ilmscore | Prediction Details
"So, one country where we would uh be a little cautious about is the US. So wait just to take one step back. Sure. 25% went in gold or silver. Then you're like, okay, which are those countries which are good in commodity production, right? You named Brazil. Why Brazil? Brazil is probably very cheap. Okay, it's extremely cheap and it is cheap because it's part of being, you know, it's largely a commoditydriven economy. You can take South America per se, oil and gas, commodities, etc. So, so you would invest in the Brazil index or the Brazil commodities index. So we see frankly we don't I don't have that expertise. So what I would do is id pick up a South America ETF. Okay. It's an easier way to do it. The ETF There's a broad market of South. Yeah. Absolutely. Or you pick up a Brazil ETF to a certain extent. Okay. You can do an ETF. Put it put your money out there. Okay. So you say that is a good investment in today's time. Yes, That is something that because it's focus on commodities and anything else anything. And the valions are cheap. Why is the valution cheap then? because it's commoditydriven and commodities rarely get value frankly speaking. Okay. Now the thing is the last uh you know 5 10 years a literally decade uh you haven't seen a rally in commodities. If it happens if there is a debasement of paper currency you will invariably see real assets do well and real assets would mean commodities doing well. Okay we've seen the initial part come through in gold silver to a certain extent copper has started. Some of these commodities are well represented in the South American interest. Okay. So how much money would you put in Brazil? So that's very difficult. We actually not thought through in that way. But it would still be about a 10% 15% out there. Not Brazil but commodity oriented countries economies. Okay. So Okay. So China is something that we like for tech and the farmer side which is how it's evolving. So we like that segment and I we like India for consumption. Okay. Okay. We believe India the size of you know uh the wealth effect of gold uh the salary increases etc. Plus if you take a 5 10 year view I think the as the per capita GDP moves up you will have consumption doing very well right so that's how we would look at it. One country where we would uh be a little cautious about is the US. So wait just to take one step back. Sure. 25% went in gold or silver. Then you're like, okay, which are those countries which are good in commodity production, right? You named Brazil. Why Brazil? Brazil is probably very cheap. Okay, it's extremely cheap and it is cheap because it's part of being, you know, it's largely a commoditydriven economy. You can take South America per se, oil and gas, commodities, etc. So, so you would invest in the Brazil index or the Brazil commodities index. So we see frankly we don't I don't have that expertise. So what I would do is id pick up a South America ETF. Okay. It's an easier way to do it. The ETF There's a broad market of South. Yeah. Absolutely. Or you pick up a Brazil ETF to a certain extent. Okay. You can do an ETF. Put it put your money out there. Okay. So you say that is a good investment in today's time. Yes, That is something that because it's focus on commodities and anything else anything. And the valions are cheap. Why is the valution cheap then? because it's commoditydriven and commodities rarely get value frankly speaking. Okay. Now the thing is the last uh you know 5 10 years a literally decade uh you haven't seen a rally in commodities. If it happens if there is a debasement of paper currency you will invariably see real assets do well and real assets would mean commodities doing well. Okay we've seen the initial part come through in gold silver to a certain extent copper has started. Some of these commodities are well represented in the South American interest. Okay. So how much money would you put in Brazil? So that's very difficult. We actually not thought through in that way. But it would still be about a 10% 15% out there. Not Brazil but commodity oriented countries economies. Okay. So Okay. So China is something that we like for tech and the farmer side which is how it's evolving. So we like that segment and I we like India for consumption. Okay. Okay. We believe India the size of you know uh the wealth effect of gold uh the salary increases etc. Plus if you take a 5 10 year view I think the as the per capita GDP moves up you will have consumption doing very well right so that's how we would look at it. One country where we would uh be a little cautious about is the US. So wait just to take one step back. Sure. 25% went in gold or silver. Then you're like, okay, which are those countries which are good in commodity production, right? You named Brazil. Why Brazil? Brazil is