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 2 October, 2023

What a cracking weekend of sport, sun and great Australian vibes!

Daylight savings is now in full swing and wow… it’s already October.

In other news…

Is graphite about to move? UBS think so.

Click here to read more.

Across markets

Australian shares are poised to start the final quarter of this year lower with a focus on the prospect that interest rates are set to hold at their current high levels for longer, or perhaps edge even higher, than previously expected.

On Tuesday, RBA policymakers meet. RBNZ holds a policy meeting on Wednesday. While both banks are expected to keep rates steady this week, the door is still open to future increases depending on inflation data. NAB sees the RBA lifting rates to 4.35 per cent in November.

ASX futures were down 38 points, or 0.54 per cent, to 7048 over the weekend.

Source:AFR

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Closer to Home
  • China’s property market and depressed yuan has domestic investors flocking to gold
  • Price differences between Shanghai spot gold and the West have gone from a decade average of US$6 to more than US$100 of late
  • Top ASX Gold Stories This Week: De Grey Mining, Strickland Metals

China is the world’s biggest consumer of gold since 2013, having averaged the purchase of almost 1,000 tonnes each year.

Domestic market ructions have investors  looking to bullion in even stronger numbers, which has caused record disparities between the Shanghai Gold Exchange (SGE) and markets in the West  – over US$100 in price difference at times.

To put this in perspective, the average price difference between the East and the West for at least the last decade had been less than US$6.

On Wednesday, an ounce of gold in Shanghai cost US$2,007, a massive 6% higher than the prices in London or New York, according to Bloomberg.

These discrepancies with the gold price between the West and the Orient, Bloomberg says, are being put down to China’s flaccid property market and a falling yuan.

Based on this and despite a week of falls in the spot price, the increasing shift to gold of the Middle Kingdom should keep bullion aloft in the short to medium term too.

Source: Stockhead

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Company: Avecho Biotechnology (ASX:AVE)
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If you would like more information on future Peak deals, please don’t hesitate to get in touch.

The trustee for Peak Asset Management Unit Trust (“Peak”) is a corporate authorised representative (#1295491) of Dayton Way Securities Pty Ltd (AFSL #382585).
Peak accepts no responsibility for any views expressed and marketing material contained in this email except where the message specifically states otherwise and the sender is authorised to state them to be the views of Peak. Information provided in this email is general advise only and does take account your objectives, financial situation or needs.  Before acting on any advice in this email, Peak recommends that you consider whether it is appropriate for your circumstances.  If this email contains reference to any financial products, you should obtain the current Product Disclosure Statement (PDS) or other disclosure documents for the particular products and consider this information before making any decisions regarding the products. The Financial Services Guide (FSG) can be found at www.peakassetmanagement.com.au  or by telephoning
Peak on 1300 304 460

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