Gold

Seraya Investment Webcast #3

The state of world trade following ‘Liberation Day’, and implications for Asian investors

May 5

The New World (Dis)Order

Navigating the fallout from President Trump's beautiful trade war

Apr 25

Seraya Investment - Investor Day 2025

An overview of the Panah & Pasiwali Funds, Asian macro, and investment case studies

Mar 5

Seraya Investment Webcast #2

What ‘Trump 2.0’ means for Asian economies and markets, and our view on China’s recent stimulus package

Nov 18, 2024

Defying Gravity: The Liquidity Conundrum

How asset prices have remained elevated despite higher interest rates

Apr 19, 2024

The Power of the Royalty & Streaming Model

Money for Nothing and Cheques for Free

Feb 7, 2024

The US Banking Crisis, Dedollarisation and Gold

The US banking crisis – a speed-bump for the equity rally but a larger problem for credit growth, and how central banks have been buying more gold and…

May 4, 2023

The Investment Case for Gold Stocks

Gold's unique investment dynamics and why an allocation to gold stocks makes sense

Jul 26, 2021

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