A glance through the latest expert views and predictions about commodities. China and the miners; gold miners; coal; and oil.
Craig Parker of Moat Capital notes the local VIX has broken out as US rates move higher.
The Chartist reports the risk looks to the downside for Spark Infrastructure shares.
Flight Centre delivered a welcome surprise, upwardly revising guidance for FY17 towards the top end of its prior range. Nevertheless, brokers consider the valuation is stretched.
FNArena offers detailed insights for ASX-listed companies reporting in a foreign currency.
The retail sector has avoided further gloomy news for now, with sales data revealing a welcome rebound in May.
Metals X has furthered its definitive feasibility study on the Rentails tin and copper re-treatment project, providing robust economics. Canaccord Genuity estimates a final investment decision will take 6-9 months.
Peter Switzer of the Switzer Super Report takes on the uber-bears.
Two indicative proposals from private equity have not resulted in a formal bid for Fairfax and the company is pursuing its agenda of de-merging Domain. Brokers explore the path forward.
BWX has acquired US natural cosmetics outfit Mineral Fusion, providing an opportunity to expand its business globally.
