Alexander Stahel sees Shanghai gold reserves at unprecedented levels
Mon Sep 15 2025
The Shanghai Futures Exchange has reported record-breaking levels of gold reserves in its associated warehouses. This surge is indicative of continued robust demand for gold investments within China.
Over 53 tonnes of gold bars have been registered for delivery against futures contracts according to recent data. These figures underscore a trend of increasing gold procurement as investors seek stable assets amidst fluctuating markets. Alexander Stahel, a commodity market expert, highlights this development as an indicator of China's growing interest in diversifying its investments with gold.
This substantial accumulation aligns with broader trends of gold being perceived as a safe-haven asset during economic uncertainty. The data suggests that Chinese investors are increasingly hedging against potential currency fluctuations and market volatility.
The latest surge in gold accumulation comes amid broader concerns around China's investment landscape, a theme explored in depth as Alexander Stahel critiques the impact of persistent GDP growth targets and unsustainable investment within the country. In a related context, the challenges posed by shifting market conditions have similarly affected major players such as BYD, which has recently experienced a notable profit slump tied to overcapacity fears—reflecting the multifaceted pressures shaping China’s financial markets.
Source: https://tradersunion.com