A short term correction may be in the cards, but what of the longer term China effect? And how are the various metals and minerals placed?
Is the commodity rally a genuine reflection of improving demand conditions, or just a speculative accident waiting to happen?
FNArena on Monday launched a new service on its website that allows looking two years ahead, while comparing EPS growth, valuation and dividends on a relative basis against ASX200 constituents.
This forlorn metal is contemplating a new lease of life.
The rally has lost momentum, it would seem. Perhaps this is a pattern we could have foreseen based on history?
Few economists disagree that, ultimately, the US dollar is in a downtrend. But unlike previous dollar declines, this time it is emerging markets against which the dollar is overvalued.
Everything you always wanted to ask about trading currencies, plus some more.
The spot uranium price exploded from 2004 then crashed in 2007. Analysts are now forecasting a new cycle of demand.
The ASX 200 might be up 25% since early March but commodity prices have been recovering since late last year. Do we really believe the global economy is about to bounce back into rude health?
Wall Street clearly liked Secretary Geithner’s toxic asset purchase plan. What does it all mean?