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...
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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
AmpGFX - AUD in No Man's Land, Political and Economic Risks Remain Elevated
Domestic Australian factors are being overshadowed by global developments. These global drivers account for both its rapid rebound over the last...
437 Views
Lithium - An Outlier Among Sinking Commodities
Unlike gold and oil, Lithium is not an exchange traded commodity but is nevertheless considered one. From mid 2014, the commodities market has seen...
272 Views