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Lighthouse Canton says gold displaces US Treasuries as top global reserve asset amid US debt fears

PUBT·08/31/2026 06:26:40
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Lighthouse Canton says gold displaces US Treasuries as top global reserve asset amid US debt fears
  • Lighthouse Canton flagged gold as a structural reserve-asset trade, citing US federal debt above $40 trillion with no credible deficit-reduction plan.
  • Gold was described as rebounding despite a prior 25%-27% drawdown from a $5,597/oz peak earlier this year.
  • India-focused strategy shifts from ETFs toward listed equities geared to higher gold prices, led by specialist gold-loan NBFCs.
  • Muthoot Finance gold-loan AUM hit INR 1.63 lakh crore in Q1 FY27, up 44% YoY; Manappuram reached INR 57,006 crore, up 98% YoY.
  • MCX was positioned as a bullion-volume beneficiary, with gold and silver at roughly 77% of futures turnover; Titan cited for formalization gains.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Lighthouse Canton Pte Ltd published the original content used to generate this news brief on August 31, 2026, and is solely responsible for the information contained therein.