#Mining & #Steel Stocks represent default exposure to a "global growth, rebound and reflation"
"[The sector] has the cheapest trading multiples in Europe and market-leading capital returns"
"Parallels with previous economic crises suggest the sector has yet to peak as momentum, rotation to value, US dollar weakness and deep liquidity are expected to be dominant themes in the first half of 2021."
Goldman, JP Morgan Cazenove, Liberum and others' top sector picks were Taseko Mines $TKO and Glencore $GLEN. It was also a 'buyer' of Anglo American $AAL, SolGold $SOLG; a 'holder' of $BHP, Antofagasta $ANTO.L) and Kaz Minerals $KAZ.L. Liberum says 'sell' Rio Tinto $RIO
https://www.proactiveinvestors.co.uk/companies/news/938473/are-mining-stocks-on-a-new-bull-run-one-influential-investment-bank-thinks-so-938473.html
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