UK MINISTER FOR INDUSTRY OFFICIALLY OPENS RARE EARTH MAGNET RECYCLING AND MANUFACTURING FACILITY AT TYSELEY ENERGY PARK, BIRMINGHAM CALGARY, AB / ACCESS Newswire / January 15, 2026 / Mkango Resources Ltd. (AIM:MKA)(TSX-V:MKA) ("Mkango") is pleased to announce the official launch of the rare earth magnet facility today at Tyseley Energy Park (the "Facility"). ...

ab 12 January 2026 Global Research Copper Copper capex cycle reinforces supply challenge Limited project approvals -> conviction of supply challenges from 2026 For the past 10yrs medium-term consensus on copper has been bullish but the supply side has found a way to bring enough copper to market to prevent physical shortages. What is different now? Despite increasingly bullish long-term views on copper from the big miners and generally robust returns on new copper projects, project approvals (FIDs) in 2023- ...

J P M O R G A N Global Markets Strategy 12 January 2026 Equity Strategy Cyclical groups to stay favoured Equity Strategy Mislav Matejka, CFA AC (44-20) 7134-9741 mislav.matejka@jpmorgan.com J.P. Morgan Securities plc Prabhav Bhadani, CFA (44-20) 7742-4404 prabhav.bhadani@jpmorgan.com J.P. Morgan Securities plc Nitya Saldanha, CFA (44 20) 7742 9986 nitya.saldanha@jpmchase.com J.P. Morgan Securities plc Karishma Manpuria, CFA (91-22) 6157-4115 karishma.manpuria@jpmchase.com J.P. Morgan India Private Limited A ...

Group 1: Emerging Markets Supercycle - Emerging markets are believed to have entered a yearslong supercycle, supported by factors such as a weak dollar and benign global economic growth [2][15] - The stock performance of resource-rich countries like Chile, Brazil, and South Africa is closely linked to commodity prices, indicating a bullish outlook for these markets [3][15] Group 2: Commodity Stockpiling - The geopolitical landscape, particularly the consequences of Russia's invasion of Ukraine, is prompting central banks to build gold reserves and diversify from Treasuries, which may lead to increased demand for commodities like gold, silver, copper, and nickel [2][15] - Countries are likely to boost inventories of commodities essential for high-end manufacturing, including robotics, electric vehicles, and AI data centers [2][15] Group 3: New Investment Frontiers - Venezuela, previously a defaulter in the global sovereign bond market, is now being discussed for potential debt restructuring, indicating a shift in investment sentiment [5][15] - Saudi Arabia has made significant moves to attract international investment, including allowing foreigners to invest directly in its stock market and buy property, which could lead to substantial portfolio inflows [8][9][15] Group 4: AI Investment Opportunities - The global interest in AI has extended to emerging markets, with significant components of the AI supply chain located outside the Western bloc, particularly in South Korea [11][12][15] - The Kospi Index in South Korea has seen an increase of 11.5% this year, reflecting the growing importance of AI-related industries [12][15] Group 5: Diverse Investment Landscape - Emerging markets are evolving into a diverse investment landscape, offering opportunities for supply-chain specialists, commodity investors, and those looking to capitalize on economic reforms in countries like China and Vietnam [14][15]

Core Viewpoint - Zimtu Capital Corp. has acquired 2,400,000 shares of Apex Critical Metals Corp. at a price of $0.06667 per share, increasing its ownership stake in Apex to 10.87% on an undiluted basis and 7.58% on a partially diluted basis [1][2][3] Group 1: Acquisition Details - Zimtu acquired 2,400,000 shares of Apex, which represents an increase in its ownership from 7.75% to 10.87% of the issued and outstanding common shares of Apex on a fully diluted basis [2] - Prior to the acquisition, Zimtu owned 5,547,216 common shares of Apex [2] - Following the acquisition, Zimtu holds a total of 7,947,216 common shares and 278,336 share purchase warrants of Apex [2] Group 2: Regulatory Compliance - The acquisition exceeded 2% of the issued and outstanding common shares of Apex, triggering the requirement to file a news release under National Instrument 62-103 and National Instrument 62-104 [3] - Zimtu will file an early warning report regarding the acquisition, which will include additional information available on Apex's SEDAR profile [3] Group 3: Company Overview - Zimtu Capital Corp. is a public investment issuer focused on long-term capital appreciation for its shareholders, with operations in various sectors including mineral exploration, mining, technology, and life sciences [4] - The company trades on the TSX Venture Exchange under the symbol "ZC" and on Frankfurt under the symbol "ZCT1" [4]

