
Mining stocks are outpacing oil-related peers in a “reflation rally” sparked by U.S. President Donald Trump’s election and the outperformance will last for at least another year if history is a guide.
Investors have flocked to sectors closely geared to the global economic cycle and the shift gained momentum in November after Trump’s victory inspired expectations for boosts to manufacturing, infrastructure spending, and global growth.
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source: http://uk.reuters.com/article/mining-oil-idUKL4N1FR3Y4