Investors should consider commodities due to global economic growth, particularly driven by China. Commodities like copper, gold, and energy are performing well, supported by demand and government spending. VanEck CEO Jan van Eck emphasizes the positive outlook for commodities, as evidenced by a recent increase in China's manufacturing activity and the momentum of copper prices.
Investing in semiconductor companies, which produce chips, could be a smart way to benefit from the booming artificial intelligence (AI) industry. Semiconductors are essential for AI, and the demand for them is high. Experts believe that the limited competition in this sector will allow chipmakers to maintain high profits even in the short term. However, it's important to keep an eye on fund flows as a potential indicator of future performance.
