Commodity prices are unsustainable at these levels – Peter Major rings the alarm bells
Commodity | prices

Commodity prices are unsustainable at these levels – Peter Major rings the alarm bells

Mining guru Peter Major is the go to man for anything and everything resource-related, with the veteran mining director cautioning investors on a day where Sasol, Northam and Impala Platinum announced results and earnings guidance. Major noted that the drivers of Sasol’s earnings – chemicals, was largely unexpected by the market given the robustness in…

Commodity | prices

Commodity prices causing rand strength – Andre Cilliers of TreasuryOne

TreasuryOne currency analyst Andre Cilliers breaks down the driving forces behind the rand’s momentum since the beginning of the year. The commodity supercycle has played an integral role in that, and if the commodity boom can continue, the rand has legs to drive even stronger. Piet Viljoen and Nick Hudson also weighed in on the…