The Case for a 10% Gold Allocation in Tough Times
Gold is often dismissed as outdated, but the numbers tell another story. Adding just 10% gold to an equity-heavy portfolio barely reduced returns yet significantly cut risk and improved downside protection. In nearly every major downturn over the past decade, gold buffered losses—helping investors stay the course when markets were…
Goldman Sachs: Gold Trades Like Manhattan Real Estate, Not Oil
Goldman Sachs analysts argue that gold acts more like Manhattan real estate than oil. The reason: gold isn’t consumed like other commodities; it’s accumulated and passed between owners. With nearly 220,000 metric tons still in existence and annual supply adding just 1%, prices are determined by buyers’ willingness to hold….
Trafigura Expands Into Gold and Silver as Prices Surge
Commodity giant Trafigura is expanding into gold and silver trading, hiring three experienced traders from MKS Pamp and OCIM to strengthen its presence in the sector. The new desk will handle doré, semi-processed bars refined into bullion, and could eventually push Trafigura into the bullion market traditionally dominated by major…
Malaysia Leads Growth in Shariah-Compliant Gold Investing
Shariah-compliant gold investing is on the rise, particularly in Malaysia, as Islamic investors seek alternatives to cash and interest-bearing products. Recent initiatives include a new 20-tonne secure vault, halal gold-backed ETFs, and bank-led digital gold savings products. With global Islamic finance projected to hit $7.5 trillion by 2028, gold’s non-interest-bearing…
Gold Demand Surge Prompts UBS to Lift Price Target to $3,600/oz
UBS boosted its gold price target by $100 to $3,600/oz for March 2026, with further upside to $3,700/oz by June. The bank points to sticky U.S. inflation, Fed policy easing, and ongoing dollar weakness as major supports for gold. UBS also highlights strong investment flows, with ETF demand forecast to…
Gold Gains Amid Geopolitical Uncertainty and Fed Speculation
Gold prices rose slightly on Tuesday as the U.S. dollar weakened, making the metal more attractive to international buyers. Traders are increasingly betting on lower interest rates, with markets seeing a strong chance of a Fed rate cut in September. All eyes are now on Fed Chair Jerome Powell’s speech…
Hong Kong Sets Sights on Global Gold: New Trading Infrastructure Plans Coming This Year
Hong Kong is accelerating plans to become an international gold trading hub, with Financial Secretary Paul Chan Mo-po announcing that comprehensive support measures will be unveiled later this year. The initiatives will include provisions for physical gold delivery infrastructure as the special administrative region seeks to strengthen its position in…
Gold vs. Silver: Which Investment Strategy Better Fits Your Portfolio?
As economic uncertainty and inflation concerns continue to impact markets, more investors are exploring gold vs silver investment strategies for stability, diversification, and long-term growth. But if you’re just getting started — or even reevaluating your current holdings — you may be wondering: Should I buy gold, silver, or both? …
Dollar’s 8% Decline Opens Doors: Gold, Commodities, and International Assets Shine
With the US Dollar Index down approximately 8% in 2025, investors are finding significant opportunities to profit from dollar weakness. Key strategies include investing in foreign currencies through ETFs like the Euro Trust (FXE) and Japanese Yen Trust (FXY), commodities that typically rise when the dollar falls, international equities, and…
Uganda Launches $250M Chinese-Backed Gold Refinery to Transform Mining Sector
Uganda has launched its first large-scale gold mine, the $250 million Chinese-owned Wagagai Gold Mining Project in Busia District, marking a significant shift in the country’s mining strategy. The facility will process 5,000 tons of ore daily and produce approximately 1.2 metric tons of refined gold annually at 99.9% purity….