Materials, IPO & Equity Analyst

Venkat Ramana Nandyal

Thematic (Sector/Industry)

Mexico Metals and mining / Thematic (Sector/Industry)

<p>Gold has had a great run in the last 15 years, beating almost all the other class. Is it the beginning of an another super cycle or is the current run going to peter out? </p><p>We analyse gold as an investment vehicle, inflation hedge and its status as “asset of last resort”. We also look at the current trends in demand and supply and try to answer the eternal question “is it the right time to invest in gold or gold stocks”.  </p>

Gold has had a great run in the last 15 years, beating almost all the other class. Is it the beginning of an another super cycle or is the current run going to peter out? We analyse gold as an investment vehicle, inflation hedge and its status as “asset of last resort”. We also look at the current trends in demand and supply and try to answer the eternal question “is it the right time to invest in gold or gold stocks”.  

Gold: Is It the Beginning of New Golden Era or End of the Bull Run?