The shares of developers of basic resources are caught in a complex field of tension. On the one hand, they are criticized for mining basic resources in politically unstable regions and their impact on the environment. On the other hand, the UN’s development goals, from combating hunger to climate targets, cannot be achieved without massive investments in basic resources extraction.
Are investments in this industry ethically reprehensible or, on the contrary, a moral duty? There is no simple answer. Our industry analysis shows, purely factually, the recent winners and losers on a company and a sector level, the most suitable once for different investment styles and how all of this compares to other industries and indices.