Shaw and Partners Ltd's Davide Bosio tells Ky Chow about the state of the markets. The iron ore giants continue to deliver strong yields to investors despite production hold ups following Covid impacts and uncertainty. By now Covid is part of the landscape and, as borders open up, labour bottlenecks will be eased. Bosio also provides an update on a David and Goliath situation with small cap Black Cat and its forays into gold mining.
Shaw and Partners provides a round-up on the markets as the last Covid restrictions start to ease