01 March 2021

Long-Run Bull Streak

Ajay Bagga
Golden Glitter Gold-silver ratio pointing to an outperformance by silver A weak dollar will help gold regain lustre Existing investments in gold and silver should be held *** A long-term boom across commodities is seen where global markets are all betting on a strong recovery with agri-products soaring and metals hitting new highs. Commodities have seen a down cycle since their last peak in 2008, just before the Global Financial Crisis. As per Saxo Bank, there have been just six commodities supercycles in the last 227 years, and 2021 is sees the advent of the seventh one. JP Morgan has called 2021 the beginning of the fifth commodities supercycle that will last for a decade or more. With vaccines launched and COVID making a gradual decline, there is a hope that by the second half of 2021 the world will return to near normalcy. With global Gross Domestic Products (GDPs) expected to...
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