Equity Resource Engineer | Resources move into buy territory as the ROE cycle turns

Mathan Somasundaram

Deep Data Analytics

The resource sector is likely to remain resilient and range bound till China removes stimulus or US Fed ramps up rate cycle. After the outperformance from the gold sector in the past 6-12 months, we expect energy sector to take the mantle as the top performer over the next 6-12mths. Majority of the market is underweight resources and that will force them to buy into the sector as the upgrade cycle flows through the second half of the year. Preferred picks are... (VIEW LINK)


Mathan Somasundaram
Founder & CEO
Deep Data Analytics

Over 30 years’ experience in the finance/tech industry. Mathan has worked extensively in all parts of the finance sector (i.e. County NatWest, Citi, LIM, Southern Cross, Bell Potter, Baillieu Holst and Blue Ocean Equities). Currently Founder and...

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.

Comments

Sign In or Join Free to comment