Arnhem: Iron ore sector remains challenge from a demand perspective

Arnhem: Iron ore sector remains challenge from a demand perspective. Neil Boyd-Clark from Arnhem Investment Management says; The fundamental problem is that supply continues to increase, yet there is not much you can point to that -suggests demand is suddenly going to accelerate again. From a growth -perspective, it is difficult to see an attractive organic growth story being able to offset price declines. If you are looking for yield, you might be able to make the case for Rio or BHP, but if you are growth -investors, it is more difficult to make the case. The production growth they are delivering is being offset by price declines. Full article via The AFR (paywall) (VIEW LINK)

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