世界黄金协会预计2026年印度黄金需求降至约650吨，创六年新低
India gold demand seen at six-year low in 2026 as high prices and weak monsoon bite
Dewan Emas Dunia memperkirakan bahwa permintaan emas India akan turun menjadi sekitar 650 ton pada tahun 2026, terendah sejak tahun 2020. Harga yang tinggi dan lemahnya musim hujan telah menekan pembelian perhiasan dan investasi. Pada kuartal September 2026, permintaan India turun 29% tahun-ke-tahun menjadi sekitar 160 ton, dimana permintaan perhiasan turun 20% dan permintaan investasi turun 40%. Sachin Jain, ketua asosiasi bisnis India, mengatakan permintaan akan meningkat selama musim festival dan pernikahan pada bulan Desember, namun harga yang tinggi dan lemahnya perekonomian pedesaan akan membatasi tingkat pemulihan.
The World Gold Council's quantitative forecast for India's demand in 2026 provides a clear reference for assessing the suppression of high prices on physical consumption: the weak monsoon coupled with high gold prices, jewelry and investment buying have weakened simultaneously, and the decline in investment demand has been particularly prominent. For traders, the weakness of India, the traditional demand engine, means that the physical support for gold prices has weakened. In the future, they need to pay attention to the actual recovery of the December festival and wedding season, as well as the impact of the pace of rural economic recovery on demand elasticity.
世界黄金协会对印度2026年需求的预测，为判断高价对实物消费的抑制程度提供了具体参照。
来源：ForexLive · investinglive.com