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Africa rising

A lot of resource investors stop listening to corporate presentations when they learn the company’s project is in Africa. More often than not the country risk of exploring for minerals in the “dark continent” (as Africa was known to 1...

Stop feeding the Chinese ‘Belt and Road’ trojan horse

“ Whoever has an army has power.” - Mao Zedong In March Italy broke ranks with its EU partners in joining China’s Belt and Road Initiative, known also as One Belt, One Road or the New Silk Road. Students of history know the original...

New Beginnings With the Year of the Rat

Saturday marked the Chinese Lunar New Year, a time when as many as 400 million people ordinarily travel to visit family and go on vacation. Before the coronavirus struck, 3 billion trips were estimated to take place during the 16-day celebration, while some 79 million p...

US is winning trade war with China...for now

The ongoing battle between the United States and China for economic supremacy isn’t only being fought in the gilded ballrooms of Washington, as trade negotiators from either side parry over automobile parts content, intellectual property rights, government su...

Copper bulls ride on increased orders, mine disruptions

Hit hard by the pandemic when it first struck China in February, then again in March when it spread to the Middle East, Europe and North America, over the past month copper prices have ticked up, as economies gradually reopen and growth prospects improve. True to its “Dr. ...

How China wins trade war

The trade feud between the US and China has deteriorated into trench warfare, with tariffs used as bayonets to bludgeon the other’s economy into submission. China’s Huawei has been blacklisted and US firms ordered to stop doing business with t...

5 Things Every Investor Should Know Right Now

Say what you will about last week, it certainly wasn't dull. The Federal Reserve, seemingly capitulating to President Donald Trump and Wall Street, became just the latest central bank to cut interest rates. Meanwhile, the president escalated the trade war even further, an...

Buzz on the Bullboards: Has COVID’s Storm Passed, or is it the Eye of the Hurricane?

(Image via the National Association of Insurance Commissioners.) With headlines dominated by COVID-19 and one-million-plus jobless claims, the threat of hurricane (now tropical storm) Laura had almost come and gone without much international attention. Its path a...

Trade impasse threatens US lithium, rare earth imports

On Friday the United States made good on its threat to ratchet up the trade war against China, after the two parties failed, after weeks of negotiations, to reach a deal. The Trump administration hiked tariffs on $200 billion worth of Chinese imports to 25% from 10%...

Why Trump’s low-dollar plan won’t work

The slowdown in the United States, and throughout the world, has led many to speculate that the time has come for an intervention in the US economy. Despite a healthy stock market and the economy barreling along at near full employment , persistent negative economic in...
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