RBS notes the world has been overlooking the quiet return to oil production in Iraq which could “monumentally” impact on the oil market.
Hopes for a rebound in the spot uranium price this week fell foul of European jitters.
A Sonic boom has hit supposedly defensive medical companies, with Primary feeling the shock waves. But on the flipside, predators have pounced on embattled Sigma and Healthscope.
Given a weaker Aussie, Credit Suisse has reviewed the basic materials sector to determine winners and losers.
While the European crisis has hit commodity prices, at the same time the market is terrified of Beijing’s attempts to slow its property bubble.
A glance through the latest expert views and predictions about commodities, with analysts suggesting speculative panic has overriden positive market fundamentals in metals.
Housing starts are up and investors are returning to the local residential market while REITs with US exposure are again riding the fortunes of the exchange rate.
2010 may have begun to look and feel like 2008, notes BTIG, but it’s not.
Morgan Stanley looks at the RSPT impact on BHP and Rio, Merrill Lynch downgrades Rio, and Macquarie comments on Fortescue.
The New Zealand Budget has featured a number of fiscal reforms aimed at re-balancing the economy, the changes generally being appluded by analysts.
