By Cyrus Cole
AI Invest, New York
Wednesday, July 23, 2025
China's gold market is undergoing a seismic shift. What was once a market dominated by jewelry demand -- a cultural cornerstone of wealth and status -- is pivoting toward investment-grade gold -- bars and coins. This transition, driven by economic uncertainty, institutional mandates, and a broader de-dollarization strategy, has profound implications for global gold investors. ...
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The shift is emblematic of a broader trend: Chinese consumers are prioritizing tangible assets over luxury goods. As incomes stabilize and inflation concerns persist, gold bars and coins -- seen as a hedge against economic turbulence -- are gaining traction. This pivot reflects a growing awareness of gold's dual role as both a store of value and a financial safeguard.
The most significant driver of this shift is the China Banking and Insurance Regulatory Commission's March 2025 mandate, requiring insurance companies to allocate at least 1% of their assets to physical gold. With Y32 trillion ($4.5+ trillion) in insurance assets, this directive could unlock hundreds of billions in gold purchases over the next three years.
his mandate is part of a multi-decade strategy to reduce China's reliance on the U.S. dollar. By converting dollar-denominated assets (such as U.S. Treasuries) into physical gold, China is not only diversifying its reserves but also signaling a shift in global financial power. The insurance sector's demand alone could absorb 15–20% of annual global gold mine production, creating a sustained, institutional-level tailwind for gold prices. ...
... For the remainder of the analysis:
https://www.ainvest.com/news/golden-shift-china-2025-gold-demand-transformation-global-impact-2507/ [2]
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