RockTalk: Bullish resources and China expert discusses commodity sector rebound
RockTalk is a Stockhead video series featuring expert guests discussing a new macro topic each week. In this episode, host Peter Strachan digs into the outlook for commodity prices and the extreme differential between their current pricing and those of equities.
Our featured expert this week is Ben Cleary, portfolio manager at Tribeca Investment Partners, located in Singapore.
The pair cover a range of topics, including the rocky couple of years for commodity markets, China’s continued growth despite COVID-19 downturns, the widening commodity and equity price differential, inventory fluctuations, demand confidence in China, underinvestment in new commodity supply and Tribeca’s current portfolio makeup.
So tune in above to hear about the above and more.