I can't fully agree.
China will want and need to get their economy moving again in 2023, whilst global borrowing costs rise and property is predicted to come under severe pressure, it will be a different story in China during 2023+
Moreover, the U.S. has a drive on government infrastructure spend, and China having been quiet since 2020 also have investments to make on that front too.
The first and second half of 2023 will look entirely different, commodities are forecast to be appreciated (from a sentiment perspective) and growing in strength through increased during 2023+ and if Tombador are in a position to be further patient they will reap the benefits as time passes during 2023 and beyond.
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I can't fully agree.China will want and need to get their...
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