JPMorgan Starts Coverage of Gold Financiers With Price Targets
JPMorgan initiated coverage on gold financing companies Manappuram Finance, Muthoot Finance and IIFL Finance, setting price targets of ₹750 for IIFL, ₹3,400 for Muthoot and ₹395 for Manappuram. It expects gold loans’ share of system credit to rise to 10% over five years as gold becomes more monetizable, and forecasts gold prices could rebound to $5,000 an ounce by end-2027.