SECTORS & THEMES

Two ETFs to play a commodity-driven reflation

With equities taking a breather, commodities are picking up steam, led by Crude, Copper and the whole Agri spectrum. This is likely to drive a rebound in inflation. Here are two ways to play it.

Johan Widmark

Mar 27, 2024 — 4 min read

After a longer period in the shadows compared to other assets, 2024 has shown signs of a serious recovery for commodities. In March, Crude broke out on the upside and the economically important Copper did too.

AI boom about to create bottleneck in HBM chips, where Nvidia's supplier SK hynix holds a 60% market share. Here’s how it will triple earnings

This will result in mid-single-digit P/E by 2025-26e. Here’s how.

TALLINK: All about the Dividend

Q3 Sales and Profits beat estimates, but the economic downturn affects demand. In 2025, we assume an economic recovery leading to a double- digit underlying profit growth. We expect dividend policy payouts each year in 2024-26.

Model Portfolio up 28% (vs SPX 17%) on strong $RDDT and Silver - now adding SK Hynix on surging HBM chip demand

Model Portfolio now up 28% vs SPX at 17%. Adding SK Hynix as HBM chips are next in line to benefit from AI's explosive growth. With a strong market lead and high margins, SK Hynix is positioned for growth.

Basket of biotechs most likely to benefit from advances in AI in 2025

While AI has driven rapid gains in semiconductors, its impact on the real economy is lagging, especially in biotech. Here, we present an equal-weighted basket of seven biotechs, up 38% in the past year, including Alnylam and Sarepta, expected to benefit from AI in 2025.

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AI boom about to create bottleneck in HBM chips, where Nvidia's supplier SK hynix holds a 60% market share. Here’s how it will triple earnings

TALLINK: All about the Dividend

Model Portfolio up 28% (vs SPX 17%) on strong $RDDT and Silver - now adding SK Hynix on surging HBM chip demand

Basket of biotechs most likely to benefit from advances in AI in 2025