Resources beyond the China factor

Duncan Goodwin, head of Global Resource Equities at Barings, says that while there is still much focus on demand from China, he notes that several structural drivers remain intact and there are other drivers of performance now emerging.

Better capital allocation by management, sector restructuring and emergent growth stories in markets such as the US, are among the factors creating these new opportunities. With an improving outlook for earnings, he says valuations now appear particularly compelling.

Close Window
View the Magazine





You need to fill all required fields!