MacroVoices #378 Ronnie Stoeferle: In Gold We Trust - Showdown
Macro Voices
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The Importance of ESG in Gold Mining Stocks
We tend to underestimate the importance of those markets and also how they behave when it comes to gold. For example, the Indian are pretty contrarian gold buyers. You can always see when a gold price in rupee terms is rising too much. Well, actually start selling and when it's falling, they start accumulating, accumulating. So, that's some things where we said, well, actually it's very much underappreciated in the Western world.
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