De Chart of Day van Bloomberg gaat vandaag over de stijgende goudreserves van centrale banken uit de groeimarkten, en wat dit voor gevolgen heeft voor de toekomstige evolutie van de goudprijs. Volgens Gavin Wendt van Mine Life betekent de koopwoede van goud door de centrale bankiers uit de Aziatische en Zuid Amerikaanse landen een verdere opwaartse prijsdruk voor het gele edelmetaal. Voor begin 2012 ziet hij 2000 dollar per ounce, terwijl Wendt voor 2013 al 2500 USD in het vizier heeft op basis van de aankopen. Via ZH:

Central banks last year were net gold purchasers for the first time in two decades. “I certainly expect international central bank gold buying to continue, especially in emerging economies where foreign reserves are growing,” said Gavin Wendt, founder and senior analyst at Sydney-based Mine Life, which publishes reports on the metals industry. “It’s the safest option for them.” Central banks, the biggest gold holders, have expanded reserves due to the international financial crisis. Central bank and government-institution buying totaled 192.3 metric tons in the first half of 2011, World Gold Council data show. Gold accounts for 75.4% of the U.S.’s reserves and 72.7% of Germany’s. The ratio is just 1.6% for China and 8.2% for Russia, WGC data show. “Governments in many places like Asia and South America are rapidly embracing gold as a security mechanism,” said Wendt, who expects gold at $2,500 in 2013. “The value of their U.S. dollar foreign reserves has drastically fallen over the past decade.” Thailand, Bolivia and Tajikistan raised reserves in August, according to the International Monetary Fund.

>>> Het Grondstoffen Rapport