A short market commentary (2026-01-27 upload) by Ganesh Komma explaining India’s 2025 surge in gold ETF adoption: total holdings rose ~65% year-on-year to about 95 tons, moving India from 8th to 6th globally. India recorded $4.4B net inflows in 2025 (up from $1.3B the prior year), ranking third globally behind the US and China. The speaker credits rising financialization, safe-haven demand, investor preference for liquid/paper gold (ETFs) over physical gold, and supportive regulation/market infrastructure. Framed as educational information, not investment advice.
Questions this video answers
Around 65% year-on-year.
Approximately 95 tons.
6th (up from 8th).
$4.4 billion.
$1.3 billion.
Chapters
India climbs to 6th in global gold ETFs holdings in 2025 India's gold ETF market witnessed remarkable growth in 2025 with the total holdings surging around 65% year on year to reach 95 tons by year end. This propelled India from 8th to 6th place globally in terms of gold ETF holdings according to the World Gold Council. Now let's look at global inflows and ranking. India recorded net inflows of $4.4 billion in tripling the previous year's $1.3 billion globally. India ranked third in net inflows, trailing only the United States with $49.8 billion and China $15.5 billion. The top domestic performer in terms of ETFs has been Nippon India. ETF Gold Beast stood out as one of the top 15 gold ETFs worldwide by inflows leading the domestic charts. What's driving this growth? It is the increasing investor preference for structured and LI gold exposure amid a lot of global economic and geopolitical uncertainty. Apart from that rising financialization of gold in India with more investors opting for ETFs Exchange Traded Fund formats over physical holdings for ease and transparency of their investments and also it's a strong safe haven demand coupled with regulatory and market infrastructure support. Now what are the key takeaways? India's gold ETF boom reflects a maturing investing landscape and a strategic shift towards regulated paper based gold assets. This trend is expected to continue as investors seek balanced portfolios in volatility kind of a times. And this scenario if you see earlier we were discussing about returns of stocks, returns of sectors. Now it's a very good time where people are more focusing on asset allocation, asset diversification and asset diversification should be always the first priority. And these discussions are not for any recommendations or a tips or a guidance. This is just to give you an information about the perspective of gold. Consider this as an educational purpose, not a buy or a sell recommendation.
