You Won't Be Able To Afford Gold
Grateful to everyone for helping our ET Money podcast cross 100K views. Thank you for the support, here are five key takeaways that matter most:
1. Gold is no longer a retail story anymore - the next leg to $8,000–$9,000 will likely be driven by central banks, not households.
2. Global shift toward gold-backed systems - Gold vault buildouts on the OBOR corridor strengthen our view of future gold-based net settlement mechanisms.
3. China’s surplus has limited options - with $1T+ in surplus, gold stands out over US Treasuries as a strategic reserve asset.
4. Oil, not war, drives markets - $80–85 oil could become the new normal, reshaping inflation, policy, and global supply chains.
5. Nominal GDP is the real lever - in an indebted world, higher inflation + growth is the only way governments manage debt, directly impacting valuations.
Short-term noise is inevitable, but structurally the world is shifting, towards hard assets, reindustrialisation, and a different macro regime.
Watch the full video here: https://t.co/TEuCYsgTzn
CORPORATE BOND MARKET: The government proposes a market-making framework for the corporate bond market with suitable access to funds and derivatives on corporate bond indices. Total return swaps on corporate bonds will also be introduced, along with a push for municipal bonds. #Budget2026
SPACE-TECH: To promote astrophysics and astronomy through immersive experiences, the FM announces new or upgraded telescope infrastructure, including the National Large Solar Telescope, the National Large Optical Infrared Telescope, the Himalayan Chandra Telescope, and the COSMOS-2 Planetarium.
Spacetech stocks, including CE Info, Walchandnagar, and Data Patterns, surge.
#Budget2026 #BudgetDay
TOURISM & HOSPITALITY PUSH:
The National Institute of Hospitality will be established by upgrading the National Council for Hotel Management and Catering Technology. 10,000 tourist guides to be upskilled across 20 iconic sites through a 12-week hybrid training programme.
A National Destination Digital Knowledge Grid to be created with an Indian Institute of Management to digitally document cultural, spiritual and heritage sites, generating jobs for researchers, historians, content creators and tech partners. #Budget2026
How you invest, grow, and track your money is about to change.
There is a high chance you’ve benefited from ET Money, whether to better understand funds, research options, track your portfolio, or get a health check, if not for actual investment.
Over the years, we have evolved from being a mutual fund app to a complete long-term investment platform.
And if there’s one thing that sets us apart, it’s that we’ve always focused on more than just returns.
However, as we added more products, some of you told us the app started to feel complex.
And when regulations required us to separate what could be offered to DIY investors from advisory clients, a few trade-offs made things even harder to use.
Before we end 2025, we’ve decided to change that.
Over the past few months, we’ve reimagined ET Money from the ground up to make it faster, simpler, and truly built around you.
It’s almost ready, & is coming your way by mid-November.
Now for the good part.
We’re bringing back some of the features you’ve told us you miss the most, and making them free for everyone
✅External Mutual Fund Tracking: We’re unbundling it from Portfolio Health Check. You’ll be able to track your portfolio freely again.
✅Portfolio Breakdown: Get a complete view of your allocations across assets, sectors, and securities. A true self-help tool to understand your portfolio better.
✅Capital Gains Statement: Restored, powered by accurate RTA-based data, and available completely free.
And the new design?
Just two simple sections:
🏠 A unified dashboard for all your wealth
🔍 A clean, focused space that shows you only what you ask for when needed.
We’re excited for you to experience the new ET Money: simpler, faster, and built around you.
Tell us 👇
Which feature are you most excited to see return?
#ETMoney #InvestingMadeSimple #WealthTech #SimplicityRestored
ये कल रात #burari Delhi से गायब है। रिश्ते में मेरी मौसी लगती है। रात में अचानक घर से निकली और रिक्शे लिया उसके बाद कहा गयी कोई पता नहीं चल पाया है।Auto में बैठने का वीडियो सीसीटीवी से मिला। जिसमे रात के करीब 8.45 pm बैठते नजर आ रही है। कृपा खोजने में #Help करें
@ManojTiwariMP
🚨 #Fake_news is circulating about a "fidayeen" attack on an Army brigade in #Rajouri, #Jammu and #Kashmir.
#PIBFactCheck:
▶️ No such #fidayeen or suicide attack has occurred on any army cantt.
⚠️ Do not fall for these false claims intended to #mislead and cause confusion.
Had a telecon with DPM & FM @Antonio_Tajani of Italy.
Discussed India’s targeted and measured response to firmly counter terrorism. Any escalation will see a strong response.
🇮🇳 🇮🇹
Ministry of Information & Broadcasting has issued an advisory to OTT platforms, media streaming services, and intermediaries operating in India to immediately discontinue hosting or streaming any content of Pakistani origin, including web series, films, songs, and podcasts, regardless of whether the content is offered free or via subscription. The advisory, issued under the IT Rules, 2021, emphasizes caution against content that threatens India’s sovereignty, public order, or friendly relations with foreign states.
Read here: https://t.co/bHscgUBMEV
@rajnathsingh@DefenceMinIndia@SethSanjayMP@HQ_IDS_India@adgpi@indiannavy@IAF_MCC@MIB_India@PIB_India@PIBFactCheck
Military stations at Jammu, Pathankot & Udhampur were targeted by Pakistani-origin #drones and missiles along the International Border in J&K today.
The threats were swiftly neutralised using kinetic and non-kinetic capabilities in line with established Standard Operating Procedures (SOPs). No casualties or material losses were reported.
India remains fully prepared to defend its sovereignty and ensure the safety of its people.
@rajnathsingh@DefenceMinIndia@SethSanjayMP@HQ_IDS_India@adgpi@indiannavy@IAF_MCC@PIB_India@PIBFactCheck