「在一系列市場衝擊的因素中,地緣政治通常較經濟、企業盈利或央行的衝擊更大,很大程度上是因為大多數市場參與者不太能為這種風險定價。」Pepperstone研究主管Chris Weston表示。無論情況如何發展,投資者都應該在投資組合上為地緣政治風險做好準備。
A confluence of geopolitical factors has suddenly turned somewhat sleepy commodities into must-watch markets.
Silver has outperformed gold this year, but the second-fiddle metal has even more upside potential based on two key factors.