24 July 2017
Where are we in the Cycle?
Chinese economic data are consistent with sustained demand for raw
materials but do not necessarily support significant growth with the latest
copper consumption statistics pointing to a contraction in metal use.
More...
Market Directions
Commodity prices have been a beneficiary of a weakening U.S.
dollar after a reappraisal of relative growth and interest rate
expectations within financial markets.
More...
Portfolio Performance and Positioning
Phase I stock performance contributed positively to the equity models
with losses in other segments consistent with weaker prices among larger
capitalisation companies. No model changes were made in the past 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...
Exploration Watch. Which exploration results are the most
exciting, the most disappointing and the most anticipated?
More...