#Gold is the only internationally priced asset you can buy in INR without much transaction cost.
See it as also as a diversification and hedge for your INR assets.

More from Alok Jain ⚡
Who are some of the Best and worst TTs out there...who are running their trains well....share your experience for others.
MF, PMS, AIF , advisory etc.
MF, PMS, AIF , advisory etc.
Every train(strategy) has limited seats for its passengers to enjoy the journey (performance) unless the TT (fund manager) decides to cash in as many tickets as he can and is apathetic towards reduction of the performance like our most popular mutual fund (U know which) !!\U0001f920 pic.twitter.com/febeE3YeeZ
— Alok Jain \u26a1 (@WeekendInvestng) June 12, 2021
More from Gold
90% of my savings were in equity, debt was never attractive! Last few months have taught me the imp of diversification!
Gold - through SGBs was my move on diversifying! Holder since Jan'20 - so far so good!
A🧵on talk given by @PositiveGamma on Investing in Gold!
(1/16)
Link to the here - https://t.co/NxEkVKZi2H
MMTC PAMP is where Krishna worked before Setu and he was also responsible for launching Digi Gold at PayTM!
1) Why Gold?
1.1 Diversification - Volatility & Returns not tied to market conditions - diff. from financial assets.
(2/16)
1.2 Safe Haven - High value asset, easy to transport! Large value - limited space. Liquid and easy to convert to cash across the world.
1.3 Hedge against inflation and currency depreciation! (Depreciation of Rupee is a major factor behind Gold returns in India)
(3/16)
1.4 Upside in Tail Risk - Confidence in currencies & financial systems is low, gold can see upside in scenarios like this!
1.5 Upside on Demand/Supply - Constant Demand - Supply is stable!
2) Gold - Indian Context - Better returns compared to other asset classes...
(4/16)
... specially in the last 2-3 years. Gold has done well both in low inflation & high inflation returns. So both real (ex. inflation) & nominal returns have been good!
3) How much to Allocate?
3.1 Diversification/Inflation Hedge - 10-20%
3.2 Tail Risk/Safe Haven - 5-20%
(5/16)
Gold - through SGBs was my move on diversifying! Holder since Jan'20 - so far so good!
A🧵on talk given by @PositiveGamma on Investing in Gold!
(1/16)

Link to the here - https://t.co/NxEkVKZi2H
MMTC PAMP is where Krishna worked before Setu and he was also responsible for launching Digi Gold at PayTM!
1) Why Gold?
1.1 Diversification - Volatility & Returns not tied to market conditions - diff. from financial assets.
(2/16)
1.2 Safe Haven - High value asset, easy to transport! Large value - limited space. Liquid and easy to convert to cash across the world.
1.3 Hedge against inflation and currency depreciation! (Depreciation of Rupee is a major factor behind Gold returns in India)
(3/16)
1.4 Upside in Tail Risk - Confidence in currencies & financial systems is low, gold can see upside in scenarios like this!
1.5 Upside on Demand/Supply - Constant Demand - Supply is stable!
2) Gold - Indian Context - Better returns compared to other asset classes...
(4/16)
... specially in the last 2-3 years. Gold has done well both in low inflation & high inflation returns. So both real (ex. inflation) & nominal returns have been good!
3) How much to Allocate?
3.1 Diversification/Inflation Hedge - 10-20%
3.2 Tail Risk/Safe Haven - 5-20%
(5/16)
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Tip from the Monkey
Pangolins, September 2019 and PLA are the key to this mystery
Stay Tuned!
1. Yang
2. A jacobin capuchin dangling a flagellin pangolin on a javelin while playing a mandolin and strangling a mannequin on a paladin's palanquin, said Saladin
More to come tomorrow!
3. Yigang Tong
https://t.co/CYtqYorhzH
Archived: https://t.co/ncz5ruwE2W
4. YT Interview
Some bats & pangolins carry viruses related with SARS-CoV-2, found in SE Asia and in Yunnan, & the pangolins carrying SARS-CoV-2 related viruses were smuggled from SE Asia, so there is a possibility that SARS-CoV-2 were coming from
Pangolins, September 2019 and PLA are the key to this mystery
Stay Tuned!

1. Yang
Meet Yang Ruifu, CCP's biological weapons expert https://t.co/JjB9TLEO95 via @Gnews202064
— Billy Bostickson \U0001f3f4\U0001f441&\U0001f441 \U0001f193 (@BillyBostickson) October 11, 2020
Interesting expose of China's top bioweapons expert who oversaw fake pangolin research
Paper 1: https://t.co/TrXESKLYmJ
Paper 2:https://t.co/9LSJTNCn3l
Pangolinhttps://t.co/2FUAzWyOcv pic.twitter.com/I2QMXgnkBJ
2. A jacobin capuchin dangling a flagellin pangolin on a javelin while playing a mandolin and strangling a mannequin on a paladin's palanquin, said Saladin
More to come tomorrow!

3. Yigang Tong
https://t.co/CYtqYorhzH
Archived: https://t.co/ncz5ruwE2W

4. YT Interview
Some bats & pangolins carry viruses related with SARS-CoV-2, found in SE Asia and in Yunnan, & the pangolins carrying SARS-CoV-2 related viruses were smuggled from SE Asia, so there is a possibility that SARS-CoV-2 were coming from