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MINER'S RIGHT
Next leg up for metals: fund rotation
A shift of capital from bond or equity markets would have a disproportionate effect on metal pricing
Miners will hope the analyst assumptions behind a predicted metal rally prove more accurate than those behind the wool glut in the 80s
The rotation of funds out of government bonds and shares started last year as interest rates ticked higher and has accelerated this year as global growth has picked up and a whiff of inflation has started...
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