2016 Outlook for Resource Asset Prices

John Robertson

PortfolioDirect

One of the most pressing questions for resource sector investors in 2016 is whether the prolonged sector asset re-pricing has run its course or whether there is more to go. This will have a bearing on stock market performance but also on the ability of companies to monetise assets to focus on their most prospective developments as they try to position themselves for an eventual cyclical recovery. Despite many hopes in the industry (and some sketchy evidence) that sector asset prices may stabilise, there are indicators still showing that the unprecedented industry re-pricing has room to run. To start the year, the PortfolioDirect investment report highlighted five arguments for and against a continuation of asset re-pricing during 2016. (VIEW LINK)


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John Robertson is Chief Investment Strategist for PortfolioDirect a provider of resource sector investment stock ratings and portfolio strategies for mining and oil and gas investors. He has worked as a policy economist, corporate business...

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