical to note the quality of the current inflow: The investment pouring into Gold ETFs is purely investment-based gold flow.

Unlike physical gold demand, which can often be driven by jewelry purchases or other forms, ETF demand is a clean indicator of purely financial and strategic investment intent. The strengthening demand across all facets—physical imports, Gold ETFs, Gold Mutual Funds, and Digital Gold—points to a robust, multi-year, upward trend ("Upward Upward Trend of ETF Inflows") that is likely far from its peak.

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