We will soon be launching two regular blog posts– monthly updates on India and China by Mukesh and Ray, our analysts in Mumbai and Shanghai. These monthly posts will provide a snapshot of the health of these two global heavyweights, which together account for around half of annual global consumer demand.
Weaving together publicly available data – such as exchange turnover, deliveries, imports and exports, and price premia – and qualitative on-the-ground insights, the updates will give a sense of how the physical market in each country is doing at a point in time. They are designed to complement the broader insights we already share on the goldhub blog. Alongside our weekly overview of price movements and macroeconomic developments, and our comprehensive write-ups on gold-backed ETFs and central banks, they will help investors form a more rounded perspective on the global market.