Davide Bosio from Shaw and Partners discusses concerns around inflation and the sell-off in the markets. However he says the purpose of all the recent stimulus has been to drive economies which ultimately creates inflation so it's almost a case of we're getting exactly what we're supposed to be getting. Bosio adds that despite a pull-back in the gold price he says long-term there's a strong correlation between gold and real interest rates.
Davide Bosio on inflation fears and precious metals M&A
