--- title: "Three Essential Assets in Turbulent Times | Tang Niu" description: "In the recent geopolitical tension, gold, oil, and military stocks are regarded as three essential assets. Despite market volatility, experts advise investors who do not hold these assets not to rush " type: "news" locale: "en" url: "https://longbridge.com/en/news/277383771.md" published_at: "2026-03-02T01:12:07.000Z" --- # Three Essential Assets in Turbulent Times | Tang Niu > In the recent geopolitical tension, gold, oil, and military stocks are regarded as three essential assets. Despite market volatility, experts advise investors who do not hold these assets not to rush into buying, especially gold, as it performs well when risks increase. Oil prices may rise due to supply disruption risks, and military stocks benefit from countries increasing their defense budgets. Investors should operate cautiously and gradually accumulate assets to diversify risks Last weekend, the United States and Israel attacked Iran's capital Tehran, while Iran simultaneously targeted American bases located in Kuwait, the UAE, Qatar, and Bahrain. Today, Hong Kong stocks and global stock markets are bound to be volatile, but three types of assets—gold, oil, and military stocks—could benefit. ## Do not recommend chasing high today if you don't have positions Gold, as a traditional safe-haven asset, often performs well when geopolitical risks rise. If it breaks through the historical high of $5,500, I wouldn't be surprised. Regarding oil prices, due to the potential disruption of oil supply and significant maritime traffic variables, a rebound in oil prices is quite reasonable, and oil stocks will naturally benefit. Lastly, military stocks are straightforward; they are the beneficiaries of increased military budgets by various countries. Note that while the title mentions three essential assets, I absolutely do not recommend chasing high today if you don't have positions. Firstly, the risk-reward ratio is lacking, and secondly, if the war ends quickly, the trend will certainly change 180 degrees. Therefore, the best strategy is to slowly accumulate when the market is calm. I have always held positions, which again proves the importance of diversified assets, risk dispersion, and enhanced returns. **Tang Niu** fb: https://www.fb.com/tongcow88 IG: https://instagram.com/tongcow\_88 YouTube: https://www.youtube.com/channel/UCLwEpfQ6w1d-MUVlAS86QcQ Threads: https://www.threads.net/@tongcow\_88 This column is published every Monday and Wednesday ### Related Stocks - [NEM.US - Newmont](https://longbridge.com/en/quote/NEM.US.md) - [AEM.US - Agnico Eagle Mines](https://longbridge.com/en/quote/AEM.US.md) - [600547.CN - SD-GOLD](https://longbridge.com/en/quote/600547.CN.md) - [KGC.US - Kinross Gold](https://longbridge.com/en/quote/KGC.US.md) - [600489.CN - ZHONGJIN GOLD](https://longbridge.com/en/quote/600489.CN.md) - [GOLD.US - Gold.com](https://longbridge.com/en/quote/GOLD.US.md) - [GOEX.US - GLOBAL X Gold Explorers](https://longbridge.com/en/quote/GOEX.US.md) - [82824.HK - EFUND GOLD MI-R](https://longbridge.com/en/quote/82824.HK.md) - [GLD.US - SPDR Gold Shares](https://longbridge.com/en/quote/GLD.US.md) - [XLE.US - SPDR Energy Select](https://longbridge.com/en/quote/XLE.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 星路科技夥拍加拿大礦商 推出本港首個金礦 RWA 產品 | 復星國際旗下的星路科技與加拿大 Midas Gold Resources 及 AnchorV 籤署合作協議，推出香港首個以金礦為底層資產的 RWA 產品。該項目僅限合資格專業投資者，計劃逐步連接香港、新加坡等市場的合規交易渠道。Midas | [Link](https://longbridge.com/en/news/277451933.md) | | 貴金屬 - 美國和以色列對伊朗的襲擊引發避險需求，黃金價格上漲超過 2% | 黃金價格因美國對伊朗的襲擊而上漲超過 2%，達到每盎司 5,395.99 美元，此次襲擊導致最高領袖阿亞圖拉·阿里·哈梅內伊遇害。這一升級加劇了對更大沖突的擔憂，促使投資者湧向黃金等避險資產。美國黃金期貨也上漲了 3.1%。軍事衝突預計將擾 | [Link](https://longbridge.com/en/news/277439074.md) | | 若油氣基礎設施被打擊，油價或衝擊 120 美元！後續關鍵在霍爾木茲 | 花旗上調短期布倫特原油預測價格至 85 美元，並警告若出現油氣基礎設施被打擊的極端情景，布油恐飆至 120 美元。滙豐指出，如果霍爾木茲海峽原油運輸要道斷航，將令 OPEC+ 約 4.6 百萬桶/日的閒置產能淪為擺設，這些產能根本無法運出， | [Link](https://longbridge.com/en/news/277423154.md) | | 由於中東的大部分地區加入了俄羅斯的禁飛空域名單，航空公司被迫在這一小片天空中運營 | 航空公司正被迫擠入這片狹小的空域，因為中東的大部分地區與俄羅斯一起被列入了禁飛名單 | [Link](https://longbridge.com/en/news/277517376.md) | | 全球市場：亞洲油價飆升，股市面臨壓力 | 亞洲油價飆升，布倫特原油上漲 9%，達到每桶 79.42 美元，原因是中東地區的軍事緊張局勢。投資者紛紛湧向債券和黃金等避險資產，而美國和以色列對伊朗的打擊則引發了對石油供應中斷的擔憂。標準普爾 500 指數和日經指數期貨下跌，反映出市場的 | [Link](https://longbridge.com/en/news/277375471.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.