CQS Natural Resources Growth and Income’s (CYN’s) managers believe the mining sector is only in the early stages of a recovery; real demand for commodities is on an upwards trend; and a reduction in capex has seen capacity removed from the market. If they are correct, all of these should be supportive of higher commodity prices in the future and support a sustained recovery in resource and mining stocks.
11 Jun 2019
Strong recovery potential?
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Strong recovery potential?
CQS Natural Resources Growth and Income PLC GBP (CYN:LON) | 168 0 0.0% | Mkt Cap: 112.5m
- Published:
11 Jun 2019 -
Author:
Ed Marten -
Pages:
26
CQS Natural Resources Growth and Income’s (CYN’s) managers believe the mining sector is only in the early stages of a recovery; real demand for commodities is on an upwards trend; and a reduction in capex has seen capacity removed from the market. If they are correct, all of these should be supportive of higher commodity prices in the future and support a sustained recovery in resource and mining stocks.