Branch² Intelligence

De-dollarisation efforts by countries to reduce dependence on the US dollar in international trade are gaining momentum, particularly among BRICS nations and emerging economies, which may influence commodity prices and global trade patterns.

IN · 2026-09-12

India — direction and magnitude withheld

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Key takeaway

BRICS and emerging economies accelerate de-dollarisation, reducing reliance on the US dollar in trade and reserves.

  1. Step 1 · The triggerBRICS and emerging economies reduce reliance on the US dollar in trade and reserves, prompting reserve managers to diversify away from dollar-denominated assets
  2. Step 2 · Knock-onDiversification flows into gold as a neutral reserve asset, raising demand for gold and supporting its price
  3. Step 3 · Reaches youHigher gold demand and price volatility affect Indian SMEs with gold-linked input costs or FX exposure, altering cost structures and risk management needs

The trigger is reported by the source below. The steps that follow are Branch²’s traced reasoning — how the shock could reach a business like yours, not a prediction.

Source: Economic Times Top Stories

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