If the common wisdom is correct, that China sailed through the global crisis and is less dependent on stagnant western economies for growth, why the rocketing demand for gold? It is usually seen as a defensive asset, but China’s imports of gold from Hong Kong – a proxy for overall import demand – have trebled since 2010. The World Gold Council predicts it will this year overtake India as the world’s largest gold market.
如果主流觀點(diǎn)是正確的——中國(guó)安然度過(guò)了全球危機(jī)、其經(jīng)濟(jì)增長(zhǎng)對(duì)目前陷入停滯的西方經(jīng)濟(jì)體的依賴度有所下降——那么,中國(guó)黃金需求為什么會(huì)飆升?黃金通常被視作防御型資產(chǎn),而中國(guó)內(nèi)地從香港進(jìn)口的黃金數(shù)量(中國(guó)總體黃金進(jìn)口需求的晴雨表)自2010年以來(lái)增長(zhǎng)了兩倍。世界黃金協(xié)會(huì)(WGC)預(yù)計(jì),今年中國(guó)將超過(guò)印度,成為全球最大的黃金市場(chǎng)。