Gold And Silver At Record Highs: What's Behind The Rally And What's Coming Next?

Gold and silver extended gains to record levels as markets priced in geopolitical risk and policy uncertainty, with analysts describing the rally as a sustained safe-haven move rather than a speculative spike.

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  • Gold futures on MCX hit a record Rs 1,45,500 per 10 grams with a 2% rise
  • Silver surged past Rs 3,01,315 per kg, reaching an all-time high level
  • Rising geopolitical tensions and tariff risks drive deepening safe-haven demand
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Gold and silver surged to fresh record highs, underscoring a deepening safe-haven bid rather than a short-term spike, amid rising geopolitical tensions and tariff-related risks. On the MCX, gold futures climbed over 2% to a record Rs 1,45,500 per 10 grams, while silver jumped past Rs 3,01,315 per kg, a level never seen before.

According to Justin Khoo, Senior Market Analyst – APAC at VT Market, the breakout at historically elevated levels points to sustained risk aversion in global markets. Khoo said such sharp extensions typically bring higher volatility and periods of consolidation, but the bullish structure remains intact as long as macro uncertainty and real rate pressures persist. While tactical profit-taking near record levels is sensible, he added that the broader trend continues to favour buying on dips, supported by hedge-driven positioning and constructive industrial demand for silver.

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Echoing the geopolitical undertone of the rally, Amit Jain, Co-Founder of Ashika Global Family Office Services, said gold and silver are increasingly being treated as geopolitical assets rather than mere commodities. “Gold and silver are no longer just commodities, they are geopolitics in metal form,” Jain said, adding that the rally reflects a deeper loss of confidence in global stability rather than speculative excess.

The surge in precious metals comes as US President Donald Trump's tariff threats involving Greenland allies have heightened fears of a widening trade conflict between the US and Europe. European Union leaders have convened an emergency meeting to assess the situation, while French President Emmanuel Macron may seek activation of the EU's anti-coercion instrument in response. Meanwhile, the Trump administration has renewed attacks on the US Federal Reserve, adding to policy uncertainty and reinforcing demand for safe-haven assets.

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Read More: Silver Prices Breach Rs 3 Lakh-Per-Kg Mark In Futures Trade Amid Strong Global Cues

(Except for the headline, this story has not been edited by NDTV staff and is published from a syndicated feed.)

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