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

Equity markets: mixed bag in February

Posted on - 11 Mar 2021

Category - Equity markets

It was very much a mixed bag between the different battery materials markets in February, with differentiation by material and also a lot of regional differentiation in performance. The wider market was robust although there was a factor shift in the second half of the month towards value and the reflation trade, at the expense of growth and within that Tech stocks in particular. Many of the stocks in our Downstream basket, by nature of their performance and the segments they are in, are classified by the wider market as Tech stocks and hence they have been underperformers. The negative...

Login to read full article


Topics

Brine Cobalt Copper Downstream Graphite Hard rock Lithium Manganese Nickel REE Vanadium