EPISODE 325 - CATHERINE RAW, BLACKROCK NATURAL RESOURCES EQUITY TEAM
On the first edition of the Morning Mail for this week, David is joined by Catherine Raw from the London based Blackrock Natural Resources Equity team, that is responsible for managing the ASX listed Global Mining Investments Ltd resources portfolio.
Catherine outlines the performance of the resources sector over the calendar year including current prices for commodities in comparison to the last calendar year. She comments on the supply and demand dynamics in the sector, as well as production cost pressures and recent corporate activity within the sector. Catherine also comments on China and other emerging market demand across the sector.
