August 2014 Analysis

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

Mining equities will see resilience in the coming weeks as metal prices remain elevated compared to Q214 levels. We expect gains for copper, aluminium, iron ore and zinc prices in the coming weeks on the back of stronger Chinese manufacturing activity in June. Nevertheless, we remain below consensus towards China's growth prospects in the coming quarters and expect further weakness by Q414. Exp...