probably very cheap. Okay, it's extremely cheap and it is cheap because it's part of being, you know, it's largely a commoditydriven economy. You can take South America per se, oil and gas, commodities, etc. So, so you would invest in the Brazil index or the Brazil commodities index. So we see frankly we don't I don't have that expertise. So what I would do is id pick up a South America ETF. Okay. It's an easier way to do it. The ETF There's a broad market of South. Yeah. Absolutely. Or you pick up a Brazil ETF to a certain extent. Okay. You can do an ETF. Put it put your money out there. Okay. So you say that is a good investment in today's time. Yes, That is something that because it's focus on commodities and anything else anything. And the valions are cheap. Why is the valution cheap then? because it's commoditydriven and commodities rarely get value frankly speaking. Okay. Now the thing is the last uh you know 5 10 years a literally decade uh you haven't seen a rally in commodities. If it happens if there is a debasement of paper currency you will invariably see real assets do well and real assets would mean commodities doing well. Okay we've seen the initial part come through in gold silver to a certain extent copper has started. Some of these commodities are well represented in the South American interest. Okay. So how much money would you put in Brazil? So that's very difficult. We actually not thought through in that way. But it would still be about a 10% 15% out there. Not Brazil but commodity oriented countries economies. Okay. So Okay. So China is something that we like for tech and the farmer side which is how it's evolving. So we like that segment and I we like India for consumption. Okay. Okay. We believe India the size of you know uh the wealth effect of gold uh the salary increases etc. Plus if you take a 5 10 year view I think the as the per capita GDP moves up you will have consumption doing very well right so that's how we would look at it. One country where we would uh be a little cautious about is the US. So wait just to take one step back. Sure. 25% went in gold or silver. Then you're like, okay, which are those countries which are good in commodity production, right? You named Brazil. Why Brazil? Brazil is probably very cheap. Okay, it's extremely cheap and it is cheap because it's part of being, you know, it's largely a commoditydriven economy. You can take South America per se, oil and gas, commodities, etc. So, so you would invest in the Brazil index or the Brazil commodities index. So we see frankly we don't I don't have that expertise. So what I would do is id pick up a South America ETF. Okay. It's an easier way to do it. The ETF There's a broad market of South. Yeah. Absolutely. Or you pick up a Brazil ETF to a certain extent. Okay. You can do an ETF. Put it put your money out there. Okay. So you say that is a good investment in today's time. Yes, That is something that because it's focus on commodities and anything else anything. And the valions are cheap. Why is the valution cheap then? because it's commoditydriven and commodities rarely get value frankly speaking. Okay. Now the thing is the last uh you know 5 10 years a literally decade uh you haven't seen a rally in commodities. If it happens if there is a debasement of paper currency you will invariably see real assets do well and real assets would mean commodities doing well. Okay we've seen the initial part come through in gold silver to a certain extent copper has started. Some of these commodities are well represented in the South American interest. Okay. So how much money would you put in Brazil? So that's very difficult. We actually not thought through in that way. But it would still be about a 10% 15% out there. Not Brazil but commodity oriented countries economies. Okay. So Okay. So China is something that we like for tech and the farmer side which is how it's evolving. So we like that segment and I we like India for consumption. Okay. Okay. We believe India the size of you know uh the wealth effect of gold uh the salary increases etc. Plus if you take a 5 10 year view I think the as the per capita GDP moves up you will have consumption doing very well right so that's how we would look at it. One country where we would uh be a little cautious about is the US."
By Finance With Sharan | November 29, 2025 | Pending
From video
Where to Invest NEXT: A Clear Sector Guide for Beginners & Advanced Investors ft. Anirudh Naha FWS81 00:27:47 - 00:27:53
Interpreted Prediction
The US market is viewed with caution due to high valuations and concerns about inflation driven by government spending. There is a possibility of a 10-20% correction in the US market, which could impact global markets.

Prediction Details

Topic
US Market

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