Part 4/4 Gold

22
Groundbreaking move from Beijing:
Chinese insurance giants can now invest in gold for the first time.

Firms: PICC, China Life, and 8 more

Max allocation: 1% of assets

Potential inflow: 200 billion yuan ($27.4 billion)

Why is this big?

China = #1 gold consumer globally (910 tons consumer demand in 2023)

Gold has cultural, symbolic and strategic importance

China moving reserves from USD to gold

This policy change is a structural shift, not just a headline]

Conclusion:]
Add China’s institutional demand to war + inflation + falling rates, and we get one clear strategy:
BUY Gold. Target: $5000 in 2025]

Disclaimer

The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.