Asian Metals Market Update for 11th February 2026
AI Analysis
The unprecedented ETF inflows in India and China suggest a robust precious metals market, driven by limited low-risk investment alternatives and expectations of monetary policy changes.
Asian precious metals markets are set for a robust performance in February 2026, with gold, silver, and copper poised for a bullish intraday trend driven by potential Federal Reserve interest rate cuts and significant ETF inflows across India and China.
The latest market intelligence reveals a remarkable surge in gold and silver ETF investments, with India experiencing a staggering 106% increase in gold ETF inflows compared to December. In January 2026, India's gold ETF saw net inflows of Rs.24,039.96 crore, matching the total equity fund investments for the month—a unprecedented development signaling strong investor confidence in precious metals.
China has also demonstrated robust investment appetite, with its Gold ETF adding 40.49 tonnes in January, representing a 16.25% increase. Market analyst Chintan Karnani attributes this trend to a lack of alternative low-risk investment avenues, highlighting the growing attractiveness of precious metal ETFs among Asian investors.
The current market dynamics suggest a favorable environment for silver investors, with spot silver trading at $82.22 and potential upside targets of $84.82 and $87.40 if it maintains positions above $81.59. Karnani emphasizes that ETFs offer unprecedented accessibility, allowing 24/7 trading across global platforms without physical storage complexities.
Investors should remain cautious of potential market shifts, particularly the possibility of a FOMO (Fear of Missing Out) rally in stock markets that could trigger ETF outflows. However, with gold and silver currently rising at an annualized rate of 18%, the precious metals sector continues to present an attractive investment landscape.
Key Takeaways
- Gold and silver ETF inflows hit record levels in January 2026
- India sees 106% increase in gold ETF investments
- Spot silver targets $84.82 and $87.40 with current bullish trend
- Potential investment opportunity in precious metals ETFs