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Macroscope | How AI boom is obscuring the big investment opportunity in commodities

  • Posted on May 28, 2026
  • By South China Morning Post
  • 1 Views
  • 1 min read
Macroscope | How AI boom is obscuring the big investment opportunity in commodities
Macroscope | How AI boom is obscuring the big investment opportunity in commodities

Investors’ desire for firms with ‘heavy assets, low obsolescence’ has turned the spotlight on commodities, a sector starved of capital.
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Author
South China Morning Post

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