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MINER'S RIGHT
The unexpected trade war winners
It is early days in the US versus China trade war and things could go pear-shaped quickly, but even that possibility doesn’t appear to be dimming confidence in the outlook for the big diversified miners, which are rolling in cash with a lot more to come.
The key to the unexpected optimism at a time of global political tension can be found in the exposure of the majors such as BHP, Rio Tinto and South32 to bulk commodities, which have been largely unaffected...
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