11 August 2014 - Situasi Geopolitik di Timur Tengah, Tahan Emas di Level USD1.300 |
- 11 August 2014 - Situasi Geopolitik di Timur Tengah, Tahan Emas di Level USD1.300
- 11 August 2014 - GLOBAL MARKETS-Asia stocks rise as Ukraine tensions ease for now
- 11 August 2014 - Investors go back into gold shares
- 11 August 2014 - 金价创三周高点 伊局势紧张引发刺激避险需求
| 11 August 2014 - Situasi Geopolitik di Timur Tengah, Tahan Emas di Level USD1.300 Posted: 11 Aug 2014 01:53 AM PDT SINGAPURA - Harga emas global turun seiring dengan menguatnya pasar ekuitas, namun harga emas tetap bertahan di level USD1.300 per ounce karena situasi geopolitik di Timur Tengah yang belum berakhir. Seperti dilansir Reuters, Senin (11/8/2014), harga spot emas stagnan di level USD1.308,20 per ounce. Emas di Amerika Serikat (AS) turun USD1 hingga USD1,310. Saham Asia sempat menguat, setelah pasukan Moskow mengatakan telah selesai latihan militer di selatan Rusia, namun ketegangan tersebut semakin berlanjut setelah peluru menghantam Ukraina. Sementara itu, di Timur Tengah, pasukan khusus yang setia kepada Perdana Irak Menteri Nuri al-Maliki dikerahkan di daerah-daerah strategis Baghdad pada Minggu malam setelah ia menyampaikan pidato yang menunjukkan bahwa ia tidak akan menyerah pada tekanan. AS melakukan serangan udara pada Minggu di Irak terhadap kelompok pemberontak.Hal Tersebut membuat investor khawatir, ketegangan yang terjadi akan membuat kebijakan moneter di AS semakin ketat dan permintaan fisik yang lemah. Logam mulia lainnya mengalami penurunan, seperti perak turun 0,4 persen menjadi USD19,83 per ounce, Platinum turun 0,18 persen menjadi USD1,469.8 per ounce, sedangkan paladium turun 0,3 persen menjadi USD855,65 per ounce (rzk) |
| 11 August 2014 - GLOBAL MARKETS-Asia stocks rise as Ukraine tensions ease for now Posted: 11 Aug 2014 01:50 AM PDT From:http://in.reuters.com/article/2014/08/11/markets-global-idINL4N0QH00G20140811 By Shinichi Saoshiro TOKYO, Aug 11 (Reuters) - Asian stocks rose on Monday as tensions eased slightly in Ukraine, while the dollar held steady against the safe-haven yen after rebounding sharply late last week. Spreadbetters expected the upbeat momentum for equities to continue into Europe, with Britain's FTSE seen opening as much as 0.6 percent higher, Germany's DAX up 1 percent and France's CAC 0.8 percent higher. U.S. stock futures also pointed to a modestly firmer opening later in the day. Wall Street surged on Friday after Russia said it had finished military exercises in southern Russia, which the United States had criticised as a provocative step amid the Ukraine crisis. MSCI's broadest index of Asia-Pacific shares outside Japan was up 1 percent, more than making up for Friday's 0.9 percent drop when geopolitical woes buffeted risk markets. Tokyo's Nikkei rose 2.2 percent, and also was helped as the yen's sharp rally against the dollar on Friday was reversed. The index had lost 3 percent on Friday. But investors remained wary with tensions persisting in other global hotspots such as Iraq, marked by an increasing death toll and new U.S. air strikes. "We are seeing investor sentiment caught between positive U.S. economic fundamentals and psychological negatives, like geopolitical risk. Investor sentiment is easily swayed in such a situation, which could lead to higher volatility and market turbulence," said Koji Fukaya, president at FPG Securities in Tokyo. The dollar, which suffered heavy losses against the yen last week after U.S. President Barack Obama authorised air strikes in Iraq, was steady after rebounding sharply late Friday as the Ukrainian news arrested the slide in U.S. Treasury bond yields. Some observers saw the correlation between lower Treasury yields and weaker dollar loosening amid the latest phase in geopolitical tensions. Kathy Lien, managing director at BK Asset Management, said heightened geopolitical uncertainty makes Treasuries more attractive to investors and central banks looking to park their money in such safe havens, with their demand supporting the greenback. "Geopolitical uncertainty is clearly driving risk appetite and the conflicts abroad have made U.S. assets very attractive," she wrote in a note to clients. The dollar was up 0.1 percent at 102.14 yen after touching a low of 101.51 on Friday. The euro stood little changed at $1.3401. The benchmark U.S. Treasury 10-year note yielded 2.436 percent, having pulled back from a 14-month low of 2.349 percent struck Friday. In commodities, London copper edged up as appetite for risk grew following the move by Russia, while optimism over the outlook for China's economy underpinned demand. Three-month copper on the London Metal Exchange climbed 0.5 percent to $7,030.00 a tonne. Gold was off to a muted start to the week as equity markets firmed, but the safe-haven metal held above $1,300 an ounce threshold as the geopolitical situation in the Middle East remained tense. Spot gold was flat at $1,307.20 an ounce after hitting a three-week high of $1,322.60 on Friday. Brent crude hovered above $105 a barrel on Monday, dropping from a one-week high hit on Friday, as U.S. intervention in Iraq eased concerns over the risk of disruption to supply from OPEC's second-largest producer. Source:http://in.reuters.com/article/2014/08/11/markets-global-idINL4N0QH00G20140811 |
