These firms also have excellent long-term prospects as they sit on the cusp of tomorrow’s global resources industry. Unlike traditional commodity companies, this group is likely to benefit from more structural rather than cyclical growth.
The global resources sector has a wide variety of structural growth opportunities that are emerging in the next-generation segment. These companies may operate in niche areas, but they will play a key role within the resources equity markets.
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Duncan Goodwin is head of global resources at Baring Asset Management
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