Daily FNArena News

A glance through the latest expert views and predictions about commodities with reasons offered why copper and gold can go higher, some new coverage of nickel stocks and an update on the global steel market.

Rio Tinto tantalised investors at its seminars last week, but analysts do not necessarily see capital management in the shorter term.

Newly listed contract mining group MACA Limited offers value according to DJ Carmichael, as its projections suggest the shares are currently trading on too significant a discount to peers.

In a quiet holiday-interrupted week for spot uranium, focus turned to the International Nuclear Symposium, held in China of course.

The TechWizard believes a Xmas rally remains possible, but the technical picture looks increasingly fragile.

With weak operating conditions facing banks in FY11, the ignorant government witch hunt is not exactly helping.

A glance through the latest expert views and predictions about commodities with some positives identified for palladium, analysis of Chinese trade data and an update on the rare earth market.

A cut to earnings guidance by Aristocrat Leisure has seen across the market cuts in earnings forecasts but there remains a division in broker views as to whether the stock is a value buy at present.

This column titled “A good example of dealing with macro problems using micro tools” was published by VoxEU under the title “China’s price problems are a monetary problem”.

In the view of Barclays Capital any price dips in commodities are buying opportunities as underlying trends continue to support higher prices in the future.