NH Investment & Securities' Hwang Byung-jin, awarded Best Analyst for Commodities, highlights gold, silver, and copper as top portfolio picks amid ongoing financial repression and global debt concerns.
Japan's stock market rally is seen as a result of financial repression—government intervention to suppress long-term rates amid high debt—signaling a global trend where capital shifts from cash to assets like equities, real estate, and precious metals as inflation outpaces interest rates.
Another change which would be wise would be to move the term structure of #gilt issuance back towards longer term bonds. This would put servicing costs of public debt up a bit but would reduce the amount of refinancing required. The term structure of debt was a past source of stability which was jettisoned too lightly by #georgeosborne ! This may look like #financialrepression but if so it is hardly the 'full fat' version that existed between the 1930s and the 1980s.
RT @Better_Finance: At the @ESMAComms Workshop on inflationary pressures & related #InvestorProtection concerns, @BETTER_FINANCE's @gprache stresses negative impact of #inflation & #FinancialRepression on EU citizens' savings & lists recommendations for policymakers to address this ➡️