Livewire Markets: The end of the mining cycle? 22.8.18

After a stellar two-year run that saw the ASX 300 Metals & Mining Index more than double, it has slipped by 10% in 3 months as trade tensions and China data hit sentiment. So, is this the beginning of the end for the current cycle, or it is just another speed bump along the way? In this week’s Thematic Discussion, Ben Clark from TMS Capital hosts Romano Sala Tenna from Katana Asset Management and Michael Wayne from Medallion Financial. Tune in to hear them sort the ore from the waste as they discuss where we are in the cycle, what they are looking for this results season, and some themes and stocks they think still present opportunities.

 

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By | 2018-08-27T05:02:53+00:00 August 27th, 2018|Videos|