The Business Times

Rajat Bhattacharya

Continued strength is gold is underpinned by structural and cyclical factors.

Why gold remains our top conviction for 2026

Strategic and cyclical factors suggest that the ongoing technical correction in gold is an opportunity

American consumers, with outsized household spending, enable global companies to sell the same goods in the US at profit margins multiple times those in Asia or even Europe.

For Trump, it’s all going as planned

For investors, overreacting to short-term policy moves could prove costly for long-term wealth generation

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