How Do You Outperform the Robots? Invest in Them
Real Vision: Finance & Investing
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Is India Going to Outperform Technology?
It's very hard to argue that India is not going to have a next leg up. There are other cyclical opportunities that I think come up and most of these are partly secular too. Copper is a hell of a story because basically the electrification of the world, the rollout of green energy requires more copper. The long term chart is one hell of a pattern. And there's a good chance that copper goes a lot higher. We've just broken out. So I really like that.
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