Investment Opportunities in Times of Geopolitical Tensions
The current geopolitical situation, characterized by global conflicts and unrest, has led to a significant increase in demand for military goods, critical raw materials, and precious metals such as gold. These trends have brought companies like Rheinmetall, Globex Mining, and Barrick Mining into focus for investors.
Military Equipment
Rheinmetall benefits from the rising demand for military goods driven by geopolitical tensions and conflicts. The company is a leading provider of military equipment and technology, making it an attractive investment for investors looking to capitalize on the current geopolitical situation.
Critical Raw Materials
The demand for critical raw materials is also increasing due to their importance for modern technologies and infrastructures. Companies operating in this sector could benefit from this development.
Gold
Gold is considered a safe investment in uncertain times and has therefore benefited from the rising demand. Barrick Mining, formerly Barrick Gold, is one of the largest gold producers worldwide and has achieved solid operational and financial performance in the first quarter of 2025. Despite the fact that gold has risen by over 80% in the last three years, Barrick’s stock has not benefited to the same extent, which makes it a potentially attractive investment.
Globex Mining also offers interesting prospects, particularly due to its diversified portfolio structure and the potential to benefit from rising gold prices. The stock has shown strong performance in recent months, making it an attractive investment for investors betting on the gold market.
Geopolitics and Human Rights Concerns
The rising demand for military goods and raw materials is often driven by geopolitical tensions and conflicts that may raise human rights concerns. Investors should be aware of these ethical aspects and make their investment decisions accordingly.
Investment Opportunities
- Rheinmetall: Benefits from the rising demand for military goods.
- Globex Mining: Offers opportunities through its diversified portfolio structure and the possibility of benefiting from rising gold prices.
- Barrick Mining: Has a potential of about 37% according to expert estimates, as the stock appears undervalued, even though the company shows solid operational performance.
Overall, these markets offer interesting investment opportunities, but investors should carefully weigh the geopolitical and ethical aspects.