July 13, 2026 02:33 PM GMT Australia Materials | Asia Pacific Equity Analyst R.Anand@morganstanley.com +61 2 9770-1136 Michael A Stancliff Research Associate Michael.Stancliff@morganstanley.com +61 2 9770-9253 M Idea DataDig: Pullback Playbook Charts, analysis, and comparables for the global mining sector. We think recent mining sector weakness reflects profit-taking after an 18-month run, rather than a cycle inflection. The pullback creates opportunity to rotate into commodities with stronger demand fundam ...