China sets up largest gold fund, page-20

It's s matter of what you expect from you investment. Is it conservative or growth oriented? Tell the nst SAR evn investors if their multi baggers is to be sneeze at? A prudent way I would think in portfolio allocation is never to be exposed to only a few sectors especially passive holdings.

Personally no right or wrong way to look at this sector like any other sector. The only wrong methods are the extreme views and then waiting for that view to play out while the markets are performing right in front of one's eyes! Stubbornness and refusing to accept that one could be wrong and worse paranoia means there is a huge opportunity cost involved. I am referring to the extreme gold bull and bears.