Gold Demand Trends

The World Gold Council (WGC) sees a bright year for gold in 2010, with strong investment demand coming from the U.S. and Europe, and rising jewelry demand in China and India.

That was one of the key messages delivered by the WGC in its webcast this week that went over the gold demand trends for the first quarter of 2010.

The chart above shows how gold jewelry bounced back in the latest quarter compared to the first quarter of 2009, despite significantly higher prices. In emerging markets, jewelry demand was up 43 percent year-over-year.

In India, the demand was about 148 metric tons (4.8 million troy ounces), nearly fourfold higher than a year earlier. The WGC says gold consumers in India and China, where the increase was also notable, are getting used to the idea of higher prices. In the U.S., jewelry demand was down slightly.

Industrial demand was up 31 percent – much of this is related to improved conditions for the electronics industry.

While total identifiable demand was down on a year-over-year basis, net retail investment demand was up 26 percent in the quarter.

This trend was led by the developed world, where sovereign debt concerns, contagion worries and massive budget deficits have shaken confidence in paper currencies as a store of value. The WGC says purchases by gold-backed ETFs have risen in the current quarter, and that gold demand is especially brisk among German and Swiss buyers.

Click here to view the presentation slides. You can view the full Gold Demand Trends report for free at www.gold.org.

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About Frank Holmes 282 Articles

Affiliation: U.S. Global Investors

Frank Holmes is CEO and chief investment officer of U.S. Global Investors, Inc., which manages a diversified family of mutual funds and hedge funds specializing in natural resources, emerging markets and infrastructure.

The company’s funds have earned more than two dozen Lipper Fund Awards and certificates since 2000. The Global Resources Fund (PSPFX) was Lipper’s top-performing global natural resources fund in 2010. In 2009, the World Precious Minerals Fund (UNWPX) was Lipper’s top-performing gold fund, the second time in four years for that achievement. In addition, both funds received 2007 and 2008 Lipper Fund Awards as the best overall funds in their respective categories.

Mr. Holmes was 2006 mining fund manager of the year for Mining Journal, a leading publication for the global resources industry, and he is co-author of “The Goldwatcher: Demystifying Gold Investing.”

He is also an advisor to the International Crisis Group, which works to resolve global conflict, and the William J. Clinton Foundation on sustainable development in nations with resource-based economies.

Mr. Holmes is a much-sought-after conference speaker and a regular commentator on financial television. He has been profiled by Fortune, Barron’s, The Financial Times and other publications.

Visit: U.S. Global Investors

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