仍然看好資源板塊

以資源,財經板占74%的TSX前幾周受美國次及貸款的信用危機拖累,出現大夫會調,上周四TSX曾跌-14.9%, 資源基金也平均跌了19%; 貴金屬基金平均跌了24%,能源基金平均跌了16%. 這不禁引起人們對資源牛市能否繼續,或商品大牛市完結的疑問.

今早傳來,世界上最大的礦業公司BHP報告連續第二8個贏利的季度財報,稱:  weakness in the U.S. housing market shows no sign of hurting commodity demand in Asia and Europe. 公司CEO稱:

Global demand for commodities remains strong, driven by China, buyer of a fifth of BHP's products, Chief Executive Officer Charles Goodyear said. The average cash price for nickel, used in stainless steel, more than doubled in the half, and copper, used in pipes and wires, rose 12 percent.

``The commodities markets are pretty solid across the globe,'' said Neil Boyd-Clark, who helps manage the equivalent of $3.5 billion at ABN Amro Asset Management in Sydney. ``Subprime issues are more confined to Western markets, rather than the Chinese economy, which drives their growth.''

``The group's economic outlook and significantly raised dividend offer confidence, though the shares will clearly remain at the mercy of wider market turbulence,'' said Simon Toyne, an analyst at Numis Securities Ltd. in London.

``Supply-side pressures will remain high and demand growth from China is expected to remain robust,'' BHP said in a statement to the exchange. ``The global economy remains robust, driven by solid activity in Asia and Europe.''

``Our customers in China and India believe domestic supply and demand criteria are much more important factors in their markets,'' BHP said.

New CEO'

The miner had record annual production for natural gas, alumina, aluminum, copper, nickel, iron ore, manganese ore and coking coal. It expects ``significant volume growth'' in oil, copper, iron ore and nickel in 2008.

BHP is the world's top producer of coal for the steel industry and third-biggest iron-ore exporter. It controls Chile's Escondida copper mine, the world's largest, and also produces oil and gas.

此外:
 
-TSX MINGING指數在MA200天均線附近出現大力反彈,有望繼續保持牛市上行的勢頭;
-黃金仍然被看好,在660附近得到支撐;
- 中國股市繼續創新高,受次貸危機的影響有限,有望繼續保持增長,
-中印對商品及原財料的需求增長收受次貸危機的影響有限,資源板繼續看好;
-亞洲及歐洲股市繼續保持增長,

等等


因此,資源板依然看好,TSX有望在明年初再創新高度