la Chine et l'or

Première page du FT:

China has quietly almost doubled its gold reserves to become the world’s fifth-biggest holder of the precious metal, it emerged on Friday, in a move that signals the revival of bullion after years of fading importance.... Hu Xiaolian, head of the secretive State Administration of Foreign Exchange, which manages the country’s $1,954bn in foreign exchange reserves, revealed China had 1,054 tonnes of gold, up from 600 tonnes in 2003.

On annonce depuis quelques mois que l'or devrait pulvériser la barrière des 1000 US$ l'once. Chine, or, cette association explosive du géant des réserves de change, et du métal précieux refuge en temps d'inflation imminente, pourrait elle enflammer le marché? A suivre.