The global economy continues to move on a difficult path that validates our view that recovery remains long
haul. Furthermore, the geopolitical risk over possible conflict between Russia and Ukraine looks inevitable. At that point, the unwind of producer hedges and consumer forward buying will lead to long-dated prices higher.
What else have you missed…
IQI Vietnam is gearing up to international service buyers on many potential projects at the beginning of March, after the border closure of two years. Vietnam is one of the fastest-growing economies globally, and Juwai IQI's office in the country will help fill the demand from its global property investors.
Since March 2020,…