Core Viewpoint - The article highlights the significant appreciation of precious metals and global stock markets in 2025, driven by factors such as yen depreciation and geopolitical uncertainties, suggesting a shift in investment strategies towards diversification and precious metals [2][4][10]. Group 1: Precious Metals Performance - As of December 24, gold prices increased by 70% compared to the end of 2024, marking the largest rise since 1979. Silver and platinum also saw their prices more than double [2]. - The Japanese Precious Metals Market Association noted that both silver and platinum, being smaller markets than gold, experienced substantial price increases in the second half of the year [5]. Group 2: Stock Market Trends - The MSCI All Country World Index, tracked by the popular global equity investment trust "eMAXIS Slim All World Equity," rose by 20% as of December 24 compared to the end of 2024. European stocks, represented by the Stoxx 600, increased by 31%, while the Nikkei index rose by 26% and the MSCI Emerging Markets Index by 28% [7]. - There is a growing sentiment that emerging market stocks have become attractive for diversification due to declining trust in the US and concerns over dollar depreciation [7]. Group 3: Currency and Economic Factors - The depreciation of the yen has led to an increase in the value of overseas assets when priced in yen. The current exchange rate is approximately 156 yen to 1 USD, with the euro appreciating to around 184 yen, marking a 13% increase compared to the end of 2024 [9]. - Expectations of economic stimulus from the European Central Bank and the EU's plans have contributed to the euro's strength against the yen [9]. Group 4: Future Investment Strategies - For 2026, diversification in investment strategies is emphasized, particularly in adjusting allocations away from a heavy focus on US stocks and technology sectors. Investments in precious metals like gold are also recommended as a hedge against currency depreciation and geopolitical risks [10]. - Market analysts suggest that precious metals possess intrinsic value and can serve as effective asset preservation tools, although the volatility of silver and platinum compared to gold should be noted [10].
盘点2025投资什么最赚?
日经中文网·2025-12-26 08:00