Tribeca Global Natural Resources Limited
(ASX: TGF)
What has happened? The trade tariffs announced by the Trump Administration were clearly worse than expected, with the seeming haphazard approach to how these have been set also creating uncertainty. The follow up announcement from China of reciprocal tariffs further...
TGF has generated positive attribution of 8.4% from a ~25% net long exposure to gold equities in the calendar-year-to-date. During this period, the gold price reached an all-time high of US$2,526.59 per ounce on Monday, 26 August 2024, driven by strong physical...
India is the fastest growing G20 economy in the world. Its booming domestic consumption, rising industrial production and reversal of infrastructure underinvestment underpin a multifaceted growth story over the next decade. Our analysis suggests that the nation will...
Uranium remains one of Tribeca Global Natural Resource Ltd’s largest exposures with >25% net long positions to various global producers, developers and commodity linked equities. The commodity deficit for this decade (and the 2030s) looks extreme with plans to...
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