New source of demand for gold and silver

This involves investment funds amounting to around US$384 billion. The Indian Securities and Exchange Board is now allowing these investment funds to invest more capital in gold and silver. Up to 35 percent of portfolio assets may now be invested in gold, silver instruments, and infrastructure investment funds. Given the surge in investor interest in precious metals, this is a step that deserves attention. Previously, the funds were only allowed to invest in liquid securities and money market instruments.

In addition, the valuation methods for gold and silver have been changed. India no longer allows investment funds to use LBMA prices; instead, from April 1, the spot prices of domestic exchanges may be used. This reflects and strengthens the conditions of the domestic market. Incidentally, India (the Securities and Exchange Board of India) has created new fund categories, such as life-cycle funds for long-term investments and sectoral bond funds. These are intended to serve as retirement provisions.

Even if only a small portion of the US$384 billion flows into gold and silver instruments, this could fuel demand for gold and silver enormously. This is especially true if this Indian example catches on and other countries in the Asian region follow suit. It is not surprising that gold and silver have become so popular. After all, paper money is becoming less and less valuable.

Gold Royalty – https://www.commodity-tv.com/ondemand/companies/profil/gold-royalty-corp/ – focuses on gold, silver, and copper, as well as gold properties in North and South America. Gold Royalty’s portfolio currently includes around 250 royalties and streams. New licenses have recently been added.

OR Royalties – https://www.commodity-tv.com/ondemand/companies/profil/or-royalties-inc/ – focuses on gold, silver, and copper with holdings and royalties in Canada, Australia, and the US. The company pays dividends. The year 2025 saw record revenues. And the fourth quarter of 2025 ended with record revenues from streams and royalties.

Current company information and press releases from OR Royalties (- https://www.resource-capital.ch/en/companies/or-royalties-inc/ -) and Gold Royalty (- https://www.resource-capital.ch/en/companies/gold-royalty-corp/ -).

Further information is also available in our new precious metals report at the following link: https://www.resource-capital.ch/en/reports/view/precious-metals-report-2025-11-update/

Sources:

https://www.bitget.com/news/detail/12560605221567;

https://de.marketscreener.com/boerse-nachrichten/indien-verschaerft-vorschriften-fuer-investmentfonds-zur-reduzierung-von-portfolio-ueberschneidungen-ce7e5cd8dc88f62c;

https://www.resource-capital.ch/en/reports/view/precious-metals-report-2025-11-update/

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