Brazil's Vale : Iron-Ore Price Floor Still $110/Ton Long-Term
Zambia Copper Output Rise 16% in First Half
Brazilian Shares Close Little Changed, JBS Rises; Real Stronger Against Dollar
ArcelorMittal Warns on Profit as Lower Iron-Ore Price Takes Toll--Update
Brazil Stocks Close Lower; Real Weakens Against Dollar
Sluggishness in the country's real estate sector doesn't bode well for the broader commodities market.
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.
Low-cost resources will allow these basic materials names to maintain their profit margins despite a slowdown in China.
As consumers rapidly embrace online and mobile commerce, traditional retailers are scrambling to refine their strategies.