Risk on Maturing in March
Our March risk on rally cycle remains intact but maturing with a concentration in our copper/energy theme. Emerging markets are our perform bet...
213 Views
Buy Signal for the A$ Weakens as the Currency Remains Resilient in the Face of Commodity Headwinds
Global commodity prices have continued to slide in recent months, with the RBA Commodity Price index down another 5% in US dollar terms. ...
223 Views
The Outlook for Copper Prices Is Worse than Most Think
The outlook for copper prices is worse than most think. Battered copper mining stocks may now screen as cheap, but we see further...
255 Views
RBA Downbeat on Commodity Price Outlook
In a speech today, Christopher Kent, Assistant Governor, flagged that the RBA expects the speed of China's economic development to ease further,...
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E&P Financial Health: Better Than You Think. Liquidity Reserves Will See Most Firms Through Downturn
The precipitous slide in oil prices since fall 2014 has eroded the financial health of most exploration and production, or E&P, firms. Natural...
628 Views