Original article by Vanessa Desloires
The Australian Financial Review – Page: 19 & 25 : 14-Oct-16

Citigroup’s Clarke Wilkins forecasts that the share prices of BHP Billiton and Rio Tinto will fall in coming months. He says a reduction in China’s stimulus program will in turn reduce demand for commodities. George Boubouras of Contango Asset Management adds that there is limited scope for further gains in the price of iron ore and coking coal, which will dampen earnings growth for BHP, Rio Tinto and Fortescue Metals Group. However, Peter O’Connor of Shaw & Partners remains upbeat about the outlook for the resources sector, particularly large-cap mining stocks.

CORPORATES
CITIGROUP PTY LTD, CONTANGO ASSET MANAGEMENT LIMITED – ASX CGA, SHAW AND PARTNERS LIMITED, BHOJA AIRLINES, RIO TINTO LIMITED – ASX RIO, FORTESCUE METALS GROUP LIMITED – ASX FMG, OZ MINERALS LIMITED – ASX OZL, ALUMINA LIMITED – ASX AWC, ILUKA RESOURCES LIMITED – ASX ILU, STANDARD AND POOR’S ASX 200 INDEX, UBS HOLDINGS PTY LTD, SOUTH32 LIMITED – ASX S32, WHITEHAVEN COAL LIMITED – ASX WHC, OIL SEARCH LIMITED – ASX OSH, AWE LIMITED – ASX AWE, TRIBECA INVESTMENT PARTNERS PTY LTD, NEWCREST MINING LIMITED – ASX NCM, UNITED STATES. FEDERAL RESERVE BOARD