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  • Editor’s Picks / 28 April 2016 at 0:36 GMT

    For commodities, the bad times are just beginning

    Nikkei Asian Review
    For the commodities market, the good times have come and gone, but the bad times are only just beginning. Each commodities supercycle has always been followed by a downturn that lasted just as long, or longer. With demand weak and oversupply rampant, it is unlikely that this time will be any different. For many countries and companies, this means the only options are adapt or die. Commodities accounted for more than 80% of total exports in 63 of 135 developing countries in 2012-13. Brazil and South Africa were investor darlings until a few years ago. Now their economies are in turmoil, dragged down by their ailing mining sectors. Even richer countries, such as Canada and Australia, are suffering hangovers from the mining boom.
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    Peter Garnry Peter Garnry
    Nissan/Infiniti August U.S. vehicle sales up 11.5% vs 2.7% y/y estimated...
  • Article / 14 May 2014 at 10:41 GMT

    Global steel industry looks white hot, Nippon Steel takes top spot

    Head of Equity Strategy / Saxo Bank
    Global steel industry looks white hot, Nippon Steel takes top spot
    The global steel industry has had tough years since the rebound year in 2009 as overcapacity and waning demand from China have dominated sentiment. However, the industry may have turned a corner with Europe out of recession, a booming car industry, increasing US housing activity and lower input costs. We like Nippon Steel.
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    Benjamin Ehmcke Benjamin Ehmcke
    I like your article. My concentration is GOES and NOES steels and the events effecting them. I have been quoted in both AMM and MelatMiner....