Today, the United States and Israel launched military strikes on targets inside Iran, sharply escalating tensions in the Middle East. Geopolitical risk premiums are set to return rapidly to the forefront of market pricing. Next week, capital inflows into the precious metals sector, led by gold and silver, appear almost certain. In the gold ETF space, the largest physically backed gold ETF, $SPDR Gold ETF(GLD)$ , is up 22.06% year to date, while $Gold Trust Ishares(IAU)$ has gained 22.05%. Among gold mining ETFs, $VanEck Gold Miners ETF(GDX)$ is up 35.06% this year and $VanEck Junior Gold Miners ETF(GDXJ)$ has risen 37.27%.
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US-Israel strike Iran — gold, silver new highs next week?
US-Israel strike Iran — gold, silver new highs next week?
Japan Stocks Hit Record Highs — Time to Enter or Stay Cautious?
Yesterday, the Nikkei 225 rose more than 1.2% at one point, breaking above the 59,000 mark and approaching the key 60,000 level, setting yet another record high. Since the start of the year, the Nikkei 225 has surged nearly 17%, ranking among the top performers across major global equity indices and significantly outperforming both US and Chinese markets. In terms of Japan-related ETFs, performance has been solid so far this year. The largest Japan broad-based ETF, $iShares MSCI Japan ETF(EWJ)$ , is up 14.54% year to date. $JPMorgan BetaBuilders Japan ETF(BBJP)$ has gained 14.50%, while $Franklin FTSE Japan ETF(FLJP)$ has risen 14.92%. Meanwhile,
Japan Stocks Hit Record Highs — Time to Enter or Stay Cautious?
Tariffs finalized — Indian stocks surge! Which ETFs are worth watching?
On Monday evening, Donald Trump announced a new 18% tariff rate on Indian goods, lower than the 20% imposed on Vietnam and Bangladesh. Compared with the punitive tariffs of up to 50% introduced in August last year, the move is a clear positive for India’s labor-intensive export sectors, including apparel, footwear, and jewelry. On the back of this policy adjustment, Indian equities rallied across the board. Trump said the decision was made after a phone call with Indian Prime Minister Narendra Modi. Following the announcement, the NSE Nifty 50 jumped as much as 2.85% intraday, while the S&P BSE Sensex 30 also rose 2.83%. India-related ETFs also saw gains: VWO, the largest dollar-denominated ETF, rose 0.5% daily; INDA and EPI gained 3.0%; FLIN increased 2.6%; and SMIN climbed 3.4%. Prev
Tariffs finalized — Indian stocks surge! Which ETFs are worth watching?
Silver Keeps Exploding — Is $100 the Next Target?
Silver has gone on an absolute tear, surging over 5% intraday today, breaking decisively above the key $90 psychological level and reaching an intraday high of $91.57.As a result, silver ETFs surged in premarket trading. The 2× leveraged silver ETF $ProShares Ultra Silver(AGQ)$ jumped 8.17%, while the largest silver ETF, $iShares Silver Trust(SLV)$ , rose 4.08%, and $Abrdn Silver ETF Trust(SIVR)$ gained 3.96%.On the macro front, U.S. December CPI data released yesterday came in largely in line with expectations. Headline CPI rose 2.7% year over year and 0.3% month over month. Core CPI, however, undershot expectations and matched the prior reading, increasing 2.6% Y
Silver Keeps Exploding — Is $100 the Next Target?
U.S. Healthcare ETFs Lead Defensive Sectors — How Should Healthcare Assets Be Allocated?
In last night’s U.S. equity session, healthcare and pharmaceutical stocks posted broad-based strength, with related healthcare ETFs clearly outperforming the broader market. Against a backdrop of tech sector dispersion and more cautious market sentiment, healthcare has once again moved into focus for capital allocation. From both a fundamental and trading-logic perspective, the rebound in the healthcare sector is not accidental： The defensive profile is reasserting itself: Amid ongoing macro uncertainty, healthcare remains a classic non-cyclical, demand-inelastic sector. With stable cash flows and relatively low earnings volatility, healthcare assets tend to attract inflows when risk appetite moderates. Valuation repair has become a key driver: After the prior correction, overall valuation
U.S. Healthcare ETFs Lead Defensive Sectors — How Should Healthcare Assets Be Allocated?
