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IN Tune: Commodity Pointers From China's Big Policy Meeting

 

IN Tune is a podcast featuring Equity Research analysts from BMO Capital Markets. Our episodes explore key emerging themes, trends, and issues which are important to our institutional clients globally.  


This episode is hosted by Brian Quast, P.Eng., JD., Precious Metals Analyst, and Colin Hamilton, Global Commodities Analyst


We review the implications of the announcements made at China’s recent NPC meeting, which saw the release of the 14th Five-Year Plan for economic development, for global metals and bulk commodity markets. Into H2 2021, China’s aim for more balanced growth after an investment-heavy 2020 may see a retracing of some year-to-date gains across industrial metals. Longer term, however, the country’s push for decarbonisation and rural revitalisation will help to underpin demand.

TRANSCRIPT

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