Industry Trend Analysis - Constructive On Mining Sector, Despite Major Challenges - MAR 2014
Americas March 2014 / Mexico / Industry
Recently released data on foreign direct investment (FDI) into Mexico's mining industry confirm our constructive view towards the industry, reaffirming our belief that the country will be a relativ...
Industry Trend Analysis - Valemax Strategy Further Imperilled - MAR 2014
Americas March 2014 / Brazil / Industry
We expect further complications for Vale's strategy of increasing its Chinese iron ore market share after China's Transport Ministry reaffirmed a long-standing ban on Valemax ships berthing at...
Industry Trend Analysis - Gold Miners Looking Less Golden - MAR 2014
Americas March 2014 / Latin America / Industry
We believe that recent released earnings of major gold miners in the Americas reflect current financial struggles and indicate continued weakness in 2014. Our forecast for falling gold prices over...