Daily FNArena News

A glance through the latest expert views and predictions about commodities, with an update on the impact of Chinese trade data and the impact on agricultural markets of the Iceland volcanic eruption.

Leading nickel producer Mincor likes to focus on steady shareholder returns through the cycles, frustrating analysts who expect all companies to maximise leverage, but pleasing long term shareholders.

Investors should not assume other countries in Europe are battling the same problems as Greece, argue Alcidi Cinzia and Daniel Gros.

Recent reports by industry consultant BIS Shrapnel and a survey by National Australia Bank both point to improving conditions in Australian commercial property markets.

The TechWizard believes the intermediate top for the Australian share market is now behind us.

Morgan Stanley has identified some more small cap companies where it sees value, while Macquarie has Boart Longyear on its Marquee Ideas list.

Fortescue has been a bit left behind in the recent iron ore share price rush but its quarterly production report suggests progress is pretty reasonable.

TradeTech’s weekly price benchmark for yellow cake has risen slightly to US$41.25/lb.

Chinese demand is growing but producers continue to explore for additional gas supplies, meaning not everyone in the Australian LNG market is likely to emerge as a winner.

The TechWizard reports he cannot get excited about Westfield’s prospects.