中国材料行业-2025 年第四季度展望:上行周期延续-China Materials-4Q25 Outlook – Upcycle Continues
2025-10-09 02:00
October 7, 2025 09:00 PM GMT China Materials | Asia Pacific 4Q25 Outlook – Upcycle Continues A liquidity-driven bull market with supply disruptions is supporting commodity prices. We prefer gold, copper and aluminum equities in this environment. Liquidity-driven bull market with supply disruptions supporting commodity prices. Our FX strategists expect the USD to continue weakening, on both fundamental and technical factors – MSe DXY at 91 by 2Q26 (-7%). All else equal, this should be a tailwind for commodit ...