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"There’s Gold in Them Thar Hills" – Value in the Diversified Mining Sector

209 Views30 Apr 2024 06:00
​BHP bid for Anglo highlights value in the mining sector. The long-term underperformance of the sector is in the process of being reversed and has a long way to travel.
What is covered in the Full Insight:
  • Value in the Diversified Mining Sector
  • BHP's Bid for Anglo American
  • Growing Interest in the Commodities Market
  • Investment Risks in the Copper Market
  • Performance of Chinese Material Stocks and Future Projections
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Rikki Malik
Asia L/S Equity PM/Macro/Thematic Idea Generation
EquitiesCross Asset StrategyThematic (Sector/Industry)
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