CAPITAL MARKETS

Macquarie crushes optimism

DESPITE the much better sentiment over the past month or so, Macquarie’s 3D view of the commodity world hasn’t changed. And with that view pertaining to destocking, divestment and desperation, that’s not what miners or their shareholders will want to hear.

Michael Quinn
Macquarie crushes optimism

For while the investment bank believes the much better outlook February was a result of the improved sentiment about China being amplified by currency and equity markets, the fundamentals remain negative...

Start a free trial to continue reading this article
Already have an account?  
Subscribe now
MORE ON THIS TOPIC

A growing series of reports, each focused on a key discussion point for the mining sector, brought to you by the Mining News Intelligence team.

A growing series of reports, each focused on a key discussion point for the mining sector, brought to you by the Mining News Intelligence team.

editions

MiningNews.net Research Report 2024

Access a multi-pronged tool to identify critical risks and opportunities in Australia’s mining industry.

editions

Mining Journal Intelligence Investor Sentiment Report 2024

Survey revealing the plans, priorities, and preferences of 120+ mining investors and their expectations for the sector in 2024.

editions

Mining Journal Intelligence Mining Equities Report 2023

Access an exclusive, inside look on the quarterly mining IPOs and secondary raisings data and mining equities performance tables with an annual Stock Exchange Comparisons supplement.

editions

Mining Journal Intelligence World Risk Report 2023 (feat. MineHutte ratings)

A detailed analysis of mining investment risks across 121 jurisdictions globally, built on 11 ‘hard risk’ metrics and an industrywide survey.