INSIGHT PROVIDER
Charles Spencer

Charles Spencer
Over 25-yrs in Global Materials & Soft Commodities

44
Insights
15.8k
Views
47
Followers
Materials Equity Bottom-Up Commodities

Top Sectors

Materials
54%
Consumer Staples
26%
Energy
12%
Industrials
6%
Information Technology
1%
Financials
1%

Top Verticals

Equity Bottom-Up
68%
Commodities
25%
Thematic (Sector/Industry)
7%

Top Entities

Gold
11
Wilmar International
10
Angang Steel Co Ltd (H)
9
Golden Agri Resources
8
SPDR Gold Shares
8
ArcelorMittal
7
Rio Tinto Ltd
6
Select Harvests
6
BHP Group Ltd
5
First Resources
5

Top Countries

China
12.6%
Singapore
8.7%
United States
8.3%
Australia
5.2%
Indonesia
4.3%
Malaysia
3.5%
South Korea
2.6%
Hong Kong
2.2%
Luxembourg
2.2%
India
2.2%
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