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
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
Gold Hits New All-Time High — Is $5,000 This Year Really That Crazy?
Lately, the question everyone keeps asking is pretty simple: “Gold has already run this far — is there still upside?”The most intriguing aspect of gold's recent performance isn't the magnitude of its gains, but its remarkable resilience after hitting historic highs—it simply refuses to fall. Many anticipated a sharp downward move, only to see the price consolidate at elevated levels. Today, gold reached a new all-time high of $4,722.78.Looking at gold ETFs, the overnight session tells the same story. $SPDR Gold ETF(GLD)$ was up 2.83%, $Gold Trust Ishares(IAU)$ gained 2.89%, and $VanEck Gold Miners ETF(GDX)$ jumped 3.83%. On the leveraged side,
Since the start of 2026, copper prices have remained volatile but biased higher. On January 14, LME copper surged to $13,407 per ton, marking a new all-time high. As of today, copper is trading at $12,939.5 per ton. While prices have seen some intraday fluctuations and a modest rebound, copper has clearly slipped back below the $13,000 level.Copper ETF Performance: Most copper mining-themed ETFs have delivered annualized returns exceeding 10% since the start of the year. The recent pullback following copper's price surge is also reflected in the after-hours price movements of copper ETFs. In today's after-hours trading, $Global X Copper Miners ETF(COPX)$ —the largest fund by assets—fell 0.01%, while $United S
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
History Repeats? What Do Consecutive Margin Hikes in Silver Really Mean
Over the past week, CME has raised margin requirements on precious metals contracts three times in a row, reigniting discussions across the market. Many traders are once again asking whether the exchange is adjusting risk parameters in response to market conditions.This kind of debate is nothing new. Similar arguments have surfaced repeatedly in past episodes whenever sharp moves in silver prices were followed by rapid margin increases.Looking back at the silver market in 2011, the pace of margin requirement adjustments and the price action that followed may offer a more sober reference point for today’s market.Between April and May 2011, silver prices surged rapidly, reaching an all-time high of nearly USD 50 per ounce in late April to early May. The rally was soon followed by a sharp col
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 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