The Golden Dilemma and Emerging Markets
This is a continuation in a series on the value of gold. Feel free to look at the other articles in the series:
The Shadow Price of Gold
Gold as an Inflation Hedge
Instead of posting some of my own information, I will link to two interesting articles.
The Golden Dilemma
This provides a broad discussion in the role of gold in an investment portfolio. It has a lot of interesting charts and discussion that make it a good read.
Emerging Consumers Drive Gold Prices: Who Knew?
This is an older article that came from GMO. They argue that the recent rise in the price of gold has been driven by emerging demand for gold (partly due to limited investing options for emerging investors). As a side note, I think exhibit 1 is deceptive as it compares the price of gold with the change in CPI which I think is a poor comparison.