Does The Mining Sector Hold The Key To Global Growth?

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Rupert Hargreaves
Published on
Updated on
Mining photo

The global economic cycle is starting to turn, but political shocks risk undermining the whole recovery according to Credit Suisse’s Global Strategy research team lead by James Sweeney. According to the team’s Global Cycle Notes research document, sent out to clients at the end of last week euphoric credit markets, a stabilising mining sector and a recovery in tradable goods are three key factors that have raised hopes of a world economy reaching exit velocity in the first half of this year. However, while these factors hint at a recovery, deep political change in Europe and the US could undermine…

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk