South African mining stocks have fallen 16% in September, a sharp decline in a sector that remains deeply connected to employment, investment and the performance of the JSE.
Gareth Edwards and Francis Herd unpack what is putting miners under pressure, from falling gold and platinum prices to movements in the US dollar. They also ask whether a steep sell-off creates a buying opportunity, why mining stocks can be unexpectedly volatile, and what Gold Fields’ pursuit of an Australian miner tells us about the changing shape of the sector.
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Chapter List
(00:00) South African Mining Stocks Fall 16%
(00:59) Why Gold And Platinum Prices Are Falling
(03:00) Is This A Buy-Low Opportunity?
(03:57) Gold Fields Looks To Australia
