Commodities Companies in Emerging Markets Remain Attractive

Source: Mineweb.com (7/15/08)

Dr Mark Mobius, executive chairman of Templeton Asset Management, said in a market commentary commodities will remain an investment theme on the back of continued demand from emerging markets and relatively inelastic supply, although prices may come off their peaks. "Thus, commodity companies should remain profitable and constitute attractive investment opportunities," he said.

Commodity companies in emerging markets should remain profitable and represent attractive investment opportunities despite worries of high inflation.

Templeton Asset Management says its appears that emerging markets face higher inflation pressures than developed markets and although this development appears to be a concern, it doesn't believe commodity prices will sink to extremely low levels in future.

Dr Mark Mobius, executive chairman of Templeton Asset Management, said in a market commentary commodities will remain an investment theme on the back of continued demand from emerging markets and relatively inelastic supply, although prices may come off their peaks. "Thus, commodity companies should remain profitable and constitute attractive investment opportunities," he said.

Mobius said a second reason for commodity-related companies remaining an investment theme was because a "new model of capitalism" has emerged in natural resource companies in emerging markets.

Announcing Streetwise Live! Events
Source: Streetwise Reports (07/13/2020)

Streetwise Reports is offering 100 investors—at no charge—the opportunity to meet via Zoom with executives of precious metals companies as they discuss recent developments at their companies and upcoming catalysts.

"China's export quota could be opportunity for Canadian miners"

Mexico: Gold's Next Powerhouse Player
Source: Marc Davis, BNW News (11/03/2009)

As the world's key gold producing nations struggle mostly in vain to replenish dwindling below-ground supplies, Mexico is bucking the trend in a big way.

Where Have All the Gold Mines Gone?
Source: Brent Cook, Exploration Insights (04/14/2009)

Given the declining global gold production, mining companies’ demand for reserve replacement and the acute dearth of new gold discoveries, there is no doubt that real economic discoveries will be exceptionally valuable. . .the opportunity for stellar profits is the best it has probably ever been. Identifying the few successes, however, will require vigilant and constant technical assessment of geology and drill results, always with an eye to mine economics.

Congo Completes Mining Review, Says Majors Quit Talks
Source: Reuters (12/20/2008)

"Review process is extended an additional 45 days to allow six companies to return to the negotiating table for direct talks with government ministers."