26.03.2013 - Trend change in platinum-gold relationship?
For many months, I have witnessed a trend toward resource nationalism, which is taking a major toll on the potential supply of platinum (PTM) where more than 90% comes from South Africa, Zimbabwe and Russia. These are far from safe mining jurisdictions. Simultaneously, auto sales are rebounding to levels not seen since before the credit crisis in early 2008. Despite global supply concerns, increase of resource nationalism and rising industrial and automobile demand, platinum is still undervalued compared to gold (GLD)..............................................Full Article: Source
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