China Close to Peak Steel Demand but Outlook Is Positive for Australian Bulk Commodity Producers
After re-bounding last year by 50%, RBA's Commodity Price Index has fallen by 5% this year, reflecting weakness in bulk commodities. This has been...
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MGX: "Cash Is King" – Not Always
Mr Market is pricing Mount Gibson Iron Ltd (MGX AU) for less than its net cash and liquid assets on its balance sheet, which implies that an...
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21 Things Worth Knowing (#18)
In this issue:The bargain between the party and the population in China, US banking regulation, ECB complexity, distraction and productivity, NTPC...
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FMG:Â Strong Balance Sheet Provides Flexibility for Capital Returns; Stock Mispriced
Fortescue Metals Group Ltd (FMG AU) Â has been reducing its net debt position thus providing flexibility for the management to pursue expansion, new...
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China's Belt and Road Initiative Unlikely to Slow Commodity Demand Headwinds
Much has been written about China’s Belt and Road Initiative, or BRI--formerly known as the One Belt and One Road Initiative--but we think much of...
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