Ajay Rajadhyaksha 2.0 2 ideas
Global Chairman of Research, Barclays
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2/15 min ideas
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By sector
ETF
2 ideas
-7.0%
Top tickers (by frequency)
GLD
1 ideas
0% W
-9.4%
CPER
1 ideas
0% W
-4.6%
Best and worst calls
Best calls
CPER LONG
-4.6%
Ajay states, "I still like Precious Metals... I think that's the safest place." He also notes that Copper is in a "struc...
Mar 04
GLD LONG
-9.4%
Ajay states, "I still like Precious Metals... I think that's the safest place." He also notes that Copper is in a "struc...
Mar 04
Worst calls
GLD LONG
-9.4%
Ajay states, "I still like Precious Metals... I think that's the safest place." He also notes that Copper is in a "struc...
Mar 04
CPER LONG
-4.6%
Ajay states, "I still like Precious Metals... I think that's the safest place." He also notes that Copper is in a "struc...
Mar 04
YouTube
Asian Markets Could Get Hit Harder by a Prolonged Iran Conflict |Insight with Haslinda Amin 3/4/2026
Ajay states, "I still like Precious Metals... I think that's the safest place." He also notes that Copper is in a "structurally bullish demand supply dynamic" regardless of the war. In a geopolitical crisis where equities are repricing and inflation fears are resurfacing due to oil shocks, gold acts as the primary hedge. Copper is decoupled from the war risk due to the secular electrification trend. LONG Gold as a haven; LONG Copper on dips. A rapid de-escalation of the war could cause a temporary pullback in gold prices.
Global Chairman of...