Dare the Rare? The U.S.–China Decoupling Trade Still Underpriced

Dare the rare?

Summing up BCA's note on rare earths: "Geopolitical tensions and the threat of a U.S.–China trade war have created a rare opportunity for non-Chinese rare earth miners and refiners to expand and turn profitable. Government support and growing demand strengthen the long-term outlook, even if near-term consolidation occurs. The sector stands to benefit from U.S.–China decoupling and policy momentum toward mineral independence — favoring a strategic, diversified buy-on-dips approach."

Chart shows the REMX ETF with the 200 day.