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![Filapek Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::283392877.png) Rudi Filapek-Vandyck [@Filapek](/creator/twitter/Filapek) on x 8851 followers
Created: 2025-07-22 22:02:15 UTC

Citi: "Iron ore equities have experienced a strong rebound in risk appetite from March low levels. The risk-on trade reflects renewed interest in iron ore with China imports up despite weakening China steel production. 

"Citi remains cautious on this iron ore rebound; steel production cuts in China should favour steel pricing rather than iron ore pricing. 

"However, for now the interest seems to lie with iron ore and its exposed equities. 

"We favour BHP in the big caps and CIA in the mid cap iron ore space. BHP for operational performance versus peers and CIA for leverage to higher grade iron ore prices."
$BHP $CIA #China #ironore #investing #stocksinfocus #equities #XJO


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**Related Topics**
[china](/topic/china)
[stocks](/topic/stocks)
[ore](/topic/ore)

[Post Link](https://x.com/Filapek/status/1947779250259669199)