Our Outlook for Basic Materials Stocks
Uncertainty surrounding OECD recovery prospects and China's breakneck growth promises big stock volatility in the third quarter.
Quarter-End Insights
Mentioned: First Quantum Minerals Ltd (FM)
, Xstrata PLC (XTA)
, thyssenkrupp AG (TKA)
, Cloud Peak Energy Inc (CLDPQ)
, Nucor Corp (NUE)
, ArcelorMittal SA (MT)
, Monsanto Co (MON)
, Massey Energy Company (MEE)
, Vulcan Materials Co (VMC)
, Freeport-McMoRan Inc (FCX)
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- European fiscal tightening casts doubts on the strength of the OECD recovery.
- China's efforts to cool its property market could hamstring demand for some industries.
- Pending government tax, trade, currency, and regulatory decisions will play a decisive role in picking the winners and losers in this highly uncertain time.
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Daniel Rohr does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.