This week Ben Gutteridge, Head of Fund Research, talks to the Brewin mining analyst, Nik Stanojevic, about the basic fundamentals of the commodity markets – focusing on iron and copper. The conversation helps explain why the respective commodities have fallen so dramatically, and why a significant rebound remains unlikely.

The discussion concludes with a look at the major UK listed mining equities and whether, given this backdrop, there are any apparent investment opportunities.  

 

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