Geopolitical Landscape - Iran has closed its airspace to most flights amid rising tensions with the U.S., particularly with the repositioning of a U.S. carrier strike group, including the USS Abraham Lincoln, towards the region [2][7] - Iranian officials have threatened to strike American military bases in the Middle East if the U.S. takes military action, highlighting the fragility of regional stability and potential implications for global energy markets [2][7] U.S. Foreign Policy Developments - U.S. President Donald Trump is set to meet with Venezuelan opposition leader María Corina Machado, indicating potential shifts in U.S. foreign policy towards Venezuela following a military operation to remove Nicolás Maduro [3] - Colombian President Gustavo Petro will also meet with President Trump to discuss bilateral relations and regional issues, following a phone call that eased previous tensions [3] Technology Sector Developments - Alibaba Group has upgraded its Qwen app, allowing users to order food and book travel directly within the app, positioning it as an AI-powered lifestyle decision center [4] - This upgrade integrates services from Alibaba's ecosystem, intensifying competition in the AI e-commerce and super-app markets [4][7] Mining Sector Collaboration - Rio Tinto and BHP Group announced a collaboration to extract up to 200 million tonnes of iron ore in Australia's Pilbara region, focusing on developing Rio Tinto's Wunbye deposit and utilizing BHP's Yandi mine [5] - This joint venture aims to leverage existing infrastructure for additional production with minimal capital requirements, potentially impacting global iron ore supply [5][7] Market Performance - The Indonesia Stock Market reached a new record high of 9,081.069, rising 0.5% early on January 15, 2026, reflecting strong investor sentiment in the emerging market [6][7] Currency Market Dynamics - The AUD/USD currency pair fell below 0.6700, trading around 0.6680, influenced by easing inflation expectations in Australia, with Consumer Inflation Expectations for January decreasing to 4.6% from 4.7% [8][7]

Group 1 - Vasily Zyryanov focuses on identifying underpriced equities with strong upside potential and overappreciated companies with inflated valuations [1] - The research emphasizes the energy sector, including oil & gas supermajors, mid-cap, and small-cap exploration & production companies, as well as oilfield services firms [1] - A meticulous analysis of Free Cash Flow and Return on Capital is essential for deeper insights beyond simple profit and sales analysis [1] Group 2 - Zyryanov acknowledges that some growth stocks may deserve their premium valuations, highlighting the importance of assessing market opinions [1]

Core Viewpoint - The discussion centers around the performance of foreign equities in 2026, with contrasting views on whether they can replicate the strong returns seen in 2025. One analyst expresses skepticism about the sustainability of last year's gains, while the other remains optimistic about continued favorable conditions for international strategies [1][7]. Performance Metrics - The S&P World ex-U.S. Index achieved a 34.5% return as of January 9, 2026. Notable ETFs included the KraneShares Emerging Markets Consumer Technology Index ETF (KEMQ) with a 56.2% return, the Avantis International Small Cap Value ETF (AVDV) at 49.4%, and the VanEck Africa Index (AFK) with a remarkable 74.7% return in 2025 [3][4]. Market Conditions - The uncertainty surrounding the U.S. economy continues to drive investor interest in foreign equities. The U.S. job market showed weak performance, adding only 50,000 jobs in December 2025, which was below expectations and marked the lowest job growth in five years [9][10]. - Geopolitical risks are highlighted as a significant concern for foreign equities in 2026, with potential conflicts in regions like Venezuela and Ukraine posing threats to market stability [23][25][26]. Investment Opportunities - Diversification through international markets is emphasized, with both developed and emerging markets presenting strong opportunities. Investing in a mix of these markets can enhance portfolio diversification [11][19]. - The American Century Quality Diversified International ETF (QINT) is noted for its strategy of investing in large- and mid-cap stocks outside the U.S. with strong fundamentals, achieving a 38.02% return year-to-date as of December 31, 2025 [22][21]. Sector Analysis - The discussion includes a focus on sectors such as precious metals and technology, with a cautionary note on the sustainability of returns from mining-focused ETFs. The potential for growth in AI and defense sectors is also mentioned, driven by increased spending commitments from NATO members [12][18][17]. Regional Insights - Analysts express concerns about Europe's growth potential, citing slower earnings growth and structural challenges. The outlook for Asia, particularly India, is also cautious, with projections indicating a slowdown compared to 2025 [14][15]. - China's market is highlighted for its resilience and potential growth opportunities, particularly in the tech sector, with expectations for a new five-year plan to stimulate the economy [32][33].

Global investment company Orion Resource Partners and SNB Capital, a subsidiary of Saudi National Bank, have entered into a partnership to support the development of Saudi Arabia's mining and metals industry. The financial specifics of the partnership have not been disclosed. This initiative aligns with Saudi Arabia’s Vision 2030, a framework aimed at enhancing national support for the mining sector, which is crucial for meeting growing demand for critical commodities. According to Orion Resource Partn ...

Core Insights - BASF SE is adapting its testing methods for eMobility applications to meet the increasing demands for ageing resistance in plastics, shifting from air-heat tests to hydrolysis storage to evaluate ageing in water-glycol mixtures [1][7] - The service life requirements for eMobility applications have significantly increased, with operating temperatures needing to be maintained for 45,000-55,000 hours compared to the 5,000 hours typical for conventional combustion engine components [2] - BASF's Ultramid polyamide material has shown promising results, with properties extrapolated to over 100,000 hours after five years of testing, meeting automotive performance and safety requirements [4][7] Company Performance - BASFY stock has increased by 13.9% over the past year, contrasting with a 21.2% decline in the industry [4] - BASFY currently holds a Zacks Rank of 3 (Hold), indicating a neutral outlook [6] - In comparison, other companies in the Basic Materials sector, such as Agnico Eagle Mines Limited and Kinross Gold Corporation, have higher Zacks Ranks of 1 (Strong Buy) [6][8]