| 11 August 2014 - Investors go back into gold shares Posted: 11 Aug 2014 01:46 AM PDT Gold mining shares are bouncing back from a disastrous 2013 and are expected to far outperform the price of the precious metal in coming months, as company efficiency measures lure investors back to the sector. Years of over-spending on expansion projects and disruptive merger activity fell heavily on mining companies last year, just as the gold price posted its biggest annual drop in 32 years. Gold mining stocks plunged 53 percent on average versus a 28 percent drop in gold prices after a 12-year bull run. Eight months into 2014, the gold mining sector is rapidly making up some of the lost ground with a 22 percent gain to date, outperforming global mining shares overall. Goldcorp has gained 34 percent and Randgold Resources has added 33 percent. The gold price, meanwhile, has risen by just 9 percent to $1 318 (R14 140) an ounce. On Friday, it fixed at $1 309.75 in the afternoon. UK-registered equity funds have increased their exposure to gold mining shares to an average of 1.55 percent, the highest since November, according to data from Morningstar. "We are witnessing how business execution and delivering on plans can lead to better equity performance," Ani Markova, a fund manager at Smith & Williamson Investment Management, said. "The equities are trading at historically low valuations and offer investors the ability to participate in miners' significant cash-flow leverage to small positive changes in the gold price," she added. The surprise double-digit dive in the gold price last year forced mining companies to implement austerity measures to conserve cash and improve capital allocation. At a lower gold price, they now have lower margins and cannot afford to consider high risk moves. "The companies aren't able to destroy value in the way they were before," Catherine Raw at BlackRock said. "The sort of risk we have taken on within the gold companies has changed as we get a little more comfortable that the gold price is stable to rising at that $1 250 to $1 350 level, and that the companies… are starting to do the right thing." Raw said BlackRock had increased its overweight exposure to Canadian-listed Eldorado, citing its high quality resource base and potential to generate strong cash-flow at gold prices around $1 200 to $1 300 in coming years. BlackRock's funds reduced an underweight exposure in AngloGold Ashanti, which is diluting its high-risk, high-cost production in South Africa by adding assets in Central Africa and Australia that are lower cost and higher grade. While the sector as a whole is seen to be moving in the right direction, some laggards remain. "Last year, you'd have lost between 50 percent and 90 percent of your money investing in gold shares, but there was nowhere to hide," Neil Gregson at JP Morgan Global Natural Resources fund said. "The difference between the poorest and the best performance is very wide (this) year to date, some stocks are down 50 percent and some are up 150 percent." The sector as a whole is still cheaper than it was in 2010, which makes it attractive for investors. From 2011, gold companies started to be de-rated as they lost control over operating costs and gold prices headed down from highs, Robert Adair at UOB Asset Management said. Gold hit its highest level at $1 920.30 in September 2011. "There is now potential for a re-rating of the price-earnings, price-cash flow, as well as the enterprise value to earnings before interest, taxes, depreciation, and amortisation multiples that investors are willing to pay for gold companies." This bodes well for performance in the rest of 2014. – Clara Denina and Silvia Antonioli for Reuters |
| 11 August 2014 - 金价创三周高点 伊局势紧张引发刺激避险需求 Posted: 11 Aug 2014 12:50 AM PDT From:http://gold.hexun.com/2014-08-11/167405652.html PhillipFuturesLtd投资分析师HowieLee表示，奥巴马授权空袭伊拉克可能会增加市场的风险厌恶情绪，并且推高黄金价格。昨天黄金价格上扬主要是因为乌克兰地区形势紧张，目前金价有上行风险。周五(8月8日)欧洲时段现货黄金创下三周最高位，这主要受到中东和乌克兰紧张局势导致避险需求增加影响。同时这也终结了去年9月份以来最长周度连跌纪录终结。日内现货黄金最高上涨0.7%至1322.14美元/盎司，北京时间现货黄金报1317.40。美国总统欧巴马授权在伊拉克实施空袭之后，金价收复了之前0.3%的跌幅。若今天金价收盘走高，则连续四天上涨将成为6月份以来最长日连涨纪录。 美国当地时间周四晚，美国总统奥巴马在新闻发布会中表示，已经授权空军对伊拉克反政府武装进行空袭。他还指出伊拉克北部局势紧张。美国周四稍早试图向伊拉克受困民众投放人道主义援助。 PhillipFuturesLtd投资分析师HowieLee表示，奥巴马授权空袭伊拉克可能会增加市场的风险厌恶情绪，并且推高黄金价格。昨天黄金价格上扬主要是因为乌克兰地区形势紧张，目前金价有上行风险。 本周黄金价格已经上扬2.2%，即使是美元指数升至9个月高位也没能阻挡金价上扬的动能。此前公布的显示德国工业数据不佳和意大利二季度经济意外萎缩，这也是黄金价格上扬的驱动力之一。 12月份交割的Comex期金上扬0.8%至1323.50美元/盎司，本周的上扬幅度也达到了2.2%。全球最大黄金期货ETF——SPDR黄金ETF持仓在昨天并未出现较大变动。 |
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