Recent arbitrage opportunities are being shaped by geopolitical policy shifts and regulatory turbulence. U.S. reclassification of 1 kg gold bars under a 39% tariff has created price disparities between COMEX and London, sparking gold‐market arbitrage potential . In India, a regulatory probe has targeted Jane Street for alleged Bank Nifty index arbitrage, with SEBI freezing roughly US $567 million of gains and spurring calls for derivative market reform . Meanwhile, in India’s fund landscape, hybrid mutual funds—particularly arbitrage and multi-asset strategies—are witnessing a surge in investor inflows in Q2 2025 . These developments underscore how policy changes and shifting sentiment can rapidly generate arbitrage opportunities across markets.
