China growth: authorities are doing a solid job of managing growth expectations and providing stimulus in the rights areas. China is now addressing its bad loans situation, whilst it simultaneously boasts huge reserves. Authorities are managing well the switch to a consumption-driven economy. All of this I believe is good news for base metals in 2014.
I have been a senior resources analyst following the fortunes of the mining and energy sectors for the past 25 years - previously working with stockbroker Intersuisse and financial group Fat Prophets. I am also Executive Director, Mining & Metals...
No areas of expertise
Well said Gavin, a few upbeat commodity stories starting to show up even outside the iron ore space. The tin market really starting to look interesting although it could be manipulated quite easily.... Big piece also in today's Australian on a recovery in Zinc.