Lowering Long-Term Copper Forecast and Cutting Rio Tinto's Fair Value Estimate to A$38
Like its peer BHP Billiton, Rio Tinto has ridden the commodity supercycle since the early 1990s. Rio Tinto's asset portfolio is less diversified,...
387 Views
BHP Billiton's Exposure to Samarco Tailings Disaster
Failure of a tailings dam and damage to another at the 50%- owned Samarco iron ore mine in Brazil, in joint venture with Vale, is a disaster.The...
337 Views
E&P Financial Health: Better Than You Think. Liquidity Reserves Will See Most Firms Through Downturn
The precipitous slide in oil prices since fall 2014 has eroded the financial health of most exploration and production, or E&P, firms. Natural...
688 Views
CHINA SOE REFORM: Detailed plan due in the next 3 weeks. Potential implications
There is a growing expectation that mergers involving huge state-owned conglomerates could be part of China's soon-to-be-announced reforms of...
367 Views
CHINA ECONOMY: Thoughts and implications post the rate cut
The PBOC announced on Saturday that it will cut the benchmark deposit and loan interest rates by 0.25 basis point starting March 1. We have been...
381 Views