Despite headline FDI declines, India is seeing record investments from Amazon, Microsoft, and other tech giants. Incentives, cheaper infrastructure, tax relief, and a vast market are driving long-term bets on AI, cloud, and digital infrastructure, even as short-term flows wobble.

Copper fuels India’s EVs, solar, grids, and data centres. Rising demand and limited supply make it one of India’s most strategic metals.

Silver’s surge past 59 dollars an ounce, with a 103% year-on-year rise, has pushed it into multibagger territory. With ETFs crossing 1.1 billion ounces, traders now view silver as both a hedge and a high-beta opportunity.