Tribeca Global Natural Resources Limited
(ASX: TGF)
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...
Ben Cleary, Portfolio Manager, provides an investor update in which he discusses the market outlook, recent performance and his insights for key sectors and positions. Please click on the links below to access the May 2024 Investor Update for Tribeca Global...
Copper remains one of the Company’s largest exposures with >40% net long positions to various global producers and developers. Like a number of commodities we analyse, copper is materially supply constrained, has record-low inventories and is in the early stages of...
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