Morgan Stanley’s “Major Theme” is stick with metals — gold, silver, copper, and aluminium | Metals Mine

  • Morgan Stanley’s “Major Theme” is stick with metals — gold, silver, copper, and aluminium

    From marketindex.com.au

    Precious and base metals were among the standout performers of 2025. Gold and silver surged as investors sought hard assets amid geopolitical uncertainty and falling yields, while copper and aluminium rode a powerful combination of supply constraints and structurally rising demand tied to electrification and energy transition themes. The obvious question now confronting investors is the million-dollar one: can the metals rally continue into 2026? Morgan Stanley thinks it can. In its latest China and the Miners research note, the investment bank has doubled down on its positive view toward precious and base metals — ... (full story)

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