MB Fund Podcast: China’s Iron Ore Revenge on Australia

In today’s investment webinar MB Fund’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller cover the continuing saga unfurling with China, our biggest trading partner.
As the behemoth in demand of global commodities, it makes a lot of sense to consider China’s real influence in both global and local economies, and it seems ours is squarely in the cross hairs.
News out this week saw the Chinese National Food and Strategic Reserves Administration declaring they will release state stockpiles of metals including copper, aluminum and zinc, bolstering local supply and causing havoc with global miner stock prices.
On the agenda:
  • Friends > frenemies > enemies
  • Iron ore market cycle
  • Iron ore market structure
  • Investment implications
View the presentation slides

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Tim Fuller is Head of Advice at the MacroBusiness Fund, which is powered by Nucleus Wealth.

 

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Tim Fuller