• Well, definitely, I think we have seen a very sharp set of, over the pride to come into the weekend. It seems like the new economic data that we've got from China this morning with very strong exports they've been able to offset some of that weakness from lower exports to the US with much higher exports to EU as well as the Southeast and Block. So that gives a very important signaling message. China has the upper hand when it comes to trade, from the viewpoint of there. dominance on the supply chain on the supply rare at metals and then when it comes to exports despite all the tire of headlines, despite all the tire of uncertainty. They are thinking over the long term they've managed to divert a lot of that risk RBUS. into an end-up day in much higher export volumes from other parts of the world. So definitely I think. having that strategic allocation to your online portfolio where you know strategic metals and rare earth miners really come to dominance. is a particular part of the portfolio that you should. bit more attention to.
    Tom McKenzie
  • Anika Gupta
    Absolutely. I mean, you know, we've marked equity markets that are trading at an all-time high. So they are susceptible and vulnerable to the sell-offs. So a headline that comes in where, you know, President Trump is threatening to impose 100% out of, obviously, in retaliation to China's restrictions on rare earth metals does call for some corruption in the markets. But the point is that as long as China... Pull this up behind. in these trade negotiations, you know, you have that. a dark-o-true evolving because Trump eventually has to give in. because he cannot actually place. such high punitive tariffs on China, given the fact that they control really around 80% of supply over-earth metals. I think that's really important to keep in mind and I think going forward clearly the emphasis is now going to be the third quarter earnings results will be front and center. And I think that's where... investors, concerns are going to be predominantly focused on.
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