Janus Henderson’s Darko Kuzmanovic says lithium is a better bet than iron ore

When Darko Kuzmanovic traveled through China’s biggest cities a few months ago, he was shocked by the endless rows of empty apartment buildings.

The collapse in property prices has left consumers discouraged and reluctant to spend, opting instead to accumulate savings or pay off their mortgages. Meanwhile, real estate developers were under a mountain of debt that threatened their financial viability.

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