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August 2018 | Base Metals


Base metals investment analysis: Trade war-related risk-off sentiment may be here for a while


Trade disputes have sapped sentiment. With the US economy strong and China weaker, President Trump seems unlikely to surrender its upper hand until it gets concessions. So trade war-related risk-off sentiment may be here for a while. Until that subsides, we doubt fund managers will feel confident enough to be more risk-on again.


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