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Gold: China’s Secret Accumulation Signals a New Era for Bullion
Gold isn’t trading like a commodity anymore. It’s trading like a confession — the closest thing markets have to a whispered admission that the old reserve architecture is buckling under the weight of a new geopolitical cycle. And the FT just confirmed the part everyone suspected but couldn’t publicly say: China isn’t buying a little more gold than it reports — it’s buying ten times more. Enough to move the global price structure, enough to distort every short-term signal, and enough to tell you that Beijing’s true hedge isn’t rhetoric, it’s tonnage. This isn’t a tailwind for gold. It’s a ... (full story)
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From jpost.com | Nov 17, 2025
As noted in this space prior breaking down reports from Goldman Sachs, Soc Gen, and others over the last three years; the following can be restated: China's central bank and related entities appear to be buying far more gold ( up to 10x more) than they officially report, creating a large and opaque source of demand that is closely tied to a broader effort ...
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