One of the most popular questions at mining conferences is what is your top metal and why are you bullish on it. The clear winner so far this year is gold. While gold is a perennial favourite at mining events, the near unanimous backing among industry insiders likely reflects two emerging dynamics. These are the limited prospects for significant new supply of the precious metal, and the view that the world economy is headed for turbulent times as the administration of US President Donald Trump ramps up its trade war with China and its disputes with major oil exporters Iran and Venezuela. At a session at this week’s ... (full story)