Discussing key developments in the gold market, rife inflation and the likely impacts from the FED’s policy response. Is a rate hike already too late? Is global equity volatility at the start of this year enhancing the value of gold as a portfolio hedge, rather than purely an inflationary hedge?
Fahad tackles these issues and highlights the reserve replacement challenge at the prevalent theme in the sector this year. We also hear his picks of the producers looking in better shape to successfully grow their reserve portfolio.
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Inflation, Hawkish FED moves and the Reserve Replacement Challenge – Fahad Tariq, Credit Suisse
