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We raised the Fund’s weighting in Singapore with the purchase of Singapore X (attractive dividend yield and resilient earnings stream) and industrial stock Nobel Group (strong track record at generating shareholder returns. It is also a play into the bulk commodities cycle and China demand).
Hur skulle ni översätta bulk commodities här? Vad jag förstår kan det röra sig om plaster från den kemiska industrin, men det verkar inte vara det enda.