Last week I sat down with Laura Mandaro from Marketwatch to discuss whatâs currently driving commodity markets. One of the key drivers today is the robust economic activity and commodity demand taking place in Asia.
Frequent Frank Talk readers know there is something profound and significant happening in Chinaâthe building of a massive high speed rail network. Itâs a $300 billion project that will connect more than 250 Chinese cities, span 18,461 miles and reach roughly 700 million people. This is going to create massive demand for commodities and a wave of investment into the sector. We believe that resource companies associated with coal, iron ore and steel are well positioned to benefit from Chinaâs long-term sustainable bull market.
I also discuss a few individual stocks I think are structurally sound as well as talk about a market ready to take off and The Fear and Love Trade.
