Gold was trading at more than $2,000/oz this week. It has gained almost 20% over the past six months, at a time when most would have expected rising US interest rates to drive the gold price down.

That seems to reflect a new appetite for gold by the world’s central banks, particularly emerging market central banks. Though SA is no longer the pre-eminent gold producer it once was, it should be nurturing its gold industry to ensure it can make the most of the trend. ..

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