rio tinto

Jason Teh

The sky is not falling was the message in September 2017. Our message was that the overall market did not show excessive valuations, which generally is a precursor to stock market corrections. However, our market outlook dimmed due to recent ‘risk-on’ rally, where most of the year’s return was delivered... Show More

Barry FitzGerald

Metallica Minerals is preparing to cash-in on China’s booming appetite for bauxite, with its Queensland project set to secure a mining licence followed by off-take deals. And Kairos Minerals, which has already returned strong results from its WA gold exploration project next to Breaker Resources, hits cobalt. Show More

Nikko Asset Management Australia

Brad Potter, Head of Australian Equities at Nikko AM Australia recently visited China, primarily to find out what has been driving recent increases in iron ore and coal prices and whether they can be sustained. It appears that supply side reforms are taking place in the materials sector and there... Show More

Nikko Asset Management Australia

I recently visited Perth to speak with some iron ore miners, before heading north to visit Fortescue Metals Group’s Solomon mining hub and Port Hedland infrastructure. Show More

Saxo Capital Markets Australia

The world's largest sovereign wealth fund: A closer look. In a move to increase transparency and strengthen the vote execution chain, the world's largest sovereign wealth fund is planning to publish how it will vote at annual meetings from 2015. On, Alex Forrest Whiting reveals five facts about Norway's Oil... Show More

Gavin Wendt

Rio Tinto (ASX: RIO) has a strong outlook with respect to cashflow and dividends, but iron ore price weakness is causing uncertainty. UBS said today in a research note that it is positive on Rio due to improving free cashflow and the potential for a ~$4bn buy-back during February 2015,... Show More