Resources beyond the China factor

Jonathan Boyd

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.

Jonathan Boyd
Author spotlight

Jonathan Boyd

Editorial Director of Open Door Media Publishing Ltd, and Editor of InvestmentEurope.

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