As the mining sector heads for recovery, IROs and analysts need to start getting their hands dirty.
From spinster to supermodel is some makeover. But the once dowdy mining and metals sector has thrown away its safety specs and become sexy – fast. In March this year the Reuters CRB Commodity Index – one of the most respected bellwethers of commodity futures – came close to doubling since 2002. And natural commodity money has not just been shoveled into mining and gold stocks, but also into energy and agriculture. Commodities prices cooled recently, but many think mining and metals
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