Whalesbook
Goldman Sachs wale keh rahe hain ki aane wale samay mein Central Banks gold buying ko kafi badha denge. Unka estimate hai ki 2026 tak har mahine average 60 tons gold kharida jayega. Iske peeche ka reason hai global tensions, jisse banks apne reserves ko diversify karna chahte hain. Yeh sab dekh kar Goldman ka target hai ki gold ka price $5,400 tak ja sakta hai. Isi tarah ke forecasts UBS Group AG aur ANZ Group Holdings Ltd jaise dusre bade firms ne bhi diye hain. Haalanki, abhi gold $4,530 ke aas-paas trade ho raha hai, jo January mein $5,600 ke level se kaafi niche hai. World Gold Council ne bhi bataya hai ki Q1 mein Central Banks ne 244 tons gold kharida, jo pichhle quarter se 208 tons se zyada hai.
Aise mein gold itna attractive kyun hai? Global markets mein inflation aur geopolitical uncertainty badh rahi hai. Jab currencies par bharosa kam hota hai, toh investors gold ko ek safe hedge mante hain. Even agar inflation control mein na aaye, toh bhi gold ka role safe asset ke taur par badhta hai.
Par bhaiyo, har chamakti cheez sona nahi hoti. Goldman Sachs khud warn kar raha hai ki short-term mein kuch risks hain. Agar private investors ko liquidity ki zaroorat padi, jaise ki agar stock market gira, toh woh apna gold bech sakte hain. Isse gold ke prices par temporary pressure aa sakta hai. Yeh bhi note karna chahiye ki Citi jaise kuch analysts ka target $5,000 ke aas-paas hai, jo thoda conservative hai. Aur gold mining stocks bhi zyada perform nahi kar rahe hain, jo producers ke liye mushkil ho sakta hai.
Toh overall, Goldman Sachs ka $5,400 ka target future ke liye ek strong outlook dikhata hai, mostly Central Banks ki demand ke karan. Lekin short-term mein price movements private investors ki liquidity needs aur broader economic factors par depend karenge.