Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
Sign in with Google. Opens in new tab
bullish
MMG
Watchlist
Tactical Trading -Revisiting MMG as Copper and Other Base Metals Perk Up
Rikki has highlighted this Insight as a Top Pick
Equity Bottom-Up
313 Views
26 Mar 2025 22:37
Base metals, including copper, have been on the rise due to factors beyond the "Trump tariff bump," driven by increased real world demand and not speculative positioning in futures.
What is covered in the Full Insight:
Introduction to Copper and Base Metals Surge
Impact of Geopolitical Tensions and Tariffs
MMG's Market Position and Growth Prospects
China's Restocking and its Implications
Expectations for Demand from Emerging Economies
SUMMARY
(Sign Up to Access)
Full Insight
(Paid Plans Only, 11-minute read)
Related Insights
More »
Loading
Trending Collections
More »
South Korea
Event-Driven
Japan
India
Index Rebalance
Asia ECM
Sell / Short Ideas
Equity Bottom-Up
Europe Event-Driven
Asia (APAC)
Trending Insights
More »
Why Is LG CNS One of the Hottest Stocks in Korea in the Past One Month? Answer: Stablecoin Platform
Hygon/Sugon Merger: BIG Index Flows on Completion
Toyota Motor (7203 JP) Tactical Outlook: Uncertainty Persists, But Rebound Likely
Ohayo Japan | Limited Retaliation to U.S. Strikes
Quiddity Leaderboard ASX Sep25: Spartan-Ramelius Deal Consequences + Many High-Impact Index Changes
Top Unpaywalled Insights
More »
Curator's Cut: Building Materials Moves, Benchmarking Gold Miners & Semaglutide in India and Japan
[IO Technicals 2025/25] Bearish Momentum Strengthens
VEON (VEON US): Launches Third Phase of Share Buyback Program After Share Pullback
Valuations, Visas & Venture Pullback: An Equity + M&A Overview of the Education Sector in Q1 2025
Overview #27 – The Big Beautiful Tragi-Comedy Continues
Discussions
(Paid Plans Only)
Price Chart
(Sign Up to Access)
Insight Stream
US Treasuries: YOU BREAK IT YOU BOUGHT IT!
12 Jun 2025
Overview # 28 – Capital Flows into Hard Assets Continue
08 Jun 2025
From Rust to Riches: The Next Copper Boom
28 May 2025
Overview #16 – And the Beat Goes On
22 Feb 2025
MMG Limited Releases Interim Results
14 Aug 2024
Mmg Limited 1208.HK - It's Got It All - Copper, EV's, and AI!
19 Apr 2024
Top
For Institutional Investors and Financial Services
For Corporate IR and Strategy
For Private Wealth Intermediaries
Pricing
Who We Are
Careers
FAQs
Research Provider Solutions
Syndicate your Publications
Compliance
Terms of Use
Privacy Policy
Press Kit
RSS Feeds
Request a Free Trial
Avail a Transition Account
Guest Posts on Smartkarma
Other Enquiries
Join TL;DR Community
Free Weekly Newsletters
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.53.5
x