Investment Leaders: Geopolitics, Resource Nationalism, and the Future of Metals & Mining
- Geopolitical Impact: How are Trump’s tariffs and trade threats affecting the metals and mining industry today? What insights do investors and analysts have about market trends?
- Resource Nationalism: Is the focus on national security and resource nationalism, sparked by discussions of Greenland and Canada, likely to persist?
- View from Hong Kong: From our vantage point in Hong Kong, how do you see things playing out with China moving forward?
- Investment in Juniors: What will it take to reignite interest in the junior mining market? What factors should companies address for investor confidence?
- Energy Security vs. Green Transition: How do you evaluate pricing and supply dynamics in light of the shift towards national defense and energy security?
- Future Focus: What key themes should the industry prioritize in the coming year?
Wednesday 24 September 09:00 - 09:45
- Geopolitical Impact: How are Trump’s tariffs and trade threats affecting the metals and mining industry today? What insights do investors and analysts have about market trends?
- Resource Nationalism: Is the focus on national security and resource nationalism, sparked by discussions of Greenland and Canada, likely to persist?
- View from Hong Kong: From our vantage point in Hong Kong, how do you see things playing out with China moving forward?
- Investment in Juniors: What will it take to reignite interest in the junior mining market? What factors should companies address for investor confidence?
- Energy Security vs. Green Transition: How do you evaluate pricing and supply dynamics in light of the shift towards national defense and energy security?
- Future Focus: What key themes should the industry prioritize in the coming year?
Speakers
CEO and Managing Director, EMR Capital
Managing Director, Gold Mountains Asset Management Limited
Head of Asia Metals and Mining, Sustainability, Bloomberg
Managing Director, Starboard Global Limited
Chairman, CEO & Director, Queen’s Road Capital Investment