MB Commodity Corner

MBCC TH 18th Feb'25 - "Is there a manufacturing recovery or a one off, will the rotation continue? What is the one asset that is mispriced here and yet to move?"

Maleeha Bengali's avatar
Maleeha Bengali
Feb 18, 2025
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This year has seen a massive rotation out of US and into China/EU. Also the Mag7 have done nothing vs. other riskier assets, will this continue?

How to play this in commodities?

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