China

One of the great mysteries of Chinese iron ore production is the grade. We show that it is around 15%, meaning around four times higher cost

Media is out in force, looking to make its king hit on China’s economy; have they finally got it right? James Cooper doesn’t believe so.

It's been written off by a lot of investors, but China may present a fantastic opportunity hiding in plain sight.

It’s not all bad news despite a lacklustre post-covid recovery and challenges in property.

The surging demand for AI and renewable energy is creating unprecedented pressures and opportunities in the copper market.

Ray David discusses how to navigate the mining cycle with three mining companies with tier one high quality assets.

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.

Regulatory and economic fear has gripped Chinese stock markets in recent years but there are signs the very negative sentiment is turning.

“Life moves pretty fast. If you don’t stop and look around once in a while you could miss it” Ferris Bueller’s Day Off Despite being released only a year after this...

L1 Capital’s CIO Rafi Lamm and Head of Research Amar Naik recently discussed where they see some of the best opportunities.