ANALISTA Igor Pereira Posted December 11, 2025 ANALISTA Report Share Posted December 11, 2025 While the West discusses short-term interest rates, India has just made a silent but tectonic structural change in the precious metal market. The Supervisory and Pension Fund Development Authority (PFRDA) has issued new investment rules allowing, with immediate effect, which private pension funds invest in Gold and Silver ETFs. By Igor Pereira, Financial Market Analyst, Junior Member WallStreet NYSEThis is not a minor regulatory adjustment; it is the opening of a capital gate. "Picky" capital: Pension money is not speculative; it is long-term accumulation capital (long-horizon). When pension funds buy, they tend to hold for decades. Systematic Flow: This creates an institutionalized and recurring demand. Instead of relying only on seasonal demand (marriage festivals), gold and silver will now have a bid (buy) constant coming from the retirement economies of the most populous nation in the world. The decision also allowed the expansion of the universe of investible shares from 200 to 250, but the real story is the inclusion of monetary commodities. No regulator opens this door without a long-term strategic vision. India is signaling that it sees Gold and Silver not only as culture or jewel, but as essential financial assets for the future solvency of its retirees. It's an institutional legitimization of metal against paper. Price Impact: If you think the current rally is speculative, wait until India's institutional money starts to allocate only 1% or 2% of its assets under management (AUM) in these ETFs. India has just lit the next wick of physical demand.This signals a strategic change. You don't invest long-term retirement capital in precious metals unless you're getting ready for something bigger.Want to take your analysis to the institutional level?This analysis is just the tip of the iceberg. ExpertFX School Premium Members Receive daily insights, premium analysis in-depth and Direct access to our closed group on Telegram, where we discuss the market in real time. Don't operate on noise. Operate based on intelligence. Access your dashboard and become Premium now: https://expertfxschool.com/dashboard Visitante_519b0ef3 and Visitante_e3cadc3d 1 1 1 Perfect! Thanks! Love it! Haha Confused :/ Oush! Wow! Liked! × 💬 Did you like this content? Your feedback is very important! Liked! Perfect! Thanks! Love it! Haha Confused :/ Oush! Wow! Quote Link to comment Share on other sites More sharing options...
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