Feature Stories

Previous Stories

A New Golden Age? (Part I)

Sep 29 2008

Gold is back in favour, at least at the moment. Will gold now regain its rightful status (and continue to appreciate)? (This story was first published for subscribers last week)


Fannie, Freddie And Gold

Sep 09 2008

Monday’s movement in the gold price in the US was no doubt a disappointment for gold bugs expecting more following the bail-out. But what might the bigger picture be?


Could Vale Shatter The Iron Ore Market?

Sep 05 2008

As Vale pushes for an unusual mid-contract iron ore price rise, immediate commentary suggests this is a positive for iron ore producers. But is it?


Is This The Grave New World?

Aug 19 2008

In a little over twelve months, life as we know it has changed dramatically. Financial markets are in crisis, the global economy is staring at recession, and now the commodity super-cycle has faltered. What lies ahead?


Australia’s Inevitable Recession

Aug 08 2008

This feature updates the views expressed in a previous feature, “Australia’s Unavoidable Recession”, published in 2006.


Undervaluing Rio Tinto

Jun 17 2008

One broker argues that BHP will need to move quickly to secure Rio before the world wakes up to the value of long-life resource assets. How much is Rio really worth? And, for that matter, BHP?


China’s Export Economy Is Crumbling

May 01 2008

Industrialisation and modernisation promotes not only newfound capitalism, but newfound socialism in response. China may be not be a cheap factory to the world for much longer.


River Deep, Mountain High?

Apr 16 2008

Now that we’re all agreed – definition or no definition – that the US is in a recession, the next step is to decide whether it will be short, long, deep or shallow.


From Carbon Tax To Carbon Tariff

Mar 31 2008

The developing world has successfully begun to reduce its carbon emissions, but that success is dwarfed by the soaring increase in emissions from the emerging world.


Is The US Financial Market Now Solvent?

Mar 19 2008

A new wave of optimism has flowed through Wall Street as it appears Bear Stearns may be a lone casualty. Has the bust been averted?