Oil Prices Pull Back: What’s Next for Oil ETFs?
As diplomatic talks between the United States and Iran are expected to take place later this week, President Donald Trump once again issued a warning to Iran’s leadership. In the futures market, crude oil prices fell for the first time in three days. Brent crude dropped about 2% in early London trading to around $68 per barrel, while WTI crude declined roughly 2.1% to near $63 per barrel. Brent Crude Among energy ETFs with exposure to oil, year-to-date performance shows that $Energy Select Sector SPDR Fund(XLE)$ has risen 18.2%, $Vanguard Energy ETF(VDE)$ is up 17.9%, $Spdr S&P Oil & Gas Exploration & Production Etf(XOP)$ has gained 13.9%,
Oil Prices Pull Back: What’s Next for Oil ETFs?
U.S. Healthcare ETFs Lead in Near-Term Adjustments: Structural Insights Under the Sector’s Defensive Profile
Against a backdrop of heightened market volatility, the U.S. healthcare sector has maintained relatively resilient performance. Compared with the previous trading session, a pullback in overall risk appetite has led to a clearer internal differentiation among healthcare-related ETFs. Volatility remains more pronounced in biotechnology-focused products, while ETFs centered on large-cap pharmaceuticals and diversified healthcare have exhibited comparatively stable performance. Overall, the defensive characteristics of the healthcare sector continue to provide a degree of support under the current market environment. From an internal structural perspective, biotechnology-related ETFs have experienced relatively larger drawdowns, whereas products concentrated in large pharmaceutical companies
U.S. Healthcare ETFs Lead in Near-Term Adjustments: Structural Insights Under the Sector’s Defensive Profile
Epic-level shock — has silver finally hit the top?
Yesterday, silver surged by as much as 14%, soaring past the $117 mark! However, the rally proved short-lived as silver plunged sharply during the session, with gains narrowing from 14% to less than 1%, leaving behind a long upper shadow! Silver-related ETFs also experienced massive volatility: $iShares Silver Trust(SLV)$ narrowed its gains from over 14% to 5.8%, $ProShares Ultra Silver(AGQ)$ retreated from nearly 30% to 9.7%, $Global X Silver Miners ETF(SIL)$ fell from over 6% to 0.4%, and $Amplify Junior Silver Miners ETF(SILJ)$ even dropped 1%: In technical analysis, a long upper shadow forming at elevated levels often s
Epic-level shock — has silver finally hit the top?
Japan Stocks Surge After Takaichi’s Landslide Win: Which ETFs to Watch?
After Sanae Takaichi, leader of Japan’s Liberal Democratic Party, secured a landslide election victory, the Nikkei 225 index jumped about 3.9% in a single session to a record high, while the TOPIX rose 2.3% on the same day. Japan-related ETFs also posted strong gains. $iShares MSCI Japan ETF(EWJ)$ , $Xtrackers MSCI Japan Hedged Equity ETF(DBJP)$ and $iShares Currency Hedged MSCI Japan ETF(HEWJ)$ each rose about 3.8% on the day, followed by $JPMorgan BetaBuilders Japan ETF(BBJP)$ and $iShares MSCI Japan Value ETF(EWJV)$ at around 3.7%, while $
Japan Stocks Surge After Takaichi’s Landslide Win: Which ETFs to Watch?
A String of Positive Catalysts: Samsung and SK Hynix Surge—How to Position in Korea’s Core Assets?
Recently, shares of Samsung Electronics and SK Hynix have rallied aggressively. Samsung jumped 7.4% on the first trading day after the new year and then another 8% on Monday, leaving investors in awe. As underlying equities soared, related ETFs also went into overdrive. Most notably, $南方两倍做多三星电子(07747)$ surged 32% over two trading days, while $南方两倍做多海力士(07709)$ gained 15% over the same period. Driven by Samsung and SK Hynix, $韩国ETF-iShares MSCI(EWY)$ broadly lifted off, delivering year-to-date gains exceeding 7.8%, significantly outperforming both the $标普500(.SPX)$ and the $纳斯达克100指
A String of Positive Catalysts: Samsung and SK Hynix Surge—How to Position in Korea’s Core Assets?
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