For years, commodities have largely been viewed through the lens of trading—cyclical assets to buy or sell depending on the next move in prices. But that mindset is beginning to change as structural shifts such as deglobalisation, energy transition, infrastructure spending, supply-chain realignment and geopolitical uncertainty reshape commodity markets.
Gold has already established itself as a strategic asset for Indian investors, but the opportunity is increasingly extending to silver, copper and other critical commodities. At the same time, the traditional equity-debt portfolio may not always offer adequate diversification during inflationary or geopolitical shocks, making commodities an increasingly relevant portfolio sleeve rather than simply a trading opportunity.
