Commodities

Iron ore & copper on divergent price paths

Iron ore & copper on divergent price paths

2 mins. to read

As global growth retreats, in particular in Asia, demand for commodities is also dropping creating a surplus that is pressuring down prices. Iron ore, a commodity highly correlated with China’s growth, has seen its price in particular slashed by 45% since February last year as China’s growth has come off the boil. Copper in contrast…

China & commodities – brothers in arms?

China & commodities – brothers in arms?

3 mins. to read

The continued rising tension between China & Japan is weighing further on Chinese equities in particular with the index hovering at a new 4 year low just over the key psychological level of 2000 (see below).  As we covered in our latest edition of our magazine in setting out the Buy case for the Chinese…