A spectacular rally in commodities prices has taken hold since late-2020, supported by an early recovery in China and big infrastructure spend in the US. Which sectors will be winners in this commodities upcycle? We take a closer look at the upsteam and downstream impact of rising metals, energy, and agriculture prices.
Position for the long-term recovery of the global economy where demand for commodities is expected to rebound, catalysed by rising government-led expenditure.
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Gain exposure to select commodity stocks. They include China Hongqiao Group, Angang Steel, and Zijin Mining.
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