Striebro %-uálne predčí zlato
Podľa Roubiniho analytikov bude mať striebro v krátkodobom horizonte lepšie percentuálne zhodnotenie ako zlato. Pri predikcii berú do úvahy ako technické tak aj fundamentálne aspekty. Avšak my tvrdíme, že nie len v krátkodobom, ale aj v dlhodobom bude lepšie zhodnocovať. Faites Vos Jeux.
Silver's long-term fundamentals point to a life of underperformance versus gold, the metal might well outperform in the short-term.”
Roubini analysts point to technical as well as fundamental drivers –which, in their opinion - have built a case for a silver rally. They also make a case for the fact that “silver's higher price volatility as compared to gold’s price volatility opens up short-term opportunities for higher capital gains.”
We, of course, approach the white metal (as we do gold) mainly from the perspective of fundamentals. Not a bad perspective at the moment, albeit it is still a market in surplus. Roubini observers opine that: “silver is better placed than gold to enjoy the global recovery in industrial production. While non-investment demand accounts for 94% of total demand for silver, non-investment demand accounts for only 62% of total demand for gold.
Silver has several large-scale industrial uses—photography, silverware, solar panels, etc.—whereas the physical use of gold lies mostly in jewelry. The RGE analysts added that: “Meanwhile, alternative uses for silver have been rising, particularly as demand from the photography industry dwindles due to the shift toward digital cameras. The establishment of new silver exchange-traded funds (ETFs) could also tweak the metal’s price drivers.”
Článok:www.commodityonline.com
04.03.2010
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