Minefield: The dollar’s golden glow

A lower Australian dollar exchange rate would make some gold stocks more alluring.

PORTFOLIO POINT: A lower dollar could add more shine to four gold stocks: two with projects in Australia and two with a South American focus.

With every man and his dog tipping a fall in the value of the Australian dollar, perhaps substantially, it is getting awfully hard for investors to continue to ignore the lure of gold, whether you believe it is at a peak in US-dollar terms, or not.

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