A watchlist amid resources red flags

The resources boom may well be waning, but opportunities in the sector can still be unearthed. Gaurav Sodhi develops a watchlist in anticipation of further price falls.

The world has witnessed the longest, most significant resources boom in modern history. From 2003 to 2011, with the brief interruption of 2008, commodities of every description—oil, gold, metals, agriculture and fertiliser—flourished (see Chart 1).


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