China and Emerging Markets

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

A weak durable goods result was the main catalyst for more profit-taking on Wall Street last night. Dow down 71. (Accessible only for subscribers before 10:15 AEDT)

A glance through the latest expert views and predictions about commodities with updates on commodity market expectations and an analysis of copper projects and value creation.

Surveys by Barclays Capital and BA Merrill Lynch suggest global investor sentiment is rising, but market and sector specific conditions mean stock picking remains important.

It was a “risk off” session as weak data from both Europe and China gave Wall Street a good excuse to sell. Dow down 78. (Accessible only for subscribers before 10:15 AEDT)

A glance through the latest expert views and predictions about commodities with Morgan Stanley and Moelis adjsuting forecasts, bulk material updates and palladium’s demand issues.

Chinese demand growth for iron ore is slowing, said BHP yesterday, and last night Wall Street panicked. Dow down 68. (Accessible only for subscribers before 10:15 AEDT)

A glance through the latest expert views and predictions about commodities with updates on oil and industrial metals, platinum’s premium to the gold price, thermal coal and the introduction of 2015 earnings forecasts for Australian resource companies.

With the spot gold price now well below its previous high, central banks have been taking the opportunity to load up.

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