Equity Resource Engineer | Resources move into buy territory as the ROE cycle turns

Mathan Somasundaram

The resource sector is likely to remain resilient and range bound till China removes stimulus or US Fed ramps up rate cycle. After the outperformance from the gold sector in the past 6-12 months, we expect energy sector to take the mantle as the top performer over the next 6-12mths. Majority of the market is underweight resources and that will force them to buy into the sector as the upgrade cycle flows through the second half of the year. Preferred picks are... (VIEW LINK)


Mathan Somasundaram

2017 - Now > Blue Ocean (AUS) > Market Portfolio Strategist 2012 - 2017> Baillieu Holst (AUS) > Head of Strategy, Quant and Data Analytics 2009 - 2012 > Bell Potter / Southern Cross (AUS) > Head of Quant and Data Analytics 2007 - 2009 > LIM...

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