Ed Yardeni, Yardeni Research ke president, aaj ke volatile global climate mein precious metals ko standout performers maante hain. Ve investors ko gold, silver, palladium, aur platinum mein capital flow follow karne ki zoron se salah dete hain, jo ki secure assets ki badhti demand ke peeche escalating geopolitical risks se driven hai. Precious metals ke alawa, Yardeni copper, tin, lead, aur aluminum jaise base metals ke liye structural uplift expect karte hain. Ek zyada unpredictable duniya mein defense spending aur significant infrastructure projects badhne ki ummeed hai, jo seedhe in industrial commodities ko benefit karega. Metals par yeh optimistic outlook heightened geopolitical tensions ke backdrop mein unfold hota hai. Yardeni ne Donald Trump dwara Greenland par tariff ki dhamki ko ek serious development bataya, jisne NATO ke prati U.S. commitments par concerns raise kiye aur China dwara Taiwan ke aas-paas blockade jaise retaliatory actions provoke karne ki sambhavna bhi jatayi. Unhone broader geopolitical scene ko "very messy and dangerous" characterize kiya. Ominous global outlook ke bawajood, financial markets ne surprising resilience dikhai hai. Yardeni iska credit Trump administration se purani tariff-related uncertainties se investor familiarity ko dete hain, jisme aksar numerous exemptions hote the jo unke overall impact ko dilute kar dete the. Markets "this too shall pass" mentality apna rahi hain, aur Yardeni ko nayi tariffs ke ultimate implementation par doubt hai. Portfolio strategy ke liye, Yardeni stocks aur precious metals ke balanced allocation ki advocate karte hain. Unhone current economic environment mein bonds ko lekar caution vyakt kiya. U.S. equity market ke andar bhi ek notable shift ho raha hai, jahan performance dominant 'Magnificent 7' technology stocks se aage badh rahi hai. Yardeni suggest karte hain ki in mega-cap companies ke beech intense competition margins par pressure daal sakti hai, jisse future mein potential disappointments ho sakti hain. Investor focus badhte hue broader market ki taraf ja raha hai, jise ve "Impressive 493" - S&P 500 ka baaki hissa - kehte hain. U.S.-India relations ke subject par, Yardeni ne mana ki current partnership strained hai lekin believe karte hain ki yeh rapidly improve ho sakti hai. Unhone ongoing trade discussions aur high-level diplomatic engagement ko positive indicators bataya. Jise ve "New York's real estate negotiations" - characterized by noise but ultimately deal-focused - kahte hain, uske parallels draw karte hue, Yardeni India ke saath future compromise ko lekar optimistic hain.
Ed Yardeni: Global Risks ke beech Gold aur Base Metals mein invest karo.
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Overview
Global strategist Ed Yardeni investors ko gold, silver, aur copper, aluminum jaise base metals ko adopt karne ki salah de rahe hain. Unhone badhti geopolitical tensions, trade disputes se lekar international conflicts tak ko safe-haven assets ki demand badhane aur defense aur infrastructure spending ko boost karne ka karan bataya hai. Yardeni ne diversified portfolio ka sujhav diya hai, jisme metals ko bonds se zyada preference milegi.
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