Money of Mine Is India the new China? (Ian Roper Interview)
Today we welcomed on the show Ian Roper, a commodity strategist & expert with some unique views.
Ian is a big believer in the growth of India, which he thinks will lead to huge met coal demand, he’s also identifying a “new” + “old” China which investors need to be aware of as well as having in depth knowledge of industrial metals copper & aluminium plus new energy materials nickel & lithium.
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(0:00:00)Intro
(0:01:16)Did China stimulate enough?
(0:04:17)What Chinese traders are thinking
(0:11:24)Commodity outlook
(0:14:29)Will steel mills get profitable?
(0:19:22)Retail punting in iron ore
(0:21:20)The growth of India
(0:28:39)Why met coal
(0:30:53)What's happening in copper
(0:33:32)The India bear case
(0:35:24)India/Russia trade relationship
(0:38:20)Nickel & Lithium in the doldrums
(0:46:15)Alumina breaking through
(0:52:23)Does zinc still stink?