Miners Seen Extending Rally as Generalist Investors Warm to Sector -- Market Talk

Dow Jones

01/19

2229 GMT - There is reason to believe miners will continue to rally, fueled by bets from generalist investors on the sector, according to Jefferies analysts. "Based on our recent extensive marketing and incoming calls, it is clear to us that generalist fund managers are seriously warming up to the sector but are not yet fully invested, and many are not yet invested at all," Jefferies says in a note. The analysts reckon "a full-fledged rotation into the miners is coming," which could lead to an acceleration in share-price gains. Australia's S&P/ASX 300 metals and mining index is up 7.5% in January to date, building on six consecutive monthly gains. (rhiannon.hoyle@wsj.com; @RhiannonHoyle)

(END) Dow Jones Newswires

January 18, 2026 17:29 ET (22:29 GMT)

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