AWC has been a frustrating position considering how some miners have exploded through 2022 but we see the current “panic mode” in commodities maturing fast and although they may look much better in a years’ time in our opinion decent risks are looming on the downside MM hence has no issue moving to an underweight stance towards the sector for say 3-months while we evaluate what comes next after the Ukraine panic – never underestimate the volatility in the miners!
MM is considering cutting our AWC position
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