1 October we become SureStone CapitalSame team, same ABN. Our website and email addresses move to surestone.com.au.
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Stuart Roberts from Stocks Down Under states that market turmoil is expected following presidential elections, potentially impacting performance. He notes Donald Trump's policies, particularly regarding tariffs on aluminium and steel, may seem disruptive but also present opportunities.
Stuart highlights Australia’s vast reserves of rare earths, historically dominated by China. He mentions Gina Rinehart's strategic investments in rare earth mines, aligning with the US shift towards sourcing outside China. This shift spurs interest in countries like Brazil, a rising producer.
Locally, Stuart notes Australia is positioned favourably with its extensive critical mineral resources. He agrees with Kevin Rudd on the importance of strengthening strategic relationships for rare earth supply chains with the US
