Standard Chartered Gold Market Report - "In Gold We Trust"

Standard Chartered's recent thorough report on the gold supply-demand fundamentals (the focus is mostly on mining; but likely increases in investment demand are also covered). Some mining stock picks (mostly Chinese) are discussed in detail. The upshot: looks like we are at or near "peak gold" and will be working with a near-flat gold supply growth (especially with population-growth factored in); and production is having a difficult time keeping apace with costs. $1400/oz is considered the break-even point for marginal new production. Click through for PDF.