With the iron ore rally accelerating after the US election, we asked Tim Hannon, CIO of Newgate Capital, for his take on the market, and the resources sector in general: ‘Trump's talking about 100 billion dollars a year. Put that next to the Chinese fixed-asset investment program of 6 or 7 trillion. We don't think you should be looking towards the U.S. for commodity price moves. It should be what's going on within China.” In the last in a series of four videos with Tim, he outlines his view on China, what he thinks is the real driver of iron ore, and his expectations for the resources sector more broadly. Click below to watch the short interview or read the full transcript.