Key Points
All global markets are holding up very well given what is happening around the Middle East and Israel and Gaza..
So, despite the higher oil price, the kind of worries about escalating war, markets are really subdued which is either good news that the markets got it right or there is going to be some unexpected, more negative escalation from this event..
It is a bit of a safe haven at the moment given the political events that we are seeing globally. but there are better growth areas which we talked about before where you can make more money in the medium term whilst you are waiting for these so-called sunny days to appear..
In the short term, it is probably possibly a trading buy for the fact that China could do some big stimulus which will excite all the investors towards metals in the very short term but the demand scenario as we move towards the slowdown globally, is going to affect metal prices and that is why I am not so keen...
That is part of the reason, but with the higher for longer interest rates and coupled with the stronger dollar and the volatility you are seeing in terms of geopolitical events, one can take risk off the table and emerging markets is always one of the first and India has been a great performer..
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