UPDATE: Check out these horrible stock picks -- they're mine
Sluggishness in the country's real estate sector doesn't bode well for the broader commodities market.
Research and Markets: Industry Scorecard for the Global Mining Industry
Low-cost resources will allow these basic materials names to maintain their profit margins despite a slowdown in China.
Corporate credit spreads are fairly valued--albeit at the tight end of the range that we view as fairly valued.
We don't see the recent share price declines for metals and mining producers as a buying opportunity on average.
As consumers rapidly embrace online and mobile commerce, traditional retailers are scrambling to refine their strategies.
Improved demand should underpin stronger potash and PRB coal markets in 2014.
Lower commodity prices and a break-up of the European potash cartel have weighed on basic materials stocks year-to-date.
After several years of mixed returns, investors are rethinking how they get exposure to emerging markets.