Avendus/ICICI's framework is explicitly defensive — Sreenivasula calls the 1995-2020 bond rally non-repeatable and retires conventional AAA long-duration bonds as the shock absorber, replacing them with gold at ~10% of t…
Structural gold bull intact — Axis rates 15% overweight (extreme bull: 20-25% over 5-7yr) on de-dollarisation and geopolitical safe-haven demand, with interim entry volatility expected and one genuine tail risk: a govern…
30 Sep 2026 · 5 signals
Gold & commoditiesagrees· 5 signals · avg +2.0
BULLISH
Per-market read: the average conviction delta of the note’s signals in that market — ≥ +1 bullish, ≤ −1 bearish, otherwise mixed. “Agrees” and “differs” compare both notes’ reads of the same market; “only in A” or “only in B” means the other note does not cover it.