- China, India, and Brazil sold $183.2 billion in US Treasury bonds from October 2024 to October 2025 in a coordinated retreat from dollar assets.
- This sell-off coincides with the three nations increasing their collective Gold reserves to over 3,350 tonnes, valued at approximately $430-$450 billion.
- The move is widely seen as a strategic hedge against dollar volatility and a direct response to geopolitical concerns over the weaponization of the US currency.
A major financial realignment is underway, as the BRICS nations of China, India, and Brazil have collectively dumped approximately $183.2 billion in US Treasury securities over the past year, from October 2024 to October 2025. This historic sell-off signals a strategic pivot away from dollar-denominated assets and toward substantial gold holdings as a hedge.
Consequently, Brazil, India, and China have ramped up their collective gold reserves to over 3,350 tonnes, now worth an estimated $430-$450 billion. This trend reflects growing anxiety over dollar weaponization and accelerates a de-dollarization push that gained momentum after 2022.
ING analysts warn this is an “enduring” shift, not a temporary adjustment, with experts like Standard Chartered’s Philippe Dauba-Pantanacce noting countries seek to “reduce their dependence on the dollar.” India led the October 2025 sell-off by cutting $12 billion, followed closely by China and Brazil.
Meanwhile, central bank gold reserves have reached record levels, with China holding 2,298 tonnes and Brazil buying aggressively, adding 43 tonnes in just three months. Gold now accounts for 13.6% of India’s total foreign exchange reserves, according to the Reserve Bank of India’s data.
The operational benefits are clear, as Serabi Gold CEO Mike Hodgson stated, “We’re enjoying a very favorable exchange rate.” This sentiment underscores a broader move toward a multipolar financial system less reliant on US debt markets.
Private investors have so far absorbed the bond sales, maintaining market stability. However, pressure is mounting as the trend continues, with JPMorgan’s Meera Chandan maintaining a “broadly bearish” outlook for the dollar in 2026.
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