GoldFix

GoldFix

China's Silver-Play Decoded

Why Have China influencers suddenly turned Bearish on Silver?

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VBL
Dec 13, 2025
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TL;DR

  • Recent silver market disruptions (LBMA stress, leasing, India deliveries, CME halt, JPM inventory controls) form a coherent pattern when viewed through China’s long-standing focus on reputational risk and political economy, not isolated accidents.

  • Since SDR inclusion, China has prioritized optics and compliance, shifting currency management toward …

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