Global Mining Views

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Weekly Mining & Projects Roundup

In line with our expectations, the FTSE 350 Mining Index has continued its upward trajectory since August, edging higher towards the 20,000 resistance level. We remain modestly positive on mining...

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Weekly Mining & Projects Roundup

Our expectation for a bounce in Q412 is playing out well with the FTSE 350 Mining Index, continuing in its upward trajectory since August. However, we expect the bounce to be temporary as China's...

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Weekly Mining & Projects Roundup

Although our conviction is being tested by a sharp pullback towards support levels in recent days, we remain modestly positively towards mining equities on a three-month horizon. We target a move up...

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Weekly Mining & Projects Roundup

The bounce in mining equities that we forecast for Q312 is playing out well. We are modestly positive mining equities over the coming weeks as we do not think markets have fully priced in the...

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Resource Bonanza Remains A Distant Hope

BMI View: A consortium of Indian companies led by Steel Authority of India Ltd (SAIL) is set to invest more than US$75mn in the first-phase development of Hajigak iron ore mines in Afghanistan, home...

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Weekly Mining Roundup

In line with our expectations mining equities have lost some of their recent gains as concerns resurfaced over. Our expectation that the FTSE 350 Mining index will retest support at 16,000 is looking...

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