Q: Without China due to their economic problems will Copper prices go up. Demand in other areas increasing EVS, Utilities, Home Builders, AI etc outlook looks good for demand. What about price .
If Trump and Canada and other countries hit China with tariffs on EVS less demand will be the result.
Why does China do it to itself with over supplying the World with goods It will Cost China jobs They have an aging population with a low birth rate , Not a good outlook
your comments please RAK
If Trump and Canada and other countries hit China with tariffs on EVS less demand will be the result.
Why does China do it to itself with over supplying the World with goods It will Cost China jobs They have an aging population with a low birth rate , Not a good outlook
your comments please RAK
5i Research Answer:
We are not experts on China but it remains very relevant in terms of overall global growth, even in a slowdown. Copper continues to look good to us, with demand coming from several areas and also investment demand with a new physical copper trust from Sprott. Investors are expecting a Trump win so are likely already pricing in some tariff impact. But if the rest of the world grows again copper should look good for a while. We would continue to be comfortable with some copper exposure in a portfolio.