23 October 2017
Where are we in the Cycle?
The International Monetary Fund has begun raising its growth forecasts -
albeit only slightly - after several years of successive downgrades as it
had underestimated many of the cyclical factors influencing growth outcomes.
higher metal prices have come despite slow growth in reported metal usage.
More...
Market Directions
Bond yields and exchange rates have remained important influences on
metal price outcomes while markets await decisions about tax changes in the
USA.
More...
Portfolio Performance and Positioning
The Phase III segment of the market showed relatively strength during
the past week with a positive return while the other portfolio segments
produce negative outcomes although the strongest outcomes came from a small
selection of Phase I companies. A relatively large number of changes were
made to suggested portfolio positions reflecting relative performance
differences over the past two week.
More...
Stock Reviews and Rating Analysis
PortfolioDirect rating reports analyse the quality and risk
attributes of proposed mineral developments. Rating criteria apply to mining and oil and gas stocks at any stage of
development. PortfolioDirect uses a five point rating
scale to measure the risk adjusted quality of proposed mineral developments
or companies.
For company reports
& ratings...
The 'Steak or Sizzle' blog provides summary judgements on
the top performing ASX-listed resources stocks.
More...