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Interesting to hear about Thailand, a country we have visited numerous times. In Japan we have never had a lock down, but just started to have pubs and clubs open later than 8pm.
Also starting to look at divs for my retirement but where to live??
Thought you might find this interesting as Kenmore recommended
LIVE MARKETS-Commodities: First remove the froth
* U.S. equity index futures little changed; Fed Minutes at 2 PM
* Euro STOXX 600 down ~0.2%
* Dollar ~flat; gold falls, crude rises
* U.S. 10-Year Treasury yield ~1.66%
April 7 - Welcome to the home for real-time coverage of markets brought to you by Reuters reporters. You can share your thoughts with us at markets.research@thomsonreuters.com
COMMODITIES: FIRST REMOVE THE FROTH (0919 GMT/1319 GMT)
Maybe it's a bubble, or perhaps we should say frothy trade.
But whatever we call it, it seems that speculative buying drove some commodity prices recently, and this should come to an end sooner or later, impacting shares in miners.
"We expect that some of this froth will fade over the summer, with inflation concerns and eventual rate hike pressures weighing on metal prices," according to Berenberg analysts.
But it does not seem to be over yet. "The upbeat 'playlist' of stimulus measures and optimism have scope to enable commodity prices to surprise to the upside, at least in the near term."
But as new supply is coming, Berenberg analysts expect price corrections in the second half of 2021.
They are cautious on gold after net outflows of exchange-traded funds (ETFs) and believe it is likely to drift lower unless the pandemic's fallout keeps rates lower for longer.
Bottom line, Berenberg takes a neutral/negative stance on precious metal miners, favoring Polymetal
Preferred names remain Central Asia Metals on strong free cash flow and dividend yields, such as Kenmare and Tharisa
Anglo American is its favored diversified miner, while it remains hold-rated on Tinto
(Stefano Rebaudo)