Stay Defensive in October
It’s been a pretty torrid time in equity markets over the past 4-6 weeks and that looks set to continue with a host of macroeconomic …
It’s been a pretty torrid time in equity markets over the past 4-6 weeks and that looks set to continue with a host of macroeconomic …
Last month we flagged the potential for weakness in mining stocks due to the northern hemisphere summer and, indeed, August was a torrid month for …
Summer is a seasonally weak period for mining stocks and, with the lithium restocking event now having petered out, there’s likely to be precious-little support …
Continue reading “Raw Materials could drift in August; Downstream to outperform”
Performance was mixed in June amongst stocks exposed to the battery value chain. The stand out sector was EV makers, while an honourable mention has …
Continue reading “Risk/reward better for lithium explorer/developers”