Time to buy iron ore?

With the iron ore price down by almost a third this year and now at much the same level it was four years ago, is there an opportunity in the sector? The answer depends on the enduring strengths of each of the cycles that drove the boom in the first place and then, the individual cost bases of iron ore producers.Let’s deal with the macro issues first.Cycle 1: Chinese catch-up growth and urbanisationOver the past two decades, China steadily opened its markets and generated productivity-driven growth. With the public and private sectors at full tilt, it built-out a modern economy...

With the iron ore price down by almost a third this year and now at much the same level it was four years ago, is there an opportunity in the sector? The answer depends on the enduring strengths of each of the cycles that drove the boom in the first place and then, the individual cost bases of iron ore producers.

Let’s deal with the macro issues first.

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