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Global gold demand slid to six-year low in second quarter - WGC

Published 13/08/2015, 05:03
© Reuters. Man melts gold at a refinery in the western Indian city of Ahmedabad
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By Jan Harvey

LONDON (Reuters) - Gold demand hit a six-year low in the second quarter, a World Gold Council report showed on Thursday, as sluggish price movement and the prospect of better returns in equities curbed interest in the metal.

Demand fell 12 percent to 914.9 tonnes, with declines in China and India accounting for nearly half of the drop, the WGC said. Globally, jewellery buying fell 14 percent, investment slid 11 percent, and central bank buying was 13 percent lower.

"Jewellery demand came under pressure from negative consumer sentiment, while investment was a casualty of directionless prices and stock market gains," the WGC said.

Chinese consumer demand fell 3 percent, with consumer sentiment damaged by volatility in equities and concerns over decelerating growth. With offtake of 216.5 tonnes, China remained the world's biggest gold consumer.

In number two buyer India, jewellery consumption fell 23 percent as rural incomes were knocked by severe weather, while investment slid 30 percent to a six-year low, hurt by competition from equities and uncertainty over price direction.

Spot gold was heavily rangebound in the second quarter, with the spread between its highs and lows the narrowest of any quarter in eight years. Prices have since dropped sharply, hitting a 5-1/2 year low late last month.

Lower prices should lead to better demand in Asia in the full year, the WGC said. This week's devaluation of the Chinese yuan is also expected to boost demand, it added.

"One of the big narratives for the development of the global economy is that the renminbi (yuan) will attain an ever greater role in global financial markets," the WGC's market intelligence manager Alistair Hewitt said. "For it to do that, it needs a floating exchange rate, and it needs to internationalise."

"As that happens we're going to see greater degrees of volatility within currency markets and within financial markets. Those factors will ultimately underpin gold demand as people look to hedge their risk."

Consumer demand fell by nearly a quarter in the Middle East in the last quarter, while Turkish buying was down 50 percent.

U.S. and European consumer demand rose, however, with European investors buying on concerns over Greece.

European bar and coin demand rose 19 percent or 7.3 tonnes, against average declines of 1.7 tonnes across other markets. Investment in European exchange-traded funds rose 6.6 tonnes in Q2, compared to an outflow of nearly 23 tonnes in ETFs globally.

"Demand for bars, coins and ETFs was boosted by the Greek crisis and the possible threat to the stability of the euro area," the WGC said.

© Reuters. Man melts gold at a refinery in the western Indian city of Ahmedabad

In the full year the WGC expects global demand to reach 4,200-4,300 tonnes, it said. Last year it totalled 4,220 tonnes.

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