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Falling gold prices revive physical demand in key markets

The drop in gold prices this month has attracted buyers of the metal who have been waiting for the market's meteoric rise this year to fade, according to industry players and analysts.

The spot gold price hit a record $2,790.15 per troy ounce on October 31, but has fallen about 4% so far in November, in response to the Republican Party's victory in the American elections.

“Physical demand has accelerated since October and especially after the sharp fall in prices in November, as market sentiment has changed,” Robin Kolvenbach, co-chief executive officer of the Argor-Heraeus refinery, told Reuters. based in Switzerland.

Some analysts' predictions that gold could reach $3,000 gave some market participants confidence that prices, even above $2,700, were no longer very high.

“Demand has increased a lot for minted products, which are mainly aimed at private investors, but we have also seen an increase in requests for physical gold production from institutional investors,” Mr. Kolvenbach added.

Consumers in price-sensitive regions, such as India, struggled to cope with gold's rise in recent months, until prices began to retreat.

The current recovery in demand in India, the world's second-largest consumer after China and a major importer, will likely continue in December if prices remain around the current level of $2,620, said a manager of the bullion division of a private gold importer bank based in Mumbai.

“Consumers have seen gold rise to around $2,790, so they are psychologically comfortable with the current price,” he said. “The only requirement is that prices remain stable. Volatility confuses buyers and forces them to wait for a clear trend.

While demand is less buoyant in China and more mixed in Southeast Asia, Rhona O'Connell, an analyst at StoneX, said there were a number of strategic investors waiting for a decent correction.

“The fall after the election opened that window for some of them,” she said.

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