Botswana's government's efforts to develop the coal mining sector will yield steady progress, supported by low operating costs, a solid project pipeline and rising domestic demand. Nonetheless, the government's coal initiatives within the context of reducing dependence on the diamond sector will face headwinds from subdued coal prices and the outsized value of the diamond sector.
Turkey's mining sector will expand at a steady pace through our forecast period to 2020, with the failed coup in July 2016 having no effect on mining operations. Nevertheless, increased incidences of civil and environmental protests will pose challenges while an increasingly favourable investment climate encourages new entrants into the industry.
Our core view remains for the Democrat presidential candidate Hillary Clinton to win the November 8 US election, but uncertainty has grown over recent days as Clinton has seen her lead in the national polls shrink. A surprise Trump victory or a potential dispute over the results of the elections would boost safe haven assets including gold prices in the days following the elections. Although...
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