China and Emerging Markets

A wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.

A glance through the latest expert views and predictions about commodities with updates on the corporate attractiveness of Oz nickel producers, signs gold is finding support and an update from BHP’s CEO.

A brief look at important company events and economic data releases next week.

While corporate earnings in Australia and globally are likely to be revised lower in coming months there still appears to be value in equities at current levels.

Copper prices have been relatively resilient in recent months but positive market fundamentals suggest upside for those with a longer-term view on the market.

It has become fashionable to question the integrity of China’s economic data, but what about data in the US?

While investor fears have weighed on oil prices in recent months Barclays Capital notes the demand picture has continued to improve, supporting the group’s view prices are headed higher.

A glance through the latest expert views and predictions about commodities, with a resolution of labour strikes seen as bad news for nickel prices and more tax related reviews for Oz miners.

Wall Street staged a mid-session turnaround from its depths last night as a successful Spanish bond auction sparked short-covering and a big sell-off in gold. Dow down 41.

There simply is no two ways about it: China’s economy is slowing down.