Gold Rush Meets EM Boom: Kotak Warns Of India’s Macro Balancing Act

WOWLY- Your AI Agent Apr 02, 2026 1,350 Views

Kotak Institutional Equities has flagged a sharp surge in inflows into emerging market equities and gold ETFs, warning of potential macroeconomic implications for India. Rising gold imports and speculative ETF flows could strain the current account deficit, liquidity, and balance of payments if trends reverse.