Global commodities may usher in a super-cycle exceeding expectations. Fund managers strategically increase allocation to non-ferrous chemical products.

date
26/01/2026
"The continued intensity and duration of this cycle may far exceed our imagination." Recently, several fund managers expressed similar views to Securities Times reporters. With factors such as global currency oversupply, US dollar credit crisis, demand for technological revolution innovation, and supply chain restructuring triggered by geopolitical conflicts resonating, global bulk commodities may usher in a cycle wave far beyond market expectations. Sensing this, savvy public funds are adjusting their investment compass towards the "blood" and "foundation" of modern industry - non-ferrous metals and basic chemicals. In positioning this historical milestone of the global commodity feast, they are also searching for specific industry gold-mining paths under this wave.