June 2014 Analysis

Industry Trend Analysis - Weekly Mining & Projects Roundup - JUNE 2014

The Bloomberg World Mining Index will continue to trade sideways over the coming months. China's fixed asset investment slowdown will coalesce with weakness in gold prices to dampen the share price performance of mining equities. Still, we expect some PGM producers to outperform, given our constructive outlook on palladium prices. We maintain a bullish sector strategy view on North American PGM...