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MINING BOOM News & Analysis

Arcadium a steal but how much difference will it make to Rio Tinto
Stocks
Arcadium a steal but how much difference will it make to Rio Tinto
Rio have made a counter-cyclical move to buy some of the world's lowest-cost lithium assets. Our mining analyst Jon Mills says the firm is still all...
Jon Mills, CFA | 15 October 2024
BHP earnings highlight all the reasons I don’t invest in miners
Stocks
BHP earnings highlight all the reasons I don’t invest in miners
There are no good and bad investments. There are good and bad investments for each of us.  
Mark Lamonica | 28 August 2024
Is Rio Tinto undervalued after Q2 earnings?
Stocks
Is Rio Tinto undervalued after Q2 earnings?
Rio Tinto's earnings met our expectations but there may be better opportunities elsewhere.
Joseph Taylor | 17 July 2024
Key takeaways from Morningstar’s Mining Outlook
Markets
Key takeaways from Morningstar’s Mining Outlook
Chances are you've got heavy exposure to the mining sector. The latest Investing Compass episode goes through the key takeaways from Morningstar's...
Mark Lamonica | 06 May 2024
Lessons on investing in miners
Stocks
Lessons on investing in miners
This dominant industry in the ASX holds some unique challenges for investors.
Jon Mills, CFA | 18 March 2024
Our 4 top mining picks
Stocks
Our 4 top mining picks
Commodity prices supportive, some opportunities available; China’s modest economic growth weighs.
Jon Mills, CFA | 19 December 2023
Miners and banks had a good run but it's coming to an end: Editor’s note
Markets
Miners and banks had a good run but it's coming to an end: Editor’s note
The global forces that buoyed Australia's favourite sectors for decades are shifting into reverse. 
Lewis Jackson | 05 August 2022
Fair values cut across mining sector as boom comes to abrupt halt
Stocks
Fair values cut across mining sector as boom comes to abrupt halt
Investors bet demand for fuel and metals will fall as central banks raise interest rates to battle surging inflation.
Nicki Bourlioufas | 26 July 2022
Aussie equities have little to fear from rising rates
Stocks
Aussie equities have little to fear from rising rates
A booming local economy and a share market packed with miners and banks should offset any damage from higher rates.
Lewis Jackson | 28 April 2022
Silver linings in the iron ore sell off
Stocks
Silver linings in the iron ore sell off
BHP and Rio Tinto are back in fairly valued territory.
Lewis Jackson | 26 November 2021