On this blog, I forecasted numerous times that like dot-com boom and bust in 1996-2001 followed by 2003-2008 emerging markets, commodities super cycle after the 2013-2022 smartphone, AI technology boom, soon the global capital flows will again be directed towards commodities and emerging markets.
And since most emerging markets are the main producers of commodities like oil, gold, silver, base metals, grains, softs etc. the money creating the new commodities super cycle will go obviously toward emerging markets.
I expect the stock markets of Brazil, South Africa, Russia, Argentina, Chile, Ukraine, Uzbekistan, Kazakhstan, Australia, Azerbaijan, Saudi Arabia, United Arab Emirates etc. to benefit from the aforementioned trend towards commodities investing I forecast.
No comments:
Post a Comment