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Gold

标的

Factors

Economic forces
1 Psychological Forces
Supply and demand

Demands

1. Bullion used for hoarding and investment

2. Fabricated products taking a wide variety of forms

Fabrication demand for gold is estimated to have been 82.6 million ounces in 2005. 2004-80.9; 2001-91.2; 1998-104.6; - Jewelry(70%) Can be taken as an investment, so the demand is not price sensitive and can even rise in line with price increases. - Industry(23%) Electronics Circuitry - Medicine Dental use (7%);

Demand Logic

Substituations of other metal

War or the threat of war increases gold demand

Gold demand reflect a country's monetary situation.

Improvements in the monetary situation would likely weaken demand for gold.

  • Wide fluctuations in foreign exchange rates and unstable financial instituations drive gold demand by stir-ring distrust of paper currencyie
  • Uncontrolled inflation
  • Fed by higher oil prices or a growing balance of payment deficits would spur demand for gold

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