The obvious winners are always in an investor’s radar. No matter what they do, there’s no escaping the noise. The stories and performance are difficult to ignore. And investors slowly gain courage to do more in the obvious winners. Gold and silver prices have become dinner time conversation.
But obvious winners were at some point unexpected winners. Precious metals seemed an old fashioned idea in front of bitcoin and other cryptocurrencies.
The India story is making waves with global audiences and the Nifty has hit multiple new highs this week. Meanwhile, a much more unexpected story is playing out. The Hang Seng tech index has seen a ~20% up move this week after a lot of speculation about how China will recover.
Seeking the unexpected winners can result in better outcomes. The journey may not be smooth, but it is rewarding.