Close Menu
Fund Focus News
    Facebook X (Twitter) Instagram
    Trending
    • Tata MF temporarily halts new investments in Tata Silver ETF Fund of Fund
    • Don’t judge a fund by a year: 4 large-caps that lagged in 2025 but delivered 20%+ over 5 years – Mutual Funds News
    • SEBI Chief Urges Mutual Fund Trustees To Strengthen Early Warning Systems
    • Mutual funds add 30.14 lakh folios in September to touch 25.19 Crore
    • EPFO board meeting decisions: Withdrawal conditions streamlined to three categories; to form committee to consider RBI proposal on managing funds | Business News
    • Fall coffee drinks to try around the Lowcountry
    • Bitcoin and Ethereum ETF Investments Have Already Topped 2024—Will It Last?
    • University event to raise funds in memory of former West Midlands student Joel Richards killed in Tunisia terror attack
    Facebook X (Twitter) Instagram
    Fund Focus News
    • Home
    • Bonds
    • ETFs
    • Funds
    • Investments
    • Mutual Funds
    • Property Investments
    • SIP
    Fund Focus News
    Home»Investments»Best resource investing bets for a Trump or Harris win
    Investments

    Best resource investing bets for a Trump or Harris win

    July 27, 2024


    But now that U.S. President Joe Biden has withdrawn from the presidential race, Vice-President Kamala Harris, a younger candidate, looks set to inject new vigour into the scuttled Democratic Party.   

    With that, the ‘Trump Trade’ is cooling.   

    Early polls already hint that a Harris vs. Trump election will be tight. That’s according to Reuters on Wednesday.   

    So, what does that mean? 

    Investors are now as clueless as ever regarding who might win in November.  

    It comes back to what Warren Buffett says about mixing politics with your investment strategies… Don’t do it!  

    And it looks like the Oracle of Omaha was spot on again.  

    Expect more volatility into November

    In Australia, we’re somewhat sheltered from the spectacle unfolding in the States. But as commodity investors, we can’t ignore it altogether. 

    The world’s largest economy leads the Western rhetoric on war, geopolitics, renewables, nuclear power, and trade tariffs. All of these ‘big issues’ impact the commodity market.  

    Take lithium. A Democratic win will likely lead to further development of renewables, EVs, and lithium-ion batteries. That could cause a rally in lithium stocks on the ASX.  

    However, under a Republican administration, fossil fuel companies would flourish, given Trump has been a vocal supporter of domestic oil and gas production. 

    Echoing former Alaskan Governor Sarah Palin, Trump’s energy policy can be summarized in three words: “Drill, baby drill!”  

    Trying to guess who might win in this coming election and aligning your portfolio accordingly is a fool’s game. 

    Each candidate has diverging policies with varying implications for commodity markets, particularly those linked to energy.  

    Yet, through the fog, some political agendas look far more certain regardless of who wins in November.  

    Temperature rises on China-US relations

    At the Republican National Convention last week, Trump and his newly minted running mate, JD Vance, ramped up the “America First” narrative. Not surprisingly, both politicians were keen to parade China as the bad guy. 

    There’s little doubt that a Trump-Vance leadership would seek to intensify trade wars against China, something Trump initiated when he took office in 2017.  

    Nothing rallies a nation like a common enemy, and Trump looks set to juice this strategy again. But amping up hostilities could be very good for one area of the commodity markets — critical minerals.  

    China holds a firm grip on supply of rare earths, graphite, and cobalt thanks to its mining and processing dominance. So, why would these types of stocks do well under rising tensions? 

    Critical minerals remain China’s most effective tool against Western trade hostilities. For the most part, it’s kept this ace up its sleeve. 

    However, as pressure mounts on the Middle Kingdom, the probability of China weaponizing its trade dominance over these key materials grows. These minerals are crucial for modern-day manufacturing, from defence, tech and renewables.  

    After a 12-month hiatus, stocks tied to this group of commodities could return with a vengeance if Trump raises the temperature on U.S.-China relations.   

    The key stocks to watch will be companies already in production or capacity to supply the West with an alternative supply within three to five years.   

    A few names pop out here, including Lynas (ASX: LYC), Arafura Rare Earths (ASX: ARU) or the advanced graphite developer Renascor (ASX: RNU).  

