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Stick with Lithium on expected stabilisation

Posted on - 09 Mar 2023

Category - Asset Allocation

It was a tough February for practically all of our battery raw materials baskets with the wider equity markets also succumbing to profit taking after the strong January and amid concerns that inflation may be more difficult to bring under control than many were expecting. The only materials basket that shucked the downward trend was the Midstream basket, with the Korean cathode makers in particular performing strongly. Given our expectation that raw materials markets in general, and lithium in particular, will start to tighten towards the end of March and into April, we stick with our preference for Lithium explorers...

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