The bottom-line is that we are still playing the metals space from the short side, while we don’t hold any energy longs despite it being increasingly attractive from a risk/reward perspective.
What is covered in the Full Insight:
Introduction
China's Economic Outlook
Commodity Market Analysis
Freight Rates and PPI Concerns
Energy Market Dynamics
SUMMARY
(Sign Up to Access)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
Unlock research summaries
Follow top, independent analysts
Receive personalised alerts
Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.