    So, what about the other side of the political divide?

    This is where you don’t need to apply much political guesswork. 

    The hardline stance against China is one of the few bipartisan policies among Republicans and Democrats.   

    While the world barely knows what to expect from Harris, so far, it looks as though she’ll follow along with Trump’s China-bashing style. 

    Here’s an extract from one of her speeches in late 2022 after visiting Japan: 

    “China is undermining key elements of the international rules-based order. China has challenged the freedom of the seas. China has flexed its military and economic might to coerce and intimidate its neighbours.” 

    “We will continue to fly, sail, and operate undaunted and unafraid wherever and whenever international law allows.” 

    And in 2019, she co-sponsored the Hong Kong Human Rights and Democracy Act, which aims to promote human rights in Hong Kong and sanction officials involved in “undermining Hong Kong’s fundamental freedoms and autonomy.”  

    These statements certainly aren’t winning any friends in Beijing.  

    As far as I can tell, the U.S.’s ramp-up against China is as close to a sure bet as you can get, regardless of who wins.  

    — James Cooper is a geologist based in Australia who runs the commodities investment service Diggers and Drillers. You can also follow him on X @JCooperGeo.





    Source link

    Share. Facebook Twitter Pinterest LinkedIn Tumblr Telegram Email

    Related Posts

    Bitcoin and Ethereum ETF Investments Have Already Topped 2024—Will It Last?

    October 13, 2025

    Sanlam Collective Investments fined R10.6m for failing to comply with FIC Act anti-money laundering rules

    October 13, 2025

    Malaysia concludes Expo 2025 Osaka with RM24.45b in potential trade and investments, says Miti sec-gen

    October 12, 2025
    Leave A Reply Cancel Reply

    Top Posts

    The Shifting Landscape of Art Investment and the Rise of Accessibility: The London Art Exchange

    September 11, 2023

    Charlie Cobham: The Art Broker Extraordinaire Maximizing Returns for High Net Worth Clients

    February 12, 2024

    EPFO board meeting decisions: Withdrawal conditions streamlined to three categories; to form committee to consider RBI proposal on managing funds | Business News

    October 13, 2025

    The Unyielding Resilience of the Art Market: A Historical and Contemporary Perspective

    November 19, 2023
    Don't Miss
    Mutual Funds

    Tata MF temporarily halts new investments in Tata Silver ETF Fund of Fund

    October 13, 2025

    Tata Mutual Fund said on Monday it has temporarily suspended new subscriptions, switch-ins, and fresh…

    Don’t judge a fund by a year: 4 large-caps that lagged in 2025 but delivered 20%+ over 5 years – Mutual Funds News

    October 13, 2025

    SEBI Chief Urges Mutual Fund Trustees To Strengthen Early Warning Systems

    October 13, 2025

    Mutual funds add 30.14 lakh folios in September to touch 25.19 Crore

    October 13, 2025
    Stay In Touch
    • Facebook
    • Twitter
    • Pinterest
    • Instagram
    • YouTube
    • Vimeo
    EDITOR'S PICK

    India’s infrastructure bonds thrive amid tight bank deposit environment

    July 23, 2024

    Equity, inverse/leveraged and crypto-asset ETFs favoured by investors in July

    August 11, 2025

    4th of July events near me

    July 18, 2024
    Our Picks

    Tata MF temporarily halts new investments in Tata Silver ETF Fund of Fund

    October 13, 2025

    Don’t judge a fund by a year: 4 large-caps that lagged in 2025 but delivered 20%+ over 5 years – Mutual Funds News

    October 13, 2025

    SEBI Chief Urges Mutual Fund Trustees To Strengthen Early Warning Systems

    October 13, 2025
    Most Popular

    🔥Juve target Chukwuemeka, Inter raise funds, Elmas bid in play 🤑

    August 20, 2025

    💵 Libra responds after Flamengo takes legal action and ‘freezes’ funds

    September 26, 2025

    ₹10,000 monthly SIP in this mutual fund has grown to ₹1.52 crore in 22 years

    September 17, 2025
    © 2025 Fund Focus News
    • Get In Touch
    • Privacy Policy
    • Terms and Conditions

    Type above and press Enter to search. Press Esc to cancel.