Coal Is Here to Stay
When it comes to thermal coal, two questions come to mind. What is the future for coal demand given the changing mix of fuel options for...
414 Views
Commodity Watch - Financialisation Has Not Driven Commodity Futures, but Net Hedging Pressure Has
Evidente is launching a new product - Commodity Watch - which is designed to monitor developments in global commodity markets, with a focus on...
289 Views
False Dawn:Â 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...
367 Views
Valuations Stretched on ASX-Listed Corporate Hybrids
In November 2016 we stated a large proportion of redemptions would be reinvested in existing corporate issues to achieve some degree of sectoral...
914 Views
Yancoal (YAL AU) Retraces Post Kestrel Mine Deal
Kestrel's already majority owned by foreigners and exports 100%. Perhaps behavioural remedies, at most, for FIRB, where possible, such that Yancoal...
238 Views