14/10/21 -"Rediscovery as a ‘green transition’ proxy"
Metals & Mining’s dream run (which began in 2020) – on the back of China’s strong rebound and dash for ‘green’ metals – is now under threat. Slowdown (plus systematic) concerns in China and the reversal of ‘record’ monetary easing are pertinent challenges. Interestingly, this scepticism is gathering momentum after most miners announced impressive shareholder rewards in recent months.
However, as commodities remain an important long-term asset class – to play the global green transition thematic, it’s important scout for investment opportunities in a seemingly expensive sector.
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