Whalesbook
MCX par aaj Sona aur Chandi dono ne girawat dikhayi hai. Gold ke bhav ₹1.49 lakh per 10 grams tak pahunch gaye, aur Silver ₹2.31 lakh per kilogram tak gir gaya. Is sab ka main reason West Asia mein badhti hui geopolitical tensions aur US dollar ka strong hona hai. News aa rahi hai ki US President ne Iran ko warned kiya hai, jisse region mein conflict ka dar badh gaya hai. Aise time mein investors safe haven USD ki taraf bhagte hain, jis se Gold-Silver par pressure aata hai.
Aur ek reason hai US se aaye mazboot jobs data. Is se lag raha hai ki Federal Reserve abhi interest rates kam nahi karega, jo precious metals ke liye achha nahi mana jata. Brent crude oil bhi $109.20 ke aas paas hai, jo inflation ki chinta badha raha hai aur indirectly interest rates expectations ko affect kar raha hai.
Ab experts kya keh rahe hain? India Bullion and Jewellers Association ke President, Prithviraj Kothari, isko "tactical correction" bol rahe hain, matlab bade uptrend mein ek chota dip. Unka kehna hai ki stock kaafi rally kar chuka tha, toh ab profit booking ho rahi hai, jisme US dollar ne aur fuel dala hai. Yeh time "consolidation phase" hai, jahan dhyan se kharidari ka mauka mil sakta hai.
2026 ke liye bhi analysts ka outlook positive hai. J.P. Morgan ko lagta hai Gold year-end tak $6,300 tak ja sakta hai. Bank of America aur Wells Fargo bhi $6,000-$6,300 ka target de rahe hain. Silver ki demand bhi industrial sectors, jaise AI aur green energy, se boost ho rahi hai. J.P. Morgan ne Silver ka average price $81 predict kiya hai, aur Bank of America ka target toh $135-$309 tak hai!
Risks ki baat karein toh West Asia mein further escalation, US dollar ka strong rehna, ya global economy ka slow down Silver ki industrial demand ko affect kar sakta hai. Par overall, analysts ko lagta hai ki central banks ki buying, inflation ka dar aur Silver ki robust industrial demand Gold aur Silver ko support karte rahenge. Toh yeh current dip ek healthy consolidation lag raha hai, jo strategic investors ke liye entry ka mauka de sakta hai.