In this presentation at PDAC 2020, I discuss whether investors should remain optimistic about China despite the coronavirus, political uncertainty, and concerns about the global economy.

The presentation also covers China’s response to the coronavirus, the Hong Kong protests, junior mining stocks, commodities, and why serious investors must look beyond headlines when assessing China and resource opportunities.

Watch the full presentation below:

Key Takeaways

• Why China remained important to the global economy despite coronavirus concerns
• How investors should think about China beyond Western headlines and fear
• What the Hong Kong protests revealed about political risk and perception
• Why junior mining stock selection requires discipline and independent judgment
• How PDAC 2020 reflected both uncertainty and opportunity in resource markets