Oil near $100, gold plateaus, AI fuels a global capex boom: Hitesh Jain on what investors need to know

Hitesh Jain of Yes Securities outlines a market of ambiguity for crude oil, caught between geopolitical tensions and potential easing. He contrasts the AI investment cycle with the dotcom era, highlighting stronger fundamentals and faster adoption. Jain views India as an AI adoption beneficiary, while silver offers a longer runway than gold due to industrial demand.