Metals, Materials and China Deterioration
Chartonics focus Friday 5 May 2017Metals, materials and China deteriorationOver recent months we have been outlined a weaker cycle in metals and...
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False Dawn: The Bulk Commodity Mining Rally Will Prove Short-Lived
Bulk commodity miners are overvalued. Shares of iron ore and met coal miners have rallied to levels notseen since 2014, when Chinese steel demand...
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Future of Logistics: Australian Logistics Industry to Cash in on Chinese Bauxite Demand Boom
The geographical mismatch between metal ore supply and demand countries is one of the key factors driving logistics industry growth globally. In...
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ANIMAL SPIRITS: Reflationary Investment Thesis Intact Without Fiscal Trumponomics
Executive Summary Early focus on trade and protectionism by the Trump administration has not stemmed the reflation regime change. The setback in...
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Bradken - Mine, All (Well, Not Quite) Mine
A 34% premium to the undisturbed price, all conditions (bar the tendering one) received, board approval, directors tendered and the IFA assigning a...
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