Are miners dividend stocks or raging shorts?

Tuesday, 26 September 2017

It’s so 2015 for big miners and their fan boys, via the AFR:

Iron ore is officially in a bear market but that’s no reason to give up on the mining sector, according to Morgan Stanley’s mining sector analysts.

Still, the latest downward move for the iron ore price tallies with Morgan Stanley’s price expectations for the metal from the third quarter of 2017.

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About the author

David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific’s leading geo-politics and economics portal. He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.