Stocks to hold during high commodity price volatility
It’s no secret that an investor rotation out of resource stocks – increasingly exposed to commodity price weakness – and into under-valued industrials, financials and US/Asian assets has been gathering momentum for the last few months. The penny has finally dropped that the Small Resources Index – which grew 47 per cent in the six…
3 miners ready to roar
With China and India’s insatiable appetite for resources fuelling a once-in-a-lifetime commodities super-cycle, many mid-cap miners are set to soar over the coming year. Coming soon – article to appear in an upcoming newsletter.
How to take advantage of the commodity boom
There’s little doubt that commodities – at least some of them – will continue their price boom this year, despite concerns about slowing Chinese growth and the fragile recoveries occurring in the US and Europe. But getting on board to take advantage of the trend as an ordinary investor takes some thinking through, and as…