Mines and Money Interview with Chris Baker, Portfolio Manager, Caledonia Investments
Channel: Mines and Money
Date: 2012-10-25

Mines and Money caught up with Chris Baker from Caledonia Investments following his appearance at Mines and Money Australia (www.minesandmoney.com/australia) to ask for his views on the global commodities outlook.

Questions:

(0.10) We've seen a period of underperformance in the commodities market -- what catalysts can turn this around?

(1.00) Which commodities are going to receive the most attention from investors in the next 12 months? Why?

(2.30) With speculation that investment in Australian mining projects is beginning to slow, how do you foresee the landscape changing in Australia? And what strategies can be undertaken to create growth potential?

(3.50 How will these changing market conditions affect mergers and acquisitions in the sector?