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The Economic Times
The Economic Times
Business
Nandini Sanyal

Oil near $100, gold plateaus, AI fuels a global capex boom: Hitesh Jain on what investors need to know

Hitesh Jain, Executive Vice President at Yes Securities, shares his outlook on crude oil, precious metals, and the sustainability of the AI investment cycle.

The world is navigating an unusual economic crossroads — oil prices hovering near triple digits, gold stabilising after a historic run, and artificial intelligence triggering a capital expenditure wave that some are comparing to, yet distinguishing sharply from, the dotcom era. Here is what the data and expert analysis suggest about where markets are headed.

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