India: heart of gold - Revival

This report is the first of a new series on the Indian gold market; it provides an analysis of the history, recent developments, and the revival of Indian gold demand during 2010. It details Indian jewellery consumption, investment demand, decorative and industrial demand, gold imports, seasonality and monsoon rains, central bank activity, and recycled gold supply.

Gold Demand Trends Q3 2010

Gold Demand Trends Full Year 2010

Liquidity in the global gold market

This report sets out to explain the workings of the gold market with a particular focus on its size and liquidity. Given that central banks invest a majority of their reserves in sovereign debt markets, we compare gold to sovereign debt markets from both of these perspectives.

Gold: a commodity like no other

This report examines gold's role in the portfolio for diversified investors who may already have an allocation to commodities. It shows that gold's physical attributes and functional characteristics set it apart from other commodities. This analysis shows that the effect of gold on a diversified portfolio cannot be replicated by a commodity basket alone.

India: heart of gold - Strategic outlook

This report looks at the future of the gold market in India. It puts in context the market for gold, and examines the strategic outlook for the Indian economy and gold demand over the next decade. There is short discourse on the mythological and cultural significance of gold in India as well as detailed econometric analysis of Indian gold demand from 1980 to 2009.

Gold Demand Trends Q1 2011