Handicapping China's Gold Moves

A Seeking Alpha article entitled "Insights Into China's Future Gold Plays" argues that the PRC's interest in gold has not diminished, and suggests that domestically-produced gold is being accumulated because it's cheaper. Also pointed out is that fact that Chinese SWFs are moving in to gold and gold stocks, in a big way.

Of note is the forecast that the upsurge in the U.S. dollar will encourage foreigners to treat the rally as a selling opportunity. It suggests that foreigners are still soured on the greenback.