Inflation isn't transitory or within the control of central banks. The forces at work are far beyond the reach of central bankers. Cost of credit matters, but so does the supply chain. This could lead to pricing arbitrage between commodities based on the demand supply metrics (ex – natural gas in US vs. Europe). The asset allocation of this decade will be far different from that of the past 40 years.
There are Inflation themed ETF like TIPS; Gold themed ETF like GLD and Commodity themed ETFs like XME and RAAX available for investment by resident Indian investors.
✓ We have a decade of underinvestment in the sector
✓ There is no clear supply coming on stream — from anywhere — and thanks to government overreach, additional or new capex is not taking place
✓ And then we also have an international war brewing (and geopolitical tensions are never bearish energy assets)
There are Energy themed ETFs and ETNs like OIL, XLE, OIH; Material themed ETF like XLB and Metals themed ETFs like XME available for investment by resident Indian investors.
New homes under construction to Sales ratio is highest since 1974 & 2 year rate of change in new construction is 50% higher than anything seen in past 50 years. Every prior spike in this ratio was associated with recession, increasing the odds of US economic bust.
Will the proposed standard lead to a new unparalleled price discovery for precious metals? You can now own precious metal ETFs like GLD, SLV, SIL, PPLT.
The above material is neither investment research, nor investment advice.
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