The Briefings
Policy, data, and the assets that hold their shape across both. Written for the kind of investor who'd rather read fifteen pages than a sales pitch.
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Latest · Volume III
Investor demand for gold bars and coins rose 46.4% in China during Q1 2026. Jewellery demand fell 37.1%. The same gold, in the same country, in the same three months.
What the split tells us, and what it means for a UK investor reading the numbers.
+46.4%
Bars & coins, Q1 YoY
−37.1%
Jewellery, Q1 YoY
5
Months PBOC adding
Volume III · Edition 2026
China's Q1 split: investors bought, consumers sold.
Flows desk · About 15 pages
The Briefings · Recent issues
Volume III
China's Q1 split: investors bought, consumers sold.
Chinese investor demand for gold bars and coins rose 46.4% in Q1 2026. Jewellery demand fell 37.1%. The composition of demand is more informative than the level.
Read Volume III →Volume II
Gold's crisis drawdowns: the five-time pattern.
Five 25%+ drawdowns in gold since 1970. Three were followed by major rallies. One wasn't. Where the 2026 episode sits, and what the policy backdrop is doing.
Read Volume II →Volume I
The Gold Wealth Protection Guide.
Cash is quietly losing ground to inflation, and tax-free allowances have been cut to record lows. A plain-English read on physical gold as a practical alternative for UK savers.
Read Volume I →What you can expect
The Briefings are written like a research note, not a brochure. We pick one topic where the policy or the data has shifted, do the work, and send a short read. If a topic doesn't warrant a briefing, we skip a cycle. That is the promise.
Cadence
A new issue every few weeks. Sometimes faster around a Budget or central-bank meeting; never to fill space.
Length
About fifteen pages. Designed to be read in fifteen to twenty minutes, not skimmed.
Cost
Free. We are a UK gold dealer. The Briefings exist because well-informed investors are easier to talk to.
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