PM Capital

Emerging markets have been affected by a combination of factors, most obviously rising US interest rates and the subsequent appreciation of the US Dollar. However, what has not come out as clearly is the effect of rising commodity prices on economic growth. Show More

Mark Gordon

The current ~$420 million takeover offer by OZ Minerals for ASX listed Brazilian copper miner Avanco Resources should pique the interest of investors in Brazil, a major global producer of a number of commodities with highly prospective geology, but with only a relatively few ASX listed resources companies operating in... Show More

Marcus Tuck

Similar to European equity markets, another part of the world where fearful perceptions have held back equity valuations is emerging markets. After being fairly range-bound from 2012 to mid-2015, fears of a hard landing for China’s economy impacted emerging markets in the second half of 2015 and early 2016. That... Show More

Fidelity International

It’s natural for investors to boost the prominence of the UK referendum on EU membership. Indeed, it might have a significant effect on markets, either positive or negative. It’s another matter, ahead of time, to know what that impact might be; or how to prepare for the vote. The reality... Show More

Gavin Wendt

Orinoco Gold (ASX: OGX) is one of our best-performing resource plays, having as much as trebled in price over the past 12 months. The good news is that there’s likely substantial room for further price appreciation, based on the company’s looming transition to production status at its soon-to-be commissioned operation... Show More