Gold and electric vehicles (EV) top the list of investment themes inspiring ASX shares investors in FY25, according to a survey of 2,000 Aussie investors conducted by online trading platform, Stake.
Let’s find out what other themes are exciting investors as we head into the new financial year.
Top 5 positive investment themes for FY25
Gold
Gold was the most popular investment theme for FY25, with 49% of survey respondents feeling positive about the commodity.
And no wonder, really. The gold price skyrocketed in the first half of 2024, ascending from US$2,034 per ounce on 28 February to an all-time high of US$2,449.89 on 21 May.
Examples of ASX gold shares include Newmont Corporation CDI (ASX: NEM), Northern Star Resources Ltd (ASX: NST), Bellevue Gold Ltd (ASX: BGL), and ASX gold ETF Global X Physical Gold ETF (ASX: GOLD).
EVs
The survey found 46% of Australian investors are still positive on EVs, despite reports of softening global demand. In terms of stocks, Tesla Inc (NASDAQ: TSLA) is the most obvious direct way to invest in EVs. However, among ASX shares, investors can gain exposure to the theme by purchasing ASX lithium shares.
Examples of lithium stocks include Pilbara Minerals Ltd (ASX: PLS), IGO Ltd (ASX: IGO), Core Lithium Ltd (ASX: CXO), Arcadium Lithium CDI (ASX: LTM), and Liontown Resources Ltd (ASX: LTR).
Artificial intelligence (AI)
The survey found 44% of investors are optimistic about the artificial intelligence (AI)Â investment theme.
There are other ways to gain exposure to AI besides buying big-tech US stocks like Nvidia Corp (NASDAQ: NVDA).
For example, AI was a significant driver of the 73.1% rise in Goodman Group (ASX: GMG) shares last year. Australia’s largest real estate investment trust (REIT) is busy building data centres all over the world.
You can check out The Fool news team’s recommendations for AI stocks here.
Lithium
Lithium commodity values have plunged over the past two years, so it’s interesting to see lithium remaining top of mind for ASX shares investors, with 42% of respondents still positive on the theme.
Copper
The red metal is set to play a significant role in the world’s decarbonisation. This is because it’s a cheap and effective electricity conductor used in EVs, wind turbines, solar energy systems, and data centres.
According to the survey, 41% of ASX shares investors like the copper theme. The commodity price has risen by more than 15% in 2024 so far.
Examples of ASX copper shares include Sandfire Resources Ltd (ASX: SFR), Aeris Resources Ltd (ASX: AIS), WA1 Resources Ltd (ASX: WA1), and FireFly Metals Ltd (ASX: FFM).
The post Top 5 investment themes exciting ASX shares investors in FY25 appeared first on The Motley Fool Australia.
Should you invest $1,000 in Bellevue Gold Limited right now?
Before you buy Bellevue Gold Limited shares, consider this:
Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Bellevue Gold Limited wasn’t one of them.
The online investing service heâs run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*
And right now, Scott thinks there are 5 stocks that may be better buys…
See The 5 Stocks
*Returns as of 10 July 2024
More reading
- Here 3 ASX lithium shares to watch for FY25
- Here are the top 10 ASX 200 shares today
- Are Liontown Resources shares a buy after surging 9% this week?
- Why did Goldman Sachs just upgrade Core Lithium shares?
- Is it time to dive back into ASX lithium shares?
Motley Fool contributor Bronwyn Allen has positions in Core Lithium and Goodman Group. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Goodman Group, Nvidia, and Tesla. The Motley Fool Australia has recommended Goodman Group and Nvidia. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.
Leave a Reply