#GOLD_UPDATE
*Gold’s 15-Year Run: International vs India Returns Compared*
Gold has been one of the standout assets over the last 15 years, but returns look very different depending on where you measure it.
*International Gold: Steady 6% Growth*
International gold prices rose from $1,900 in 2011 to $4,500 in 2026. That’s a 2.4x gain over 15 years, working out to a CAGR of roughly *6.07% per year*. The growth is steady and reflects gold’s role as a global hedge against inflation and currency debasement.
*India Gold: 14.67% CAGR Driven by Currency and Demand*
In India, the story is more aggressive. Gold moved from Rs. 20,585 per 10g in 2011 to Rs. 160,069 in 2026. That’s nearly an 8x increase, giving a CAGR of *14.67% per year*.
The higher return isn’t just about gold itself. It’s driven by two factors:
1. *Rupee depreciation* against the dollar amplified gains for Indian buyers.
2. *Strong domestic demand* for gold in India, where it’s tied to culture, weddings, and investment.
*The Takeaway*
For Indian investors, gold has outperformed many traditional asset classes on a rupee basis. Globally, gold has delivered inflation-beating returns, but the currency effect makes a big difference locally.
It’s a reminder that asset returns can look very different once you factor in currency movements and local demand dynamics.