Gold price has risen 16.7% this year in dollar but 23.7% in sterling
Banks revise commodity price forecasts upwards as China recovery gathers steam.
Miners must build on impressive response to COVID-19.
Investor appetite evident in new fund-raising activity
RBC increases target price for all major miners under coverage.
US$37 billion figure based on capital intensity of US$4,610/oz per year Au.
The gold sector looks set to flourish in the post-COVID landscape.
Current recovery in financial markets masks underlying macro turmoil.
London gains making some feel uneasy
Partners from law firm Ashurst consider the challenges facing miners around the energy transition.
France leading Europe's charge for EVs
RBC analyst Bell thinks H1 2021 likely timeframe for move in primary listing