James Gerrish

Around midday today the Philippines Congress will confirm, or otherwise, the appointment of Environment Minster Gina Lopez. The vote will likely dictate the near-term price trends in Nickel. In February this year the Minister shut down 21 Nickel mines for environmental reasons sending the price of Nickel rocketing. There has... Show More

Nikko Asset Management Australia

Nikko AM Australia’s commodity analyst, James Eginton, recently participated in a research trip to China to see first-hand how the economic transition is progressing. The transition - perhaps the largest the world will ever see - has significant implications for global growth. A country where economic growth has been built... Show More

Rudi Filapek-Vandyck

Assuming BHP Billiton shareholders give their blessing over the proposed transaction at today's EGM, investors are going to ask the question: what to do with shares in soon-to-be-separated South32? Apart from differing views on the outlook for base metals and other commodities, history suggests the correct answer depends on what... Show More