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Aside from the introduction of electrical cars, the demand for raw assets from China is still a dominant vehicle driver for metals prices, claimed Colin Hamilton, asset expert at BMO Capital Markets.
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5:38 – Industrial steels
9:30 – Inflation
11:35 – Rare-earth elements
13:04 – Major macro motorists
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2021 will be a ‘record year’, but for which asset? BMO’s Colin Hamilton
Aside from the emergence of electric vehicles, the demand for raw commodities from China is still a dominant driver for metals prices, said Colin Hamilton, commodity analyst at BMO Capital Markets.
0:00 - Commodities and EV overview
5:38 - Industrial metals
9:30 - Inflation
11:35 - Precious metals
13:04 - Major macro drivers
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