August 2012
News China Steel - Overproduction and Lower Prices to Persist
China’s steel industry output continues to rise notwithstanding slowing economic growth, falling prices for steel, and poor profitability at the steel mills. Fitch Ratings believes this paradox can be explained first by the larger steel mills’ priority of maintaining economies (...)
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August 2012
Strategy WTI prices not keeping pace with fundamentals
WTI prices have rallied over $18/bbl from their June lows. However, the rally in WTI prices has failed to keep pace with the rally in Brent prices, which are up more than $24/bbl from their June lows.
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March 2012
Strategy Equities: will oil spoil the party?
After the strong start to the year equity markets are getting vulnerable to profit taking. A further rise in oil prices could well provide the excuse for doing so, certainly as the momentum in liquidity creation seems to have (...)
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January 2012
Innovation Legal & General IM and Source offer a new index for commodity investment
The fund, which tracks the LGIM Commodity Composite Index, is designed to offer high quality, diversified exposure to commodities in a UCITS-compliant ETF...
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December 2011
Opinion Russia is not Egypt (yet)
After Egypt, Russia is the second country where capital flight has been significant this year. Now Russia has a tradition of strong capital flight. Ever since the collapse of the Soviet Union, there have been only a few quarters without a net capital (...)
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December 2011
News Crédit Agricole CIB to withdraw from equity derivatives and commodities activities.
The french bank unveils a new corporate and investment banking model centred on serving major clients and the closure of operations in 21 countries
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November 2011
Note Will the prices of rare earth metals continue to rocket ?
Despite the fact that these rare earth metals have become indispensable to the technological industry, prices have dropped by 25% from those prices reached during last summer
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October 2011
Opinion Stuck between Europe and China
For investors in emerging markets, the positive dynamics in China, on the one hand, and the malaise in Europe, on the other, are causing perplexity.
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October 2011
News Is Margarita Louis Dreyfus looking to sell?
This time, it’s not about the French soccer club, Olympique de Marseille, but a historical trading group called « Louis Dreyfus Commodities »…
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September 2011
Strategy The gold market in Q2 2011
The bubble to worry about is sovereign debt. Gold is the barometer pointing at how worried markets are about it and its consequences.
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September 2011
Kiosk Alternatives to financial markets investments
The financial investment is not limited to financial markets assets and the current uncertainties obviously feed such thoughts. Indeed, there are many investment vehicles that could create value in a portfolio.
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August 2011
News Gold as collateral for a participation in the Greek support plan
Will Finland jeopardize the Greek plan? The country requires collateral in exchange for its participation in the support plan. The German labour minister, Ursula Von Der Leyen, has agreed to those terms…
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August 2011
News Venezuela may nationalize the gold sector
Hugo Chavez announced this Wednesday his will to nationalize the gold sector, including mining and processing, to increase Venezuela international reserves...
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August 2011
Opinion The gold market is a «bubble ready to burst» !
According to U.S. bank Wells Fargo, speculative demand pushed the gold market to « a bubble that is about to explode »…
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August 2011
News The Bank of Korea increases its gold reserves
The bank of Korea revealed that it has purchased 25 tons of gold, allowing the country to almost triple its reserves of precious metals over the last two months...
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