Im Country-Monitor vom Economist 17.2.2003 lese ich

verfasst von Emerald, 22.02.2003, 22:40

-->Gold Standard:

In early February the gold price reached six-year highs. This sudden take-off cannot be explained purely by the Iraq factor. Rather, fears of a protacted war in the Middle-East are compounded by concern that the US economy is not recovering as anticipated and that global deflation is a very real possibility.
Taken together, these factors suggest that the gold price could rise to around $US 400.00 oz. Africa would seem to be an obvious beneficiary of any such
recovery, butin fact the picture is not that simple.


In South Africa, for example, rising gold prices would boost gold earnings but would almost inevitably lead to a substantial strengthening of the South African Rand, which would do very little for job creation and would erode external competitiveness.

Mein Hinweis:
Der US$/ZA-Rand-Kurs steht mittlerweile bei 8.67 Rand je $ 1.00 und weiterhin
steigend, ebenfalls steigend gegen Euro und Swissy (17.00 nach tiefst 11.95 SFR.)

Währungsmässig antizpiert der Markt in der Tat einen wesentlich höheren
Goldpreis bereits heute. Und der ZA-Rand hat jetzt die Marke von Juni 2001
erreicht vis-a-vis des US-Dollars: Tendenz nachhaltig fester.

Emerald.

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• Im Country-Monitor vom Economist 17.2.2003 lese ich - Emerald, 22.02.2003, 22:40