Generic selectors
Exact matches only
Search in title
Search in content
Search in posts
Search in pages
Filter by Categories
Asset Allocation
Data update
Development News
Equity markets
Exploration News
Features
Finance/M&A
News & Views
Sponsored
The Drill Bit
Trade & Demand
Uncategorised

News

Downstream outperforms in June

Posted on - 13 Jul 2021

Category - Equity markets

Our Downstream equity basket was the clear outperformer in June, trouncing all of our materials equity baskets by a wide margin. The abatement of inflation concerns and a consequent recovery in tech equity performance was the primary cause. The biggest winner was BYD (HKG:1211), which rose 24% in US$ terms for the period as Chinese EV producers were well-bid. Samsung SDI (KRX:006400) was also up by double digits, as the Korean battery producers also benefited from a strong run. Tesla (NASDAQ:TSLA), which has had a tough few months, was also in the green for the month as it recovered from...

Login to read full article


Topics

Brine Cobalt Developers Downstream Graphite Hard rock Manganese Nickel Producers REE Vanadium