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Thematic strategies drive Asia-Pacific's metals demand

Institutional investors are reallocating billions toward commodities that power the energy transition and serve as modern safe havens.
Thematic strategies drive Asia-Pacific's metals demand

The Chinese property sector’s once-dominant role in steering metals prices is being eclipsed by renewables, with investors also focusing on other new drivers including Indonesian nickel geopolitics and the ESG costs of smelting.

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