Darpan Jain

[Darpan Jain @darpan_jain]

@riteshmjn markets dislike uncertainty more than a small, well-communicated rate hike

[Darpan Jain @darpan_jain]

@Sorenthek Very old post

[Darpan Jain @darpan_jain]

@Sorenthek January 2026 news

[Darpan Jain @darpan_jain]

This transition is likely, but it won't happen overnight.

Market regimes don't change in a single event—they evolve over years. The old system has deep institutional support, and policymakers will continue trying to extend it through intervention.

The direction may already be changing, but the journey will be uneven, with periods where the old relationships appear to return before breaking down again.

Patience will matter more than prediction. Structural shifts are measured in years, not weeks.

[Darpan Jain @darpan_jain]

@Macrobysunil What is the solution

[Darpan Jain @darpan_jain]

A Hong Kong gold clearing and settlement system that settles trades in RMB instead of USD reduces the need for U.S. dollars in those transactions. This is a form of gradual (incremental) de-dollarization, as it shifts part of international gold trade away from the dollar without replacing it as the global reserve currency.

[Darpan Jain @darpan_jain]

A Hong Kong gold clearing and settlement system that settles trades in RMB instead of USD reduces the need for U.S. dollars in those transactions. This is a form of gradual (incremental) de-dollarization, as it shifts part of international gold trade away from the dollar without replacing it as the global reserve currency.

[Darpan Jain @darpan_jain]

A Hong Kong gold clearing and settlement system that settles trades in RMB instead of USD reduces the need for U.S. dollars in those transactions. This is a form of gradual (incremental) de-dollarization, as it shifts part of international gold trade away from the dollar without replacing it as the global reserve currency.

[Darpan Jain @darpan_jain]

The Indian government's substantial increase in gold import duty appears intended to support the Gold Monetisation Scheme (GMS) by making imported gold more expensive than domestically recycled gold. However, higher import duty alone is unlikely to ensure the scheme's success. India's past experience shows that cultural attachment, trust, and psychological factors play a much larger role than price incentives in people's willingness to monetise their physical gold. Unless these barriers are effectively addressed, GMS participation is likely to remain limited and may not significantly transform the domestic gold market.

[Darpan Jain @darpan_jain]

@Macrobysunil It would likely require much more severe fiscal, monetary, and geopolitical stress than exists today.

[Darpan Jain @darpan_jain]

@AJENews CAL

[Darpan Jain @darpan_jain]

@silver207141 FOMC says “We will have far less information going forward”. Means there will less transparency, less independentness, less reliability, more uncertainty, more mystery, and more insider trading opportunities. Enjoy, Fed will bark, but not bite.

[Darpan Jain @darpan_jain]

@Cointelegraph FOMC says “We will have far less information going forward”. Means there will less transparency, less independentness, less reliability, more uncertainty, more mystery, and more insider trading opportunities. Enjoy, Fed will bark, but not bite.

[Darpan Jain @darpan_jain]

@Dioclet54046121 @BostonBogey FOMC says “We will have far less information going forward”. Means there will less transparency, less independentness, less reliability, more uncertainty, more mystery, and more insider trading opportunities. Enjoy, Fed will bark, but not bite.

[Darpan Jain @darpan_jain]

@APompliano FOMC says “We will have far less information going forward”. Means there will less transparency, less independentness, less reliability, more uncertainty, more mystery, and more insider trading opportunities. Enjoy, Fed will bark, but not bite.