全球央行购金潮添新军?韩国央行欲破十年沉寂 或于中长期内增持黄金

Core Viewpoint - The Bank of Korea is considering increasing its gold reserves for the first time in over a decade, indicating a potential alignment with the global trend of central banks purchasing gold, which has been a significant factor in driving gold prices to historical highs [1][2]. Group 1: Central Bank's Gold Purchasing Plans - The Bank of Korea plans to consider additional gold purchases from a medium to long-term perspective, with the last increase occurring in 2013 [1]. - Heung-Soon Jung, the director of the Reserve Investment Division, stated that the timing and scale of gold purchases will depend on market trends and changes in foreign exchange reserves [2]. Group 2: Market Context and Reactions - Despite a significant drop from historical highs, gold prices have risen over 50% this year, supported by ongoing central bank purchases and investor strategies to avoid risks associated with fiscal deficits [2]. - The recent surge in gold prices has led some central banks, like the Philippines, to consider selling excess gold reserves to rebalance their investment portfolios [2]. Group 3: Storage and Liquidity Considerations - The Bank of Korea's gold reserves are stored in London, providing higher liquidity, a preference echoed by other central banks such as Mexico [2].