In January so far, MCX spot silver has rallied 28 per cent and gold has gained nearly 13.6 per cent, according to data compiled by Bloomberg
At 10:33 AM, Tata Silver fell 15 per cent, Nippon Silver ETF, Mirae Asset Sharekhan, Aditya Birla Sun Life Silver ETF, and Bandhan Silver ETF slipped around 12 per cent
Silver moving through the $90/oz mark, believes Nigel Green, chief executive officer of deVere Group, a global consulting firm that has $14 billion in AUM, marks a decisive shift in market psycology
The tariff threat, tied to a dispute over control of Greenland and broader trade tensions, has rattled markets and reinforced precious metals' appeal as a hedge against economic instability.
Roughly $6 billion of silver futures are set to be sold amid index rebalancing. Mirae Asset Sharekhan analyst suggests if Silver prices hold the support of $70, investors may consider buying the dip.
Gold exchange-traded funds saw record ₹11,700 crore inflow in December
Silver needs to hold above $70 to make a fresh attempt at a new high. An increase in margins is serving as a bearish catalyst for the metal
Flexicap funds and precious-metal ETFs dominated new investor accounts in 2025, as retail money sought diversification, lower-risk equity exposure and performance-linked returns
These funds now account for 17.4% of industry AUM, up from 16.6% in December 2024
After a bumper run in 2025, silver's long-term case remains intact, but experts warn investors to brace for volatility and moderate returns as global conditions evolve
With a doubling in price and a supply-demand mismatch unlikely to resolve soon, silver heads into 2026 with strong structural support.
Silver, Axis Securities said, has broken out of a multi-year consolidation phase, signaling the early stages of a long-term structural uptrend
Gold funds are up 65 per cent so far this year; silver funds have surged nearly 95 per cent.
Silver holding well despite elevated yields and a firmer US Dollar is a positive sign. However, easing the silver lease rate has taken out the bullish sting to some extent
Half of the top 10 schemes pare exposure, others raise their bets
Fund houses including Tata, HDFC, Kotak and Aditya Birla Sun Life lift curbs on silver ETF FoFs as supply pressures ease and premiums stabilise
In the short-term, however, further heightened volatility can not be ruled out, especially due to geopolitical factors and US CPI data
After soaring above NAVs, ETFs correct as supply and demand finally reconcile
In particular, one-time investments in silver ETFs, which are trading at high premiums, must be avoided
Axis Mutual Fund and Tata MF suspend new investments in their silver ETF FoFs as soaring silver prices and supply shortages push ETFs to trade at steep premiums