Gold–silver ratio has compressed from 105 to 60— does silver still offer value, or is the easy money over?

Harshal Dasani 09 February 2026

The compression of the gold–silver ratio to 60 signals a cool-off, not the end of silver’s potential. With silver consumed in industrial use and a significant production mismatch, the ratio suggests silver still holds embedded value for long-term investors.

RBI MPC Today: Why Nothing Changed (And Why That Matters)

Harshal Dasani 06 February 2026

The RBI's decision to keep rates unchanged at 5.25% signals confidence in India’s "Goldilocks" phase—strong growth, controlled inflation, and solid buffers. It’s a sign of stability, waiting for clearer data before making any drastic policy moves.

A Weak Dollar, A Weak Rupee: Decoding the USD/INR–DXY Disconnect

Harshal Dasani 29 January 2026

Despite an 11% fall in DXY since Feb 2025, USD/INR has risen over 7%, highlighting a flow-driven divergence. FII outflows, trade uncertainty, and risk perception—not dollar strength—are driving rupee weakness, with reversal hinging on flow clarity.

CBOE Silver ETF Volatality Index spiked up to 106, up 34% Intraday.

Harshal Dasani 27 January 2026

The CBOE Silver ETF Volatility Index spiking to 106 signals stress-led price discovery, not a routine rally. Volatility is expanding alongside prices, reflecting deep uncertainty around physical supply, accelerating demand, and a market resetting long-held valuation assumptions.

Rupee at 91.95 Explained | Sentiment Shock, Trade Uncertainty and RBI Strategy

Rupee at 91.95: A Sentiment Shock, Not a Structural Breakdown

Harshal Dasani 24 January 2026

USD/INR near 91.95 reflects sentiment and event risk, not weak fundamentals. With a softer dollar, strong FX reserves, controlled inflation, and RBI smoothing volatility, the move appears temporary—driven mainly by India–US trade uncertainty.

Japan Bond Yields at 4% | Global Liquidity Risk, Debt Confidence and Gold Signal

Japan’s 30-year bond yield racing toward 4% isn’t a local story. It’s a global warning.

Harshal Dasani 23 January 2026

Japan’s 30-year yield nearing 4% signals a deeper crack in global bond markets. Rising Japanese yields can pull capital home, pressure U.S. Treasuries, lift global borrowing costs, and push investors toward gold and silver as monetary insurance.

GIFT City India Explained | Offshore Investing, IFSC Framework and Global Capital Access

Bridging India and Global Capital: GIFT City Through INVasset’s Institutional Lens

Bhavik Joshi 22 January 2026

GIFT City is reshaping how global investors access India by combining IFSC regulation, dollar-denominated investing, capital flexibility, and tax efficiency. Its offshore AIF framework offers NRIs and institutions a globally aligned, structurally sound gateway to India’s growth.

India Silver Price Premium Explained | MCX vs COMEX, ETF Signals and Market Stress

India’s silver market is throwing up a rare and deeply telling signal — one that becomes starker when laid out point-by-point.

Harshal Dasani 21 January 2026

Indian silver is trading at an extreme premium to global prices, with MCX far above COMEX. Rising ETF premiums alongside futures divergence point to tightening physical availability and growing stress in price discovery across India’s silver market.

Gold–Silver Ratio at 50 | Silver Repricing, Physical Tightness and Market Reset

Harshal Dasani 21 January 2026

The gold–silver ratio near 50, last seen in 2012, signals a structural reset. Unwinding paper shorts, tight physical supply, and sustained premiums across Asia and the Middle East point to silver being repriced as a scarce monetary and industrial metal.

Blog

Gold–silver ratio has compressed from 105 to 60— does silver still offer value, or is the easy money over?

RBI MPC Today: Why Nothing Changed (And Why That Matters)

A Weak Dollar, A Weak Rupee: Decoding the USD/INR–DXY Disconnect

CBOE Silver ETF Volatality Index spiked up to 106, up 34% Intraday.

Rupee at 91.95: A Sentiment Shock, Not a Structural Breakdown

Japan’s 30-year bond yield racing toward 4% isn’t a local story. It’s a global warning.

Bridging India and Global Capital: GIFT City Through INVasset’s Institutional Lens

India’s silver market is throwing up a rare and deeply telling signal — one that becomes starker when laid out point-by-point.

Gold–Silver Ratio at 50 | Silver Repricing, Physical Tightness and Market Reset

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