• D.C.
  • BXL
  • Lagos
  • Riyadh
  • Beijing
  • SG

Intelligence for the New World Economy

  • D.C.
  • BXL
  • Lagos
Semafor Logo
  • Riyadh
  • Beijing
  • SG


Flagship newsletter icon
From Semafor Flagship
In your inbox, Every Weekday
Sign up

Surging gold prices upend global jewelry industry

Oct 21, 2025, 7:06am EDT
PostEmailWhatsapp
People shopping for gold jewelry in Beijing.
Tingshu Wang/Reuters

The surging price of gold is boosting some developing economies, challenging the US dollar’s hegemony — and changing jewelry designs.

Gold hit a record $4,000 an ounce this month, a 33% increase since March, driven by uncertainty from US trade pressures. It has led to windfalls across emerging markets: South Africa has seen a stock and currency boom, as have other countries with significant reserves or mines. China has a huge bullion stockpile, allowing it to “offer up an alternative to US financial dominance,” Bloomberg reported.

One industry has been particularly affected: Traditionally, gems were the most valuable, but gold’s booming price — and the rise of lab-grown diamonds — has made jewelers rethink the balance, Business of Fashion reported.

AD