June 10, 2026 08:55 AM GMT Investor Presentation | Asia Pacific Asia Summer School: China Materials Supply disruptions, alongside improving demand from ESS & AI, support selective materials exposure. We prefer aluminum, copper, lithium, uranium, gold, and glass fiber equities in this environment. | Downloaded by zouguanzhong@cramc.hk M | Not for redistribution without written consent of Morgan Stanley | | | --- | --- | --- | | | | Foundation | | June 10, 2026 08:55 AM GMT | | | | Investor Presentation Asia ...