
Gold and silver are increasingly being viewed as investment assets alongside their traditional role in consumption and jewellery. Ajay Kedia, MD & Director, Kedia Advisory, explains how investors can approach physical gold, digital gold, bars and coins after the recent price correction. He believes the underlying fundamentals remain supportive and says investors can consider maintaining exposure to bullion over the long term. Kedia also shares his portfolio allocation approach, suggesting a 20% overall exposure to gold and silver, with a 70:30 split between silver and gold. The discussion also covers jewellery versus bars and coins for different investor needs.