Gold's outlook is reinforced by dovish Fed, de-dollarization trends, central bank demand. Nikkei vulnerability in tech sector risk and geopolitical volatility calls for forms of portfolio protection.
What is covered in the Full Insight:
Introduction – Global Portfolio Inflation-Stagflation Hedge
Part I: Gold and Fundamental Drivers
Physical and Structural Dynamics
Part II: Navigating Sector Concentration and Volatility Risk in the Nikkei 225
Conclusion: The Global Portfolio Inflation-Stagflation Hedge