SE Asia Consulting ’s Post

Copper has long been referred to as "Dr Copper" as the price of this conductive, versatile metal provides a good barometer of the global economy's health, given its myriad of end-use applications. But, could this metal become a scarce resource? Truffle Equity Analyst Thishan Govender CA(SA), CFA shares insights on copper’s supply and demand dynamics and the outlook for the “green” metal as the world tackles the challenges of climate change. https://lnkd.in/diSkRUqr #TruffleAssetManagement #copper #investmentperformance #investmentmanagement #truffleinsights

The potential investment case for silver 💼✨ Silver is rare and has limited supply, which can increase its value over time as demand exceeds production. 👀A highly sought industrial commodity, used in many sectors including technologies like electric vehicles and solar 🛡️It has a low correlation to other asset classes, including equities and fixed income Learn more here: https://ow.ly/YOeO50RroRi 👈 #silver #gold #preciousmetals #commodities #ETFs

Next week, I will be moderating the Panel session ‘Responsible Returns: ESG Frameworks in Commodities Investing’ at Commodity Trading Week. The Panel includes Natalie Bellis Charles Stephenson and Rebecca Harding. Please join us there ! #commoditytradingweek #commoditytrading #criticalrawmaterials #energytransition #copper #batterymetals #sustainablemining #climatefinance https://lnkd.in/ex_ExsJ7

Critical minerals are high on the agenda for investors, corporates and nations. Long-term demand-supply dynamics may put the world on the cusp of a new commodity super cycle.  However, not all minerals, mines or companies will prove profitable. In our latest Foresight article, Of critical importance, Simone Rouse, CFA explores the complex landscape and where Mutual Trust Pty Ltd recommends gaining portfolio exposure. https://lnkd.in/gwTYPK5V #wealthmatters #wealthmanagement  #whatmattersmost  #intergenerationalwealth Jessica Davenport Stella Ng, CFA Bruce Budd Hemant Govan Jono Gourlay, MAppFin, FFin, B.A.(Hons)

From lithium to gold, we delve into commodities’ current trends and dynamics, offering insights into the forces shaping markets. Read more: https://ow.ly/sT5U50T1LEa Unlock a world of opportunities with our diverse investment products and solutions across asset classes: https://ow.ly/aNrV50T1LE9 Investment involves risk. #abrdnInvestments

From lithium to gold, we delve into commodities’ current trends and dynamics, offering insights into the forces shaping markets. Read more: https://ow.ly/92tt50Tavr8 Unlock a world of opportunities with our diverse investment products and solutions across asset classes: https://ow.ly/j5xq50Tavr9 Investment involves risk. #abrdnInvestments

Gold miners face a challenging year ahead, with ESG, capital, and cost pressures front of mind. How can gold miners mitigate the impact of these risks and find opportunities amid the disruption? https://lnkd.in/dZynAJ2E

Read our latest update on #China's rapidly growing #carbon #market including expanding its Emissions Trading System (ETS) to include cement, #steel, and aluminum production by the end of the year and the inclusion criteria that emerging carbon #markets must meet in order to be included in the KraneShares Global Carbon Strategy ETF (Ticker: KRBN). Read: https://rebrand.ly/btgz79r #ETFs #investing

Gold miners face a challenging year ahead, with ESG, capital, and cost pressures front of mind. How can gold miners mitigate the impact of these risks and find opportunities amid the disruption? https://lnkd.in/gKNG-y7n

Gold miners face a challenging year ahead, with ESG, capital, and cost pressures front of mind. How can gold miners mitigate the impact of these risks and find opportunities amid the disruption? https://lnkd.in/emFTrCpA