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
Majlis Emas Dunia meramalkan bahawa permintaan emas India akan jatuh kepada kira-kira 650 tan pada 2026, terendah sejak 2020. Harga yang tinggi dan monsun yang lemah telah menyekat pembelian barang kemas dan pelaburan. Pada suku September 2026, permintaan India turun sebanyak 29% tahun ke tahun kepada kira-kira 160 tan, yang mana permintaan barang kemas turun sebanyak 20% dan permintaan pelaburan turun sebanyak 40%. Sachin Jain, ketua perniagaan persatuan India, berkata permintaan akan meningkat semasa perayaan dan musim perkahwinan pada bulan Disember, tetapi harga yang tinggi dan ekonomi luar bandar yang lemah akan mengehadkan tahap 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