Global Mobility/Transport, Equity Long-Short

Mo Aziz

Capital market veteran with 23 years experience with stints as an analyst (sell-side & buyside), investor relations and fund manager. 

My key expertise in the aviation sector. My definition of "aviation" includes airlines, travel tours, airports, airport retail & services, OEMs, online travel agents, aircraft lessors, air cargo/logistics, etc.   

I have an active watchlist consisting 190 companies across 41 countries. The aviation sector is highly cyclical and I am constantly evaluating signals to uncover attractive trade opportunities.

GOLD Tactical Outlook: Downside Risk Re-Emerging

Can Barrick Deliver Blockbuster Earnings To Offload Jurisdictional Baggage Discount?

GOLD Tactical Outlook: The Trend Has (Not) Changed

Same Product, Two Different Prices - The GOLD'en Opportunity

Event-Driven

<ul>
<li>Precious metals have entered a high-volatility, paper-driven regime, but persistent central-bank physical buying and Asian demand continue to anchor long-term value despite violent price swings.</li>
<li>The widening divergence between Western paper prices and Shanghai physical premiums signals liquidation-driven dislocations rather than fundamental weakness, creating tactical entry opportunities for disciplined investors.</li>
<li>Investors should trade short-term volatility while accumulating strategic exposure, as gold and silver remain structurally supported with upside targets of USD5,400/oz and USD105/oz by end-2026.</li>
</ul>


Precious metals have entered a high-volatility, paper-driven regime, but persistent central-bank physical buying and Asian demand continue to anchor long-term value despite violent price swings.
The widening divergence between Western paper prices and Shanghai physical premiums signals liquidation-driven dislocations rather than fundamental weakness, creating tactical entry opportunities for disciplined investors.
Investors should trade short-term volatility while accumulating strategic exposure, as gold and silver remain structurally supported with upside targets of USD5,400/oz and USD105/oz by end-2026.


金と銀がビットコインのように取引されるとき「何をすべきか」

Gold

金と銀がビットコインのように取引されるとき「何をすべきか」