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Steely minor metals to lead recovery -JPMorgan

Posted on 15 January 2009

From Guardian: Minor metals used for steel production are in pole position to lead an industrial metals recovery due to infrastucture projects in emerging markets, a JPMorgan (JPM) fund manager said.

Ian Henderson of JPM’s Global Natural Resources Fund, said that demand from China and India will support metals such as ferro chrome and molybdenum, already hit by falling demand from steel mills….. Full Article: Source


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VRS - who has written 36685 posts on Opalesque Commodities Briefing.


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