There’s no denying that resources have been out of favour for a few years now, as we’ve watched the financial sector storm ahead. But to investors, I’d say now is the time to get out your pencils and rulers to re-examine the sector, as sentiment and opportunity start to change.
Resources have suffered, largely due to the sector’s fortunes being closely linked to the Chinese economy. In a period of pessimism about Chinese growth, investors stayed away.
Source: https://www.afr.com/markets/equity-markets/why-resource-stocks-are-finally-on-track-for-a-re-rating-20251030-p5n6o5