观点香港

Hong Kong stakes its claim on the global gold trade

City’s moves to build out its bullion infrastructure give it a real chance at becoming a regional hub

On most days, the price of gold is decided before Asian traders have even had their breakfast. Benchmarks have already been shaped in London’s over-the-counter market and New York’s futures market, a structure that has defined global gold pricing for decades. As the price of gold soars, Hong Kong is now moving to claim a larger role in the trade.

The Hong Kong government recently established Hong Kong Precious Metals Central Clearing, a fully public sector-owned company that will start operating on a trial basis this year. This push to build out Hong Kong’s bullion infrastructure, which includes expanding vault capacity, setting up a centralised precious metals clearing entity and closer links with the Shanghai Gold Exchange, will give the city a real chance at becoming a regional hub.

Hong Kong’s move builds on last year’s launch of the Shanghai Gold Exchange’s first offshore vault and renminbi-denominated gold contracts in the city. That earlier step created physical delivery points and renminbi-settled trading outside the mainland, lowering barriers to international investors. Taken together with the latest plan, the measures could reduce settlement frictions, attract larger capital flows into the region’s gold market and lower funding costs for Chinese miners, boosting investor confidence in the sector. 

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