@Epi I wouldn't take it because it has a 30% share of China and the Chinese companies are suffering from falling prices and are always dependent on government discretion.
But I'm generally not an ETF fan if I can avoid it. The boom in rare earth stocks will take place outside China because everyone is striving for independence. The biggest deposits will be in Australia, Kazakhstan and Ukraine. In the latter two, the battle is only just beginning and at least in Ukraine, $MP will be far ahead when it starts because of the raw materials deal. China and Russia only have a chance in Kazakhstan because of the geographical proximity.
But I'm generally not an ETF fan if I can avoid it. The boom in rare earth stocks will take place outside China because everyone is striving for independence. The biggest deposits will be in Australia, Kazakhstan and Ukraine. In the latter two, the battle is only just beginning and at least in Ukraine, $MP will be far ahead when it starts because of the raw materials deal. China and Russia only have a chance in Kazakhstan because of the geographical proximity.
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