Flows and Fundamentals

24/05/2024 12 min
Flows and Fundamentals

Listen "Flows and Fundamentals"

Episode Synopsis

In this episode we discuss whether some recent price gains are fundamentally justified, PGMs, China property and long run copper price expectations. (13 mins)
Episode transcript:
To access our full disclosures, please visit:
https://researchglobal0.bmocapitalmarkets.com/public-disclosure/