BHP Group Is A Better Fit For All-Weather Portfolios Than Rio Tinto
2026-02-27 11:43:15 ET
BHP and RIO: previous thesis and new developments
I last wrote on BHP Group Limited ( BHP ) and Rio Tinto Group ( RIO ) about 1 year ago. More specifically, my last BHP article was published on Mar 20, 2025, and my last RIO article was published on April 27, 2025. Both articles focused on the tariff risks at that point. I gave both stocks a Hold rating due to my outlook for the tariff uncertainties to translate into near-term demand and pricing headwinds for raw materials. Since then, much has changed both in terms of company specifics and macroeconomics. In terms of company specifics, both have released updated earnings reports and new EPS guidance. In terms of macroeconomics, the geopolitical uncertainties and ore prices have also changed considerably....
Read the full article on Seeking Alpha
For further details see:
BHP Group Is A Better Fit For All-Weather Portfolios Than Rio Tinto
NASDAQ: RTPPF
RTPPF Trading
-1.85% G/L:
$94.5425 Last:
191 Volume:
$94.5425 Open:
