DNB renewables fund spots rare earth metals opportunity amid US-China trade war

Jonathan Boyd
DNB renewables fund spots rare earth metals opportunity amid US-China trade war

The latest monthly update of the DNB Renewable Energy fund has highlighted the contribution on a year to date basis of rare earth metals supplier Lynas Corporation, which being based in Australia and Malaysia stands to benefit from any Chinese implementation to limit its own exports of the elements in response to further US tariffs on imports of Chinese goods. On a YTD basis to the end of May, Lynas stock was the biggest contributor to absolute performance of the fund, some 234 bps (albeit...

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Jonathan Boyd
Author spotlight

Jonathan Boyd

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