26 June 2017
Where are we in the Cycle?
The Australian economy will face the prospect of more volatile economic
outcomes now that the economy has become more sensitive to swings in
commodity markets.
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Market Directions
Key financial and commodity market indicators are showing significant
directional changes with implications for global growth and commodity prices
outcomes.
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Portfolio Performance and Positioning
Sector prices have generally been weaker with companies at the smaller
end more sensitive to seasonal investment market conditions and performing
worse than the larger companies in the sector. There have been no
suggested changes in anticipation of some seasonal improvements in
investment returns with the onset of a new financial year.
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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.
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Exploration Watch. Which exploration results are the most
exciting, the most disappointing and the most anticipated?
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