NATURAL RESOURCES - Australia gets ready for real resources
BHP Billiton's bid for Rio Tinto has unearthed the true scale of ambition in Australia's resources sector. Most analysts are optimistic that consolidation will continue, with a new wave of explorers at that point in their cycle. The fly in the ointment would be a drop in demand from China and India. Lachlan Colquhoun digs into the sector's dynamics.
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