JB Insights
WGC REPORT :Portfolio resiliency-Gold’s role amid economic crosscurrents
Since the publication of our Why gold in 2025? A cross-asset perspective report earlier this year, much has happened on the policy front and in the broader economy. Uncertainties and vulnerabilities remain across geopolitical, fiscal, and trade domains. Investors are particularly concerned about growth and inflation, creating a challenging situation for policymakers as the dual policy goals of the Federal Reserve are in direct conflict. With persistent fears of stagflation, gold has once again stepped into the spotlight, rising more than 50% this year.1 Importantly, the core reasons for considering alternative assets such as gold, as outlined in our May report, remain largely unchanged.
First, equities appear complacent. US equities have posted remarkable gains in recent months, reigniting concerns about valuation excess and concentration risk. Indeed, investors face a market that feels euphoric on the surface but remains fragile underneath. Should economic pressures mount , investors may increasingly seek refuge in safe-haven assets, with gold standing out as a historically resilient option, as outlined in our mid-year outlook.
Second, bond markets remain uncertain. The Fed officially resumed its easing cycle in September, cutting the federal funds rate by 25 basis points in response to a cooling labour market (Chart 1) – an action widely anticipated by markets. However, US long-term yields could face renewed upward pressure if tariffs and reshoring efforts drive domestic costs higher, complicating the Fed’s inflation target. At the same time, long-term treasuries remain exposed to concerns over the Federal Reserve’s independence and the US government’s sizeable fiscal funding needs.
Against this backdrop, gold’s appeal as a hedge against both equity and bond market instability is growing – though risks exist. As we discussed in our recent blog, gold’s rapid ascent could prompt rebalancing and profit taking. For example, from a technical standpoint, the monthly Relative Strength Index (RSI) is above 90 and gold is sitting more than 20% above its 200-day moving average. These factors could lead to short-term reversals. In addition, the sharp increase in the gold price could dampen consumer demand while global trade normalisation and a pick-up in GDP growth could revive risk appetite further.
In summary, maintaining a diversified approach and remaining vigilant to shifting market dynamics is essential. Amidst a growing investor base, secular US dollar weakness and continued geoeconomic uncertainty, gold’s enduring resilience and diversification benefits remain as relevant as ever.
As the air fills with the scent of marigolds and the shimmer of diyas lights up every home, it’s officially time to embrace your most dazzling self. The festive season — from Dhanteras to Bhai Dooj — offers the perfect excuse to experiment with fashion and let your jewellery shine. This year, JewelBuzz presents a curated style guide to help you craft the perfect look for every occasion — whether you love traditional elegance or modern sparkle.
1. Dhanteras — The Golden Beginning
Mood: Prosperity, new beginnings, and a touch of gold magic.
Dhanteras marks the start of Diwali festivities and is all about invoking abundance. It’s the perfect day to let your outfit reflect positivity and grace. Opt for a mustard silk saree, a gold co-ord set, or an ivory organza drape with zari borders — shades that echo wealth and warmth.
For jewellery, JewelBuzz recommends an all-gold look. Try a lightweight gold choker paired with layered bangles and drop earrings. Add a tiny pendant or charm bracelet for a refined finish. Keep your makeup glowing and your smile brighter — because on Dhanteras, every sparkle counts.
2. Lakshmi Puja — The Divine Glow-Up
Mood: Spiritual radiance and timeless tradition.
On Lakshmi Puja, tradition meets devotion — and your attire should mirror that divinity. Choose a Banarasi saree in deep maroon or royal blue, or a silk Anarkali adorned with golden embroidery. Soft curls, dewy makeup, and a bindi complete your goddess-inspired ensemble.
Pair this with temple jewellery — one of this season’s most coveted trends. A heavy gold necklace with motifs of deities, antique jhumkas, and a maang tikka bring an aura of opulence. If you want to elevate it further, add a kamarbandh or nose pin for a regal finish. With this look, you don’t just celebrate the goddess — you embody her radiance.
3. Diwali Night — The Starry Statement Look
Mood: Celebration, glamour, and unfiltered sparkle.
The grand night of Diwali calls for a show-stopping look. Go bold with a sequined pre-draped saree, a metallic lehenga, or a gown with mirror work detailing. Deep emerald, midnight blue, and champagne gold are the hues of the moment.
Your jewellery should match the grandeur. Think diamond chokers, statement earrings, and cocktail rings that shimmer under every diya and fairy light. Mix contemporary cuts with timeless sparkle — pear-shaped diamond drops, halo rings, and layered tennis bracelets are key pieces this season. This look is designed for celebrations that go from dinner to dance in effortless style.
4. Bhai Dooj — The Chic & Heartfelt Finish
Mood: Comfort, affection, and understated elegance.
After days of festivity, Bhai Dooj brings a more relaxed yet emotional tone — a celebration of sibling love. Choose an outfit that feels comfortable yet chic: a floral kurta set, printed skirt with crop top, or a contemporary Indo-Western ensemble in soft hues like blush pink, mint, or lilac.
For jewellery, keep it light and graceful. JewelBuzz suggests dainty pearl earrings, gemstone studs, or slender gold chains with delicate pendants. Add a minimal bracelet or charm bangle to complete the look. It’s about easy elegance — perfect for warm family moments and casual get-togethers.
5. The JewelBuzz Touch — Where Tradition Meets Trend
Every Diwali season tells a story — of beauty, togetherness, and brilliance. With a collection that spans timeless temple designs, sleek diamond minimalism, and affordable 9K and 14K gold pieces, JewelBuzz ensures there’s a sparkle for every style and moment.
Whether you’re adorning yourself for the Lakshmi Puja aarti, the Diwali night dinner, or a Bhai Dooj brunch, your jewellery should reflect your inner light. Because when you dress with intention and accessorize with confidence, you don’t just wear jewellery — you wear joy.
So this festive season, shine with meaning, style with heart, and celebrate every sparkle — only with JewelBuzz.
-
National News1 week agoSenco Gold & Diamonds launches affordable 9k gold jewellery starting under ₹7,000, a Game-changer amid fluctuating gold prices this Dhanteras
-
National News4 hours agoGold loan NBFC stocks face pressure as gold prices decline
-
JB Insights1 week agoJewellery industry optimistic despite rising gold prices
-
New Premises5 hours agoGlow by Kirtilals Expands Footprint with Grand Opening of New Showroom on MG Road, Vijayawada
JewelBuzz is Asia’s First Digital Jewellery Media & India’s No.1 B2B Jewellery Magazine, published by AM Media House. Since 2016, we’ve been the trusted source for jewellery news, market trends, trade insights, exhibitions, podcasts, and brand stories, connecting jewellers, retailers, and industry professionals worldwide.