MJ COMMENT

Mongolian bellwether

Like many people in mining, I’m guilty of being a little preoccupied with trying to gauge where we are in the cycle: are we in a bump up as we bump along the bottom; or are we in the early stages of the next cyclical upswing; or have we seen the better part of the upswing already as we move to more moderate cycles?

When investors show interest in Mongolia it is a sure sign risk appetite is returning

When investors show interest in Mongolia it is a sure sign risk appetite is returning

I make no apologies for this mild obsession. As an industry, whether a resources companies with direct exposure to prices or a services provider (including media), we are all at the whim of the commodity...

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