H1 digest: Small caps overtake precious metals as H1 FY27's best performer
Why now
Thesis: Small-cap leadership replaces precious-metals outperformance
Catalyst to watch: Continued small-cap earnings or rate moves
Main risk: Rotation may be short-lived if rates rise
Why it matters
Small caps overtaking precious metals as best H1 performer signals rotation from defensive metals into riskier equities.
Sources
- googlenews · news.google.com · 2026-09-28 08:30 UTC
- googlenews · news.google.com · 2026-09-28 08:30 UTC