Asian Metals Market Update for 26th October 2026

October 26, 2026

The current chain of global regime change and chaos was known to me as well as to Peter (Spina) in 2008. We had called it Project 2030, where forced geopolitical boundaries, forced regime change through chaos, mass unrest, and war between religions would happen by 2030. It was one of the key reasons why we advised continuing to invest in gold and silver.

Facebook and social media started around 2008. Mobile phone WhatsApp was started around 2010. WhatsApp replaced Yahoo Messenger globally by 2014. Mobile video streaming for the masses caught up on or from 2012 in Asia and Europe. (except China and Japan). The COVID pandemic was the real game changer, as kids and everyone alike got addicted to Instagram, TikTok, and all forms of social media. The key here was that kids above seven years old were using social media, and they got addicted to it as they grew. Social media was their only family. Only likes and followers mattered.

It was just after the COVID pandemic that it became clear that mass addiction to social media was used by the government and political parties for their own benefit. Now the regime change activists are using the same social media power. I forgot to mention that the introduction of Bitcoin and cryptocurrency around 2012 (correct me if I am wrong on the year) was a part of Project 2030. Cryptocurrency is being used to pay the regime change protestors, religious hatred spread NGO’s and rioters.

I am just trying to connect the dots in history. Migration in Europe started in a big way under Barack Obama presidency. Trump 1.0 tried to stop migrants and failed and was ejected in the re-election big. USA under Biden forced an inflow of human migrants like never before in history in the USA, the UK, Europe, Japan, and South Korea. Migrants got everything for free, while native locals had to pay heavy taxes. Migrants were given immunity from arrest for the crimes committed. Peaceful Native Christian population in Europe paved the way for followers of Sharia in almost every country in Europe. The result is devastating, as can be seen from the current state of affairs in Europe.

Donald Trump got re-elected after Biden but did not stop migration in Europe, Japan, and South Korea. I hear that Japan is importing Sharia followers heavily as labor from Bangladesh. South Korea sees increasing inflows of people from Pakistan. South Korea and Japan will be the next Europe. Chinese men are marrying Pakistani women in a northward graph.

The above is enough to convince me that the current geopolitical stuff started two decades ago and that the current global price rise (post-Iran war) is not the sole reason.

UK and a large number of European countries have asked citizens to store between three days to nine days of drinking water (three litres per person per day), food, and key medicines and first aid. This is the first time since the Second World War.

In my view, the post-Second World War style of democratic capitalism is nearing an end. Closed world. New countries and new national boundaries will be there. Religious polarization and religious brotherhood will be the only uniting factor among people.

The " nation first and religion later theme will soon be history. This will be replaced by religious brotherhood and religious extremism. The purchasing power of paper currency and the purchasing power of electronic currency have sunk this year and will continue to sink this year. Simple, gold is till be best hedge, even as it crashes with more to come.

The economy is controlled through interest rate changes. Since 2001, I have observed that the investment world is focused on inflation, interest rates, and ways to control inflation. Gold has fallen on the expectation that inflation will continue to rise and will result in unanimous interest rate hikes by every central banker once more before Christmas. This theme will continue for the rest of the decade as well.

The next three weeks will be very big. (i) Israel election result. (ii) Federal Reserve meeting and outlook on interest rates. (iii) US September Core PCE inflation number. (iv) US October non-farm payrolls. (v) US Senate election result. (vi) Direction in the Iran war and trajectory of crude oil price. One needs to look for signs of a long-term bottom in gold and silver and a short-term top in crude oil price in the next three weeks.

Asian Tourism sector will be the biggest beneficiary from the chaos in Europe and the Middle East. Indian and Chinese prefer Europe and the Middle East for Christmas and New Year vacations. Thailand, Hong Kong, Indonesia, East Asia, and local inland tourism of India and China will see a big splurge in tourist arrivals between December and February, key travel months of Asia.

Political outcome betting gets big money in Polymarket and similar places. US Senate election result bets have unthinkable bets worldwide in Polymarket, etc. Funds freed after the results of US Senate elections are known will move into silver and Asian stock markets, where FII selling has been huge, like India, Indonesia, etc. Any asset which is fundamentally strong but has seen extreme selling this year should see the start of a recovery phase, followed by a bull run and a FOMO rally. (in the next twelve months on or after 15^th November.)

Spot Silver – Current price: $54.14

50 DAY MA: $62.12
100 DAY MA: 61.89
100-WEEK MOVING AVERAGE: $53.34
KEY RESISTANCE: $54.32
TODAY VIEW: Spot silver has to trade above $53.51 to rise to $56.50.
A mild sell-off will be there below $53.51.
Views are intraday unless otherwise specified.
Currently, silver volatility is very high. Avoid extreme risk-taking while doing intraday trades in silver.
Low-risk traders and low-risk takers trading in silver (spot, futures, and ETF) should preferably be intraday traders.
A systematic investment plan (SIP) or monthly SIP (physical or ETF, your choice) is the best way to invest in silver for the low-risk takers.
Derivative trading in silver is not for the low-risk takers.
Please assess your own risk profile if you intend to do derivative trading in silver or trade in silver futures on any commodity exchange in the world.

DISCLAIMER: The investment ideas provided are purely an independent viewpoint and are solely for collective learning and for academic interests. There is no commercial benefit accruing or deemed to accrue to me out of providing such investment ideas.

The investment ideas shared here cannot be construed as investment advice or so. If any reader is acting on this advice, they are requested to apply their prudence and consult their financial advisor before acting on any of the recommendations made here. I am not responsible to anybody in the event of profits and losses (if any) upon acting on such advice.

I hope that our reader is aware about this well aware of the risk involved in trading in commodity derivative trading.

Disclosure: I trade in India's MCX commodity exchange. I have open positions in India's MCX commodity futures. I do not trade in CME futures or OTC spot gold and spot silver.

NOTES TO THE ABOVE REPORT