Copper remains central to the global green transition, with demand rising sharply in Asia, especially China and India. While electrification and EVs drive consumption, supply constraints from aging mines, environmental rules, and geopolitical issues may fuel future deficits. Despite near-term volatility, long-term market sentiment stays bullish.
Paul Black’s 3 thumb rules for identifying great wealth creators
Veteran portfolio manager Paul Black’s investment framework focuses on identifying businesses with competitive advantages that strengthen over time. His three key rules emphasise widening moats,
August 29, 2026