16/06/20 -"Gone are the days of bloated miners"
While COVID-19 pandemic has triggered a global recession, the Metals & Mining sector –despite its deep-cyclicality –has done reasonably well, especially over the past one month. Other than easing lockdowns and massive stimulus announcements being catalysts, the sector has also been a major beneficiary of structural transformation since the last crisis. At our upcoming webinar on 11 June 2020, we will be discussing commodities/miners that still have the potential to unlock value in a tricky macro environment.
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