Geopolitical tensions push up commodity prices, private equity firms cautiously embrace the resource sector.

The current market triggered by geopolitical situations, can it drive oil and gas, gold and other individual stocks to become the new main theme in the A-share market? On this issue, there are significant differences in views among several interviewed private equity institutions. At the same time, the high volatility of international oil prices has also prompted some private equity institutions to turn their focus to the long-overdue adjustment in the new energy sector. It is worth noting that the latest investment layout and strategies for resource products have relatively focused on the precious metals sector within the current private equity industry, while the investment interest in the oil and gas sector is relatively subdued.