Dear Reader, Few seem to have been tracking it. But the commodities sector has been quietly moving higher…even as the coronavirus waves swamp the global economy. At the time of writing, the S&P/ASX Metals & Mining Index has advanced 7% year-to-date, compared to a nearly 10% fall for the All Ordinaries. Why is this happening? Will it continue? If so, what Australian resource and mining plays could potentially lead the market in 2021? Click here for a brand-new report I’ve just commissioned on this topic. Regards, James Woodburn, Group Publisher, Port Phillip Publishing |