Overview
Blog
3 min read
As gold’s surge draws wider interest, miners shine too
Gold's lustre is also rubbing off on the companies that dig it up from the ground.
Blog
3 min read
Seeing red: How long can the iron ore rally last?
Seeing red: How long can the iron ore rally last?
Blog
2 min read
Gold still has space to shine on
We see more upside for gold, thanks to a potent cocktail of falling interest rates, rising long term inflation expectations and heightening recession concerns.
Blog
2 min read
China’s stimulus is working, but credit markets hold longer-term risks
The credit stimulus measures that China began last summer are starting to reach a critical mass, but transmission to the real economy remains patchy.
Article
5 min read
China's tricky tightrope: High debt levels don't spell gloom but China's magic wand is gone
Can Asia’s economic tiger save the cycle, or will its soaring debt bring the world’s economy down?
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