Tribeca Global Natural Resources Limited
(ASX: TGF)
Ben Cleary, Portfolio Manager of the Tribeca Global Natural Resources Fund, spent five days meeting with leaders in China’s natural resource and manufacturing industries, public policy institutes and research houses across Beijing and Shanghai. The bottom line is that portfolio positioning across nuclear, base metal and steel value chains continues to provide exposure to significant catalysts in 2025.
Please find his full trip notes at the link below.
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