Topic 1: THEMES FOR THE FUTURE

It never ceases to amaze us how much can happen in a year. Exactly 12 months ago, inflation was low, oil was under $50 per barrel, and virtually no one had taken the vaccine against COVID-19.

We can't even imagine what we'll be talking about 12 months from now. No one can predict the future; otherwise, we'd all be multi-billionaires.

However, several key investment themes are emerging for the next 3-5 years, which we would like to elaborate on further.

1. TRANSITION TO NET-ZERO

As countries across the globe gears up towards reducing carbon emission, the demand for coal and fossil fuels shall decline steadily. To enable the transition, governments worldwide shall expand spending on renewable energy.

From an investment standpoint, the opportunities aren't just limited to the companies that manufacture wind turbines or solar panels. These projects will lead to a growing demand for certain industrial metals such as copper, graphene, & lithium, putting upward pressure on prices.



2. ACCELERATION IN CRYPTOCURRENCY ADOPTION

The cryptocurrency saw an incredible surge in adoption in 2021. Some of the cryptocurrencies saw a meteoric rise in their value during the year, tempting us to invest in these digital currencies. As per the survey by Grayscale Investments, these digital currencies shall witness a further increase in adoption rate even in 2022. Some billionaire investors like Ray Dalio, Paul Tudor Jones, and Peter Thiel have touted bitcoin over gold as a hedge against the current inflationary environment.



#Word of Cautious: One must note that these cryptocurrencies are highly volatile. Also, they are highly vulnerable to government regulations and social media activities. We believe it is in the best interest of the investors to avoid such speculative bets.

3. NEW BUZZWORD: METAVERSE:

Metaverse has been a hot topic ever since Facebook changed its name to Meta. Metaverse will create a hyper-real digital alternative world for you to coexist in it. It shall incorporate augmented reality, virtual reality, 3D holographic avatars, and other means of communication. There have been talks of the virtual world even before. However, this time around, big corporations' involvement (such as Facebook, Microsoft, Baidu) makes it more likely that it will be different this time. While Metaverse is poised to become a trillion-dollar industry, it is still in a very early stage. It is impossible to say which companies or Metaverse should benefit from this trend at this stage.


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