Hi,
I was keen to initiate a discussion on Gold. Came across this interesting presentation on Gold by Gary Williams. I am sure you all with find this interesting.
http://www.youtube.com/watch?v=b4zOAHoncF0
Also wondering if Gold Loan NBFCs like Manappuram are now trading at reasonable valuations (0.5x P/b) should be bought.
Views please.
Thanks.
Lavneesh