// Global Analysis Archive
Asian markets were subdued ahead of Chinese New Year closures, with Japan’s weaker-than-expected late-2025 growth adding to policy uncertainty. Softer US inflation revived expectations for Fed cuts while investors reassessed the payback timeline for large-scale AI infrastructure spending.
Record-high gold prices are driving Chinese households to sell inherited and previously purchased jewellery through automated recycling kiosks that display exchange-linked pricing and conduct on-site purity testing. The trend signals a more liquid, technology-mediated retail gold market with implications for scrap supply responsiveness, consumer data governance, and traditional buyer competition.
The US dollar weakened across Asia after renewed speculation that US and Japanese officials could coordinate to support the yen, following reported New York Fed inquiries and firm messaging from Tokyo. The move spilled into stronger Asian currencies, weaker Japan equities, and a sharp safe-haven rally that pushed gold above US$5,000 amid geopolitical and policy uncertainty.
The European Commission has launched an in-depth investigation into Goldwind under the EU Foreign Subsidies Regulation, citing indications that foreign subsidies may distort competition. The move highlights intensifying EU scrutiny of non-EU state support in strategic clean-energy sectors and may increase regulatory risk for suppliers and project developers.
The source describes a rapid expansion of largely unregulated artisanal gold mining in Afghanistan’s Badakhshan province that is diverting rivers and discharging sediment and waste into the Kokcha and Sheva systems. These impacts may intensify local water scarcity and health concerns while creating downstream risks for Central Asian neighbors dependent on shared waters.
Asian markets were subdued ahead of Chinese New Year closures, with Japan’s weaker-than-expected late-2025 growth adding to policy uncertainty. Softer US inflation revived expectations for Fed cuts while investors reassessed the payback timeline for large-scale AI infrastructure spending.
Record-high gold prices are driving Chinese households to sell inherited and previously purchased jewellery through automated recycling kiosks that display exchange-linked pricing and conduct on-site purity testing. The trend signals a more liquid, technology-mediated retail gold market with implications for scrap supply responsiveness, consumer data governance, and traditional buyer competition.
The US dollar weakened across Asia after renewed speculation that US and Japanese officials could coordinate to support the yen, following reported New York Fed inquiries and firm messaging from Tokyo. The move spilled into stronger Asian currencies, weaker Japan equities, and a sharp safe-haven rally that pushed gold above US$5,000 amid geopolitical and policy uncertainty.
The European Commission has launched an in-depth investigation into Goldwind under the EU Foreign Subsidies Regulation, citing indications that foreign subsidies may distort competition. The move highlights intensifying EU scrutiny of non-EU state support in strategic clean-energy sectors and may increase regulatory risk for suppliers and project developers.
The source describes a rapid expansion of largely unregulated artisanal gold mining in Afghanistan’s Badakhshan province that is diverting rivers and discharging sediment and waste into the Kokcha and Sheva systems. These impacts may intensify local water scarcity and health concerns while creating downstream risks for Central Asian neighbors dependent on shared waters.
| ID | Title | Category | Date | Views | |
|---|---|---|---|---|---|
| RPT-1220 | Asia Enters Holiday-Thin Trading as Japan Growth Miss and AI Capex Doubts Shape Sentiment | Asian Markets | 2026-02-16 | 0 | ACCESS » |
| RPT-478 | China’s Retail Gold Liquidation Surges as Automated Recyclers Scale in Shanghai | China | 2026-02-01 | 0 | ACCESS » |
| RPT-206 | Yen Intervention Signals Trigger Broad Dollar Pullback and Record Gold Surge | FX Markets | 2026-01-26 | 1 | ACCESS » |
| RPT-615 | EU Opens In-Depth Foreign Subsidies Probe Into Goldwind, Raising Stakes for Wind Supply Chains | EU | 2024-12-09 | 0 | ACCESS » |
| RPT-108 | Afghanistan’s Badakhshan Gold Rush Raises Regional Water-Security Stakes | Afghanistan | 2018-11-13 | 2 | ACCESS » |