videshi siyasat da asar, sona pahuncha oonchayian te!
President Donald Trump ne Iran toh jaldi niklan de sanket ditiyan ne, jisne sone de bhaav nu haftawaar oonchayian tak pahuncha dita hai. Bazaar es nu videshi siyasat vich tanav kam hon da sanket samajh reha hai. Yeh tezi us waqt aa rahi hai jab sone te chandi ne pichle dashak ton baad sab ton maadi maasik kardaar dekhi hai. Spot sone ne thoda samay $4,700 prati ounce nu paar kita, aur chandi $75 de kareeb pahunch gayi. Indian MCX futures vich vi tezi dekhi gayi.
Economist Peter Schiff ne sone di mazboot wapsi da zikar kita, jo March 23 di kamtareen star ton lagbhag 15% wadh gaya hai, is gal da ishara dinde hoye ke April sone layi 1980 ton baad sab ton achha mahina ho sakda hai. Parantu, bazaar vich hor vi taakatan chinta da vishay baniyan hoyian han. Oil prices haje vi oonche han, Brent crude $105 prati barrel aur WTI $102 de aaspaas hai, jo Hormuz di Khadi vich rukavatan karan hai. Yeh oonche oil de kharch inflation di chinta nu vadhonde han, jis karan bazaar is var US Federal Reserve dwara koi vyaaj daraan vich kami na hon da, ya mehngai jari rehan te kami di jagah vadhoti hon da vi andesha laga reha hai. Dollar Index da 99 de aaspaas giri vi sone nu hor currency waleyan kharidarana layi sasta banan vich madad kardi hai.
Sone diyan mukhi companies, jivein Barrick Gold (P/E 16.7) ate Newmont (P/E 18.9), lagbhag 34.48 P/E ratio naal Pan American Silver aur 21.82 P/E ratio naal Buenaventura Mining di tulna vich kuch analysts nu kam mulyaankan lag rahe han, bhavikh di mazboot vikas sambhavna naal. Kuch companies, jivein GoldMining Inc., haal filhaal nuksan vich chal rahiyan han. Aitihasik tor te, January 2026 vich sona $5,608.35 aur chandi $121.67 tak pahunch gaye si, haal de giraavatan nu oonchaiyan ton baad dasde hoye. March vich Brent crude ne June 1988 baad sab ton wadda maasik wadh dekha.
Halaanki turant rahat mili hai, par bade khatre baniyan hoyian han. US da Iran toh niklan da faisla pakka nahi hai, aur Iran di jang khatam karan di shart Hormuz di Khadi nu asurakshit chhad sakdi hai. Lagatar oonche oil de rate mehngai nu vadhonde rehan gay. Analysts khabardar karde han ke is naal maang ghat sakdi hai ya mandi da dabav ban sakda hai, jis karan oonche oil de rate 6-8 mahine ton zyada tikau nahi reh sakde. Oonche urja kharch sone miners de chalau kharch nu vi vadhaunde han. Haalanki kuch 2026 vich sone da $4,800-$5,000 tak pahunchn da andaaza laga rahe han, par bhaav vich tez utaar-chadhav auna sambhav hai. US Dollar Index, haal hi vich neeche auna da bawajood, March vich 2.3% wadh gaya si, jo videshi siyasat di tanav poori tarah khatam hovan te sone te dabav pa sakda hai.
Bazaar da mahol mehnat di aas awastha prati savdhani wal pehra de reha hai. March kaafi mushkil raha, par vartman videshi siyasat diyan paristhitiyan aur kamzor dollar sahara de rahe han. World Gold Council 2026 vich 5-15% sone di upside da andaaza laga reha hai, jo arthik mandi aur vyaaj daraan ghat hon de samay te nirbhar karda hai, par mazboot vikas vi ek chunauti ho sakda hai. Canadian sone diyan stocks nu arthik anishchitata aur currency trends de vich aakarshak dekha jaa reha hai, halanki thoda samay di volatality sambhav hai. U.S. Federal Reserve ton April meeting vich vyaaj daraan nu sthir rakhnan di ummeed hai, aur lagatar mehngai di chinta is var vadhoti di jagah kami di sambhavna nu kam kar rahi hai. Eh paristhiti, jithe mehngai bani hoi hai aur rates sthir han, aam taur te sone te chandi nu mehngai de khilaaf bachav de taur te faydemand rehandi hai. Parantu, videshi siyasat di tanav da hal hona, bhavikh de price movements da sab ton mukhi karan bana rahega.