J.P.Morgan Asset Management’s James Sutton believes a recovery is likely for the macro-commodity sector as he sees significant returns in his natural resource funds.  The J.P.Morgan Natural Resources fund is up nearly 18% since June, however it remains 50% below 2011 highs.  This highlights an increased perception that commodity prices may have bottomed.  Sutton sees… Continue Reading

When Glencore and Xstrata merged earlier this year in a $30 billion deal, the Chinese regulators demanded that Glencore sell its Las Bambas mine in Peru by September 30, 2014 in order for them to approve the massive merger.  It appears that Chinalco Mining, the listed copper arm of the state-owned Aluminum Corp of China is interested… Continue Reading