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Buy Gold Mining Stocks

by Roukaya Ibrahim, Chief Commodity Strategist   Arthur Budaghyan, Chief EM/China Strategist  

The fact that the yellow metal’s rally has defied headwinds from key cyclical drivers suggests that the bull market is structural, not cyclical. Buy gold and gold mining stocks in absolute and relative terms.

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BCA Research | Commodity & Energy Strategy

Top-down global-macro framework with bottom-up fundamental analysis of major commodities.

 

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