In 2025, gold-mining stocks are generally outperforming the price of gold, driven by high gold prices and improved operational efficiencies. The VanEck Gold Miners ETF (NYSE: GDX), a key benchmark for gold-mining stocks, surged 52.7% year to date through July 2025, compared to gold’s 25.35% gain. The UBS team still sees upside for companies that they view as turnaround stories that are a far better value than the large-cap sector giants that have roared higher over the past few years.
We screened the UBS current best ideas and all offer attractive entry points. Here’s what we found.
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