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
The current ~$420 million takeover offer by OZ Minerals for ASX listed Brazilian copper miner Avanco Resources should pique the interest of investors in Brazil, a major global producer of a number of commodities with highly prospective geology, but with only a relatively few ASX listed resources companies operating in... Show More
Similar to European equity markets, another part of the world where fearful perceptions have held back equity valuations is emerging markets. After being fairly range-bound from 2012 to mid-2015, fears of a hard landing for China’s economy impacted emerging markets in the second half of 2015 and early 2016. That... Show More
While economic uncertainty remains high, especially in Britain and the US, interestingly many emerging markets’ economies are at the beginning stages of economic reforms and recovery. And with expectations dimming on the prospect of the US Federal Reserve raising interest rates anytime soon, developing countries stand to benefit. What’s more,... Show More
It’s natural for investors to boost the prominence of the UK referendum on EU membership. Indeed, it might have a significant effect on markets, either positive or negative. It’s another matter, ahead of time, to know what that impact might be; or how to prepare for the vote. The reality... Show More
Orinoco Gold has proven to be a solid sharemarket performer over the past 12 months, having as much as trebled in share price terms as the company draws ever closer to first gold production from its Cascavel project in Brazil during June/July 2016. Given the strong ongoing performance of US$... Show More
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
Aussie market flip flopped between China stimulus, NZ deflation worry and falling local consumer sentiment before Chinese market selloff and falling US market futures really took the market down south. The worry about US market was clear to see today as the selling came in hard in the last few... Show More
Orinoco Gold is one of our best-performing resource plays, having trebled in price since the beginning of this year. 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 Cascavel operation in Brazil in... Show More
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