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Saturday, November 10, 2007
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Commodity News
Nov 9 2007 2:28PM
UPDATE 1-Asia Gold-Sales of scrap pick up; investors undeterred

(Updates prices, adds quotes on hedging)

By Lewa Pardomuan

SINGAPORE, Nov 9 (Reuters) - Sales of gold scrap accelerated in Asia as jewellery makers took advantage of multi-year high prices, but worries over the slumping U.S. dollar and rising energy costs also spurred purchases from investors.

Demand from India, the world's largest buyer, slowed to a trickle, with jewellers already well stocked ahead of Diwali, the Hindu festival festival of lights. Gold <XAU=> cost $833.70 an ounce, a whisker away from the record peak of $850 struck in January 1980.

"People are still interested in investing in gold for wealth protection and portfolio diversification because their view is slightly for a longer term," said William Kwan, a dealer at Phillip Futures Pte Ltd in Singapore.

"They are looking for the opportunity to buy more," he said.

Gold can be bought as investment in the form of coins and small bars, gold certificates, gold-backed securities or gold-oriented funds, in which investors can buy shares of mining companies.

Gold has risen more than 30 percent in 2007 as safe-haven buying increased due to credit market turmoil and worries about the health of the U.S. economy that sent the dollar to record lows, and record high oil prices <CLc1>.

Gold is often used by investors as a hedge against inflation and an alternative investment to currencies and bonds.

"I still see some dishoarding but it looks like the Indonesian side is a bit dry," said a dealer in Singapore, referring to Southeast Asia's largest consumer.

"It's not because they don't want to sell but it seems they don't have much to offer because Indonesia imported so little this year. Anyway, we see a two-way business today," he said.

Gold bars were on par with the spot London price in Singapore, a centre for bullion trading in Southeast Asia. That was unchanged from last week, suggesting that sales from main buyers such as Indonesia and Thailand were offset by demand from investors.

Gold bars were 25 U.S. cents an ounce lower than the spot London price in Tokyo, also unchanged from last week <GOLD/ASIA1>.

"We feel that premiums will remain stable at -$0.25 an ounce despite a huge sell back from the general public," said a dealer at a main bullion house in Tokyo.

"We've seen steady demand from the industrial sector because sales of electronic goods have been good," he said.

Gold-plated connectors are an integral part of plugs and sockets, and the metal is also used in wiring to connect parts of semiconductors such as transistors.

WAITING FOR PRICE DIPS

Gold bars were at a discount of 20 cents in Hong Kong, a centre for bullion trading in East Asia, with jewellery makers waiting for a price dip.

"We see some selling everyday because the price has surpassed $800. Nobody wants to buy," said Ronald Leung, director of Lee Cheong Gold Dealers in Hong Kong.

Gold could rise further because of a struggling dollar. Slow demand from jewellery makers could curb gains but there was also a possibility that more consumers would hedge their positions against rising prices.

"Momentum indicators continue to hover in the overbought zone and that hints that bullishness is ample," said Pradeep Unni, an analyst at Vision Commodities in Dubai.

"If there is problem at the moment, it is from the physical markets that have largely dried up due to low demand. The problem is that everyone is waiting for a dip to buy and gold disappoints all," he said.

The dollar hit a record low against the euro on Friday as fears grew that more U.S. financial firms will be hit by credit market turmoil and reinforced expectations the Federal Reserve will cut interest rates further [ID:nT13568]

"Jewellery makers will be looking for opportunity to do hedging. When prices go that high, they are worried," said Kwan of Phillip Futures.

"So they will control their risk or manage their risk by hedging in futures market," he said. (([email protected];+65 6870 3834; Reuters Messaging: [email protected]))

* Subscribers can click on <GOLD/ASIA1>to view prices in the region. Keywords: GOLD/PHYSICAL

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