Saturday, 13 February 2016 00:00

Central Banks Continue To Buy Gold

Gold has been on an uptrend in 2016 and there are several reasons to be bullish on gold for the near-term and for the long-term. One of the factors that will drive gold prices higher is the demand for gold coming from central banks globally. The World Gold Council released the “Gold Demand Trends for 2015” and it provides insights…
Saturday, 02 January 2016 00:00

Expect More Energy Sector Bankruptcies

I had opined in my earlier post that oil and gas prices are likely to remain depressed through 2016. As challenging times continue for the sector, I also expect increased bankruptcies. In particular, there are several exploration companies and offshore drillers that have leveraged significantly in good times. If depression persists in the sector, debt servicing will be increasingly difficult…
The year 2015 was among the worst for the oil & gas sector with energy prices slumping to multi-year lows. Oil price remained depressed as a result of the supply overhang coupled with weak consumption trend globally. The year 2016 is unlikely to be any different and I expect oil prices to remain sideways or lower. The chart below provides…
Tuesday, 18 August 2015 00:00

Bearish On Oil In One Chart

There seems to be no end to the bearish trend in oil price. While we remain bullish on oil price from a long-term perspective, there are strong reasons to remain bearish on oil for the near-term. In this article, we present one chart that provides a critical reason for being bearish on oil for 2015 and potentially into 2016. The…
At Disruptive Investor, we are bullish on the long-term prospects for energy and industrial commodities demand in India. With the economy gathering steam, we believe that investors can consider exposure to select oil & gas exploration stocks as well as quality companies in the industrial commodity space. The chart below gives the per capita consumption of oil and industrial commodities…
Thursday, 20 November 2014 00:00

Geo-Political Implications On Oil Producers

As geo-political tensions are on a rise globally, we, at Disruptive Investor, believe that oil can witness volatility in the foreseeable future. We believe that the recent decline in oil prices is a good example of the volatility that is likely over the next few quarters. To explain our point, we are using the chart below that gives the biggest…
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