Australia a Risk Haven? Not Today, Mate
Speculation that Australia will lose its AAA rating due to political deadlock at the polls has probably been enhanced by the final downgrade to...
252 Views
Fortescue and Ore Price, Interesting Divergence
It's been a roller coaster ride in iron ore this year. Up 59% from January to a peak price of 70$/ton on April 21st followed by a 30% drop in May....
344 Views
JSW : The Last Man Standing ?
Almost all Q1 results are out now and i thought i'd do a piece where I talk about how much worse things have gotten yet the street continues to...
314 Views
Iron Ore Rally Unsustainable
Temporary tightness should abate as demand falters and supply surges. Iron ore prices have surged to $69 per tonne, up 23% from last week and...
183 Views
Beware Impairments in EM and Asia
The failure to use or the aggressive implementation of asset write downs in emerging markets and Asia will have far reaching implications for...
337 Views