Platinum Demand to Grow from 2025 Onwards
​Global platinum demand has stopped falling, with industrial and chemical demand is expected to surpass autocatalyst in 2035.  Though prices may...
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Buying Metals/Mining and Consumer Staples
Commodity prices remain in a secular bull market, and now even gold is joining the rally. This is bullish for global metals/mining stocks (precious...
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EM Metals and Mining:Â Active Fund Ownership Surges to 7-Year High
Surging fund inflows have pushed average holding weights in Metals and Mining stocks to their highest allocation in over 7 years.
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Global Equity Strategy: Stick With Reflation & Reopening Theme
Our bullish outlook remains intact supported by the absence of breakdowns across major global indexes. Until this changes, we believe global...
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TMI Snapshot:Â Platinum Price Hostage to Nikola?
A key driver of the 2020 platinum rally has been increased optimism on hydrogen fuel cell technology. We observe outsized correlations between...
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