Lucinda Chan
Lucinda Chan
certainly conducive economic environment far global question
The question is how far does it go from here. Certainly the environment is conducive to strength, because the global economic fundamentals are good.
across board costs drop good last resources starting stocks stretched takes year
Those resources stocks were starting to look stretched after a really good year last year, so all it takes is a drop in commodities across the board for them to come off. Some stocks will benefit, though, particularly the manufacturers as their costs go down.
cause global metal prices resource volatility worry
There is still some volatility in global metal prices which is a cause of worry for the resource sector.
concern costs gold inflation rising specter tends
Gold tends to be inflation related, and there's concern about the specter of rising costs now.