** Goldman Sachs says on EU Miners: “China concerns are overdone; forward-looking data points to activity bottoming”
** Broker says latest China PMI data, which has risen sharply, indicates that sentiment has improved
** Expects policy in China to remain “loose”, which is positive for commodities/miners
** Adds that outlook for China property has been a key concern for investors and points to V-shaped recovery in China property post Chinese New Year
** GS ups KAZ Minerals to “buy” after incorporating Baimskaya into its model
** Cuts Boliden to “sell” after recent outperformance; cuts Aurubis to “sell”, points to risks to FY19 earnings
** Moves Glencore to “neutral” on valuation
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