Gold stocks experience a 'roller-coaster' ride, with some funds erasing their year-to-date gains in a single day. How are fund managers responding to this tough start to the year?

①The majority of top-performing active equity funds in January were heavily invested in resource-based assets, and most experienced drawdowns exceeding 7% on Monday; ②however, some high-quality funds saw single-day drawdowns of only around 2%, significantly lower than the average.

cls.cnFeb 3 01:35 ET

After the explosive growth! Another explosive growth!

Rare limit-up.

Gelonghui FinanceApr 21, 2025 07:55 ET

It has gone crazy! The strongest Assets this year.

Gold has completely skyrocketed! After breaking the 3000 points barrier in March, the international gold price began to soar uncontrollably, rising more and more wildly. As of last Friday, the COMEX Gold Block Orders Futures surged over 8.5% in three days to $3263 per ounce, marking an increase of over 23% since the beginning of the year, making it the best-performing asset globally. Domestic Golden Industrial Concept stocks also performed strongly, with the old store gold listing in Hong Kong skyrocketing 13 times in just one year, followed by a significant Inflow of funds into many A-share golden stocks, which have sparked a wave of substantial increases. The Golden Industrial Concept ETF (159562) rose by 4.81% today, with a year-to-date increase of 30.76%.

Gelonghui FinanceApr 14, 2025 07:15 ET

US Assets are being sold off, spot Gold has broken through $3200 for the first time, and the scale of 20 gold-themed ETFs has surpassed 100 billion, which is an increase of over 70% compared to the beginning of the year, with over 10 billion in funds aggr

U.S. stocks and U.S. bonds are both declining, and the dollar is falling, indicating that capital is withdrawing from dollar Assets.

Gelonghui FinanceApr 11, 2025 02:56 ET

The defensive properties of gold have once again emerged, with the Gold ETF and GF Shanghai Gold ETF rising, gaining over 20% this year.

With Trump's "reciprocal tariffs" implemented, spot gold has risen to $3160 per ounce, setting a new historical high. A-shares of gold stocks opened high across the board, with Western Region Gold up 5.8% and Beijing Xiaocheng Technology Stock rising over 3%. In terms of ETFs, Qianhai Kaiyuan Gold fund, CCB Principal Shanghai Gold ETF, BOC Shanghai Gold ETF, Guotai Gold fund ETF, ChinaAMC Gold ETF, Huaan Gold ETF, Wanjia Gold ETF, E Fund Gold ETF, ICBC Credit Suisse Gold ETF fund, Southern Gold ETF, and Harvest Shanghai Gold ETF fund all rose over 1.5%, with a year-to-date increase of 20% in the current A-share market.

Gelonghui FinanceApr 2, 2025 22:39 ET

A significant review! A new narrative of the market from an ETF perspective.

Global capital reallocation is on the rise.

Gelonghui FinanceApr 2, 2025 04:31 ET