In today’s briefing:
- Asia Gold Mining 2026–27: Pricing the AMMN Exit & The BRMS Proxy Pivot
Asia Gold Mining 2026–27: Pricing the AMMN Exit & The BRMS Proxy Pivot
- MVGDX concentrates in North America and silver duration, shrinking Asia to ~3% based on liquidity and replication discipline.
- AMMN breaches gold-purity retention thresholds, signalling likely removal in 2026 and passive outflows.
- BRMS remains the only credible Indonesian gold-pure substitute; Zijin inclusion unlikely before Q3-2027 due to float constraints.
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