(Special Thanks to Trump, we are in this mess together)
Given the rapidly shifting geopolitical landscape, persistent inflation risks, and rising currency debasement concerns, I wanted to get views on the role of precious and industrial metals going forward.
With silver facing increasing industrial demand (AI hardware, electronics, renewables, EVs) and reports of structural supply constraints, does it still make sense to accumulate Gold and Silver at current levels?
• Preferred route: ETF / SGB / Physical?
• Is the hedge narrative still valid, or are we entering a different commodities cycle?
Additionally, what are your views on the long-term outlook and investability of the following:
• Platinum, Copper, Aluminium
• Uranium, Tungsten
• Coal, Oil
• Iron / Steel
• Semiconductor manufacturing in India
**.** Bitcoin/Cryptocurrency
How can a retail investor practically gain exposure to these themes through equities, ETFs, global funds, or other instruments?
Looking forward to informed perspectives.