Neutral impactCommodity
Commodity Talk | Gold isn't the only story: Why copper, energy and other commodities are gaining portfolio relevance, says Dr. Joseph Thomas
Economic Times 1 hr ago·11 Sept 2026, 2:42 am
Gold is often seen as the primary safe haven for investors, but a broader range of commodities is gaining importance in portfolios. Dr. Joseph Thomas highlights that copper, energy, and other raw materials are becoming key assets due to structural shifts in global demand and supply constraints.
This shift matters because commodities are no longer just about inflation hedges; they are tied to critical sectors like electric vehicles, data centers, and construction. For India, energy prices are particularly crucial, as higher crude costs can directly impact import bills and overall inflation.
Investors should watch for supply chain bottlenecks and the pace of infrastructure development. As demand for metals and energy grows, the performance of these sectors could offer valuable insights into the broader economic outlook.
Excerpt from Economic Times
Gold remains the traditional hedge against inflation and uncertainty, but the opportunity set is becoming much broader. Copper, for instance, is gaining structural relevance as demand from electric vehicles, construction, AI and data centres collides with limited investment in new mines and declining ore quality.…Read the original at Economic Times
Key takeaways
- Category: Commodity.
Why it matters
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