Global miners have rallied on iron ore and coal price strength in the last few months, with valuation multiples remaining at or above mid-cycle levels. China’s steel demand signals a tentative recovery, yet the continued disappointment in economic announcements, sustained geopolitical instability and the turn in global monetary policy all implies it’s going to be an interesting year.
Join us together with Bloomberg for an outlook on the metals and mining sector in 2024. Our distinguished panel of market analysts, strategists, financial advisors and industry executives will share their views on markets, commodities, rates and FX, and the mining sector to help you navigate the challenging times ahead.
Date - 24 Jan 2024 (Wednesday)
Time - 4:30 – 6:30 pm HKT (Registration starts at 4:00 pm)
Venue - Bloomberg
25/F, Cheung Kong Center
2 Queen’s Road Central
Central, Hong Kong
Price - Free-of-Charge
Dress code - Business attire
Speaker Profile
Maximillian Lin
FICC Strategist for Asia Macro and Currency
CIBC
Maximillian Lin is a FICC strategist based in Singapore with coverage responsibility for Asia macro and currency strategy at CIBC. In this capacity, he works in collaboration with the global sales and trading teams to develop market insights, trade ideas and analytical models to assist CIBC’s corporate and institutional clients with their macroeconomic investment decisions.
Prior to joining CIBC, Maximillian was an Asian currency and rates strategist at Credit Suisse, NatWest Markets and UBS. Earlier in his career he worked in M&A advisory at Lehman Brothers and The Gores Group, a US private equity firm. Maximillian received an MBA with honours from the University of Chicago, as well as an MSc and BSc in Materials Science and Engineering from UCLA.
Samson Li
Researcher
Commodity Discovery Fund
Samson Li joined the Dutch mining fund Commodity Discovery in 2021 as an analyst, and is someone who is in the know in the Chinese mining circle. He has started up his personal newsletter writing ‘The Solidus Investment Newsletter’ since August 2020, sharing the content on Patreon. He was the Senior Metals Analyst at Refinitiv Metals Research for seven years, which enabled him to establish his presence in the Chinese mining industry. Prior to joining Refinitiv, Samson worked for eight years as the Chief Analyst of an asset management firm in Hong Kong, was responsible for managing the company’s portfolio investing in the global mining equities sector and was able to outperform the benchmark during the entire period.
He has been an active contributor on various western & Chinese social media platforms, and a regular guest speaker at industry events organized by 121 Mining Investment, China International Mining, World Platinum Investment Council, and various Chinese investment banks for their clients. He is widely followed by global equities and commodities traders on Twitter.
Betty Li
Managing Director for APAC Natural Resources & Energy Transition
Bank of America
Betty Li is a Managing Director at BofA with over 16 years of investment banking experience covering the Natural Resources & Energy Transition sectors in Canada and across the Asia Pacific region. Betty holds a Bachelor degree from Ivey Business School at Western University, and is also a CFA Charterholder.
Key transactions she has been involved in recently include: the sale of Caserones copper mine by JX Nippon to Lundin Mining and Merdeka Battery Materials’ $610m IPO in 2023, as well as Nickel Industries’ $225m equity and $250m private placement bond in 2022.
Li Zhao, CMT, CAIA
APAC Lead for Foundational Applications
Bloomberg
Li joined Bloomberg in 2017 as Market Specialist where he is responsible for Charts, Technical Analysis & Data Visualization, and oversees the North Asia region. His recent market insights are frequently featured on Bloomberg “Functions For the Market” (FFM
Li is a member of the CMT Association as well as the CAIA Association, and holds both Chartered Market Technician® (CMT) and Chartered Alternative Investment Analyst® (CAIA) designations. He graduated from University of Hong Kong with a master’s degree in computer science.