Exploring Gold Rally in 2025: Key Drivers, Experts Opinions, and Gold/Silver Ratio

Get ready to shine: in today's video, we're diving into the current gold rally, exploring what's driving prices up, and examining expert opinions on where gold is headed in 2025.

Here are the 22 clean bullet points summarizing the video:
The gold rally is driven by escalating US-China trade tensions, which lead to uncertainty and increase demand for safe asset classes like gold.
Weakening of the US dollar also contributes to rising gold prices as countries shift from parking excess money in dollars to investing in gold.
Central banks, including Chinese central banks, are buying more gold, driving up demand and prices.
China allowing insurance companies to buy gold up to 1% of their assets is another factor driving up demand.
Expert opinions on gold prices:
Goldman Sachs forecasts a target price of $3,100 per ounce by the end of 2025, which has already been achieved, with potential for further upside to $3,700.
UBS and Bank of America have set a target price of almost $3,500 per ounce, with a potential 5% upside from current levels.
JP Morgan forecasts a 19% downside by the end of 2025.
Morgan Stanley predicts a forecast of $3,100 per ounce.
Desi opinions (Indian perspectives):
Axis Mutual Funds predict a gold target of $3,000 per ounce by the end of 2025.
Motilal Oswal has given a target range of $2,850 to $3,000 per ounce.
The current ratio is around 99.8, which is on the higher side historically.
Historically, the average ratio over 100 years was around 47.
In 2020, the ratio hit a high of 126 during the pandemic and then crashed down.
Gold has already given a rally of 25% in the same timeframe as the Russia-Ukraine war.
Silver has seen a massive rally of 102% in the same timeframe.
From a short-term perspective, there's a great chance for a pullback in gold prices.
In the medium-term, gold prices are likely to rise due to uncertainties about global events and tensions between countries.

Source: CA Rachana Phadke Ranade via YouTube

❓ What do you think? What does the intersection of geopolitical uncertainty, central bank purchases, and changes in global economic conditions suggest about the future trajectory of gold prices? Feel free to share your thoughts in the comments!