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Category: “Commodities”
News about investing in frontier market and emerging market commodities.
- Petróleos de Venezuela (Pdvsa) Now Verges on Collapse (NYT)
- Russia’s Oil Industry Powers On Despite Sanctions (WSJ)
- Mongolia Flounders After Becoming “Minegolia” (WSJ)
- Investors Exit Africa for Other Frontier Markets (WSJ)
- Frontier Market ETFs Have 72% Exposure to Oil-Dependent Countries (FT Adviser)
- YPO CEO Survey: UAE Business Confidence Declines Significantly (YPO)
- CLSA Feng Shui Index Predicts a Good Year for These Chinese Sectors (CNBC)
- Old Mutual CEO: Low Oil Prices Won’t Stop Me Investing in Africa (CNBC)
- Margetts’ Ricketts: Low Oil Prices Mean Asia and Emerging Market Funds Can Keep Rallying (FE Trustnet)
- Sanctions Will Impact Russian Arctic, Deepwater & Shale Oil Exploration (FT)
- Russia’s Mechel to Dump US and Other Assets to Focus on Asia (MT)
- South African Gold Mines “Would Not Weather Strike” (BusinessDay)
- Mining’s Iron Grip on the South African Economy (Reuters)
- South Africa’s Broken Mining Labor Model (BD)
- Why Commodities Don’t Belong in Portfolios (Institutional Investor)
- Moody’s Downgrades Four African Nations
- Mining Collapse Cripples Africa’s Dreams of Prosperity (WSJ)
- Is Your Emerging Market Strategy Overexposed to These 3 Factors? (KraneShares)
- Russia, Kazakhstan and China are Buying Gold (The Diplomat)
- YPO CEO Survey: Africa CEO Confidence at 5-year Low (YPO)
- Heatmap: Structure of Russian Exports (Research Affiliates)
- How India (Mostly) Benefits From Low Oil Prices (The Economic Times)
- Aberdeen CIO: Investors Are Not Prepared for a Rise in Oil Prices (FE Trustnet)
- Gary Shilling: 9 Investment Ideas for the Current Risk-On World (Business Insider)
- Will the Russia-China Gas Deal Give Japan Energy Security? (Reuters)
- Miners From Emerging Markets Outperform Peers From Developed Countries (PwC)
- The BIG Loser in the Russia-China Gas Deal? Australia (SMH)
- When China Sneezes, Latin America Gets the Flu Thanks to Commodities (IPS)
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