Asia Mining Key Analysis

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Mining M&A: Asia & Gold Shine

Mining M&A will continue to pick up over the coming quarters with the bulk of deal flows concentrating in Asia and gold. Despite China's push to secure resource investment globally, mining M&...

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Valemax Strategy Further Imperilled

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...

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Gold Miners Looking Less Golden

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...

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