Tribeca Investment Partners is bullish on the year ahead as China ramps up fiscal spending, boosting domestic consumption and increasing demand for industrial commodities.
“We believe commodity markets are positioned for a stellar 2025 following a number of frustrating years,” said Ben Cleary, Portfolio Manager of Tribeca’s Global Natural Resources Fund.
Tribeca is most bullish on copper, labelling its top picks as global leaders that are producing at the bottom of the cost curve. These include Glencore, Anglo American, Freeport-McMoRan and Teck Resources. In Australia, Cleary likes Develop Global.
Read more here on The Australian Financial Review: AFR Article