Ivan Glasenberg and Mick Davis have not even reached the altar, yet investors are celebrating a marriage. They assume that trader-cum-miner Glencore’s proposed $88bn “merger of equals” with diversified miner Xstrata is a done deal. But even if Mr Glasenberg’s Glencore and Mr Davis’s Xstrata can agree terms, there are reasons to ask whether this is merely a marriage of convenience.
伊凡•格拉森伯格(Ivan Glasenberg)和米克•戴维斯(Mick Davis)还未走到圣坛前，投资者们就开始庆祝他们的联姻了。投资者认定，大宗商品交易商兼矿商嘉能可(Glencore)提议的与多元化矿商斯特拉塔(Xstrata)价值880亿美元的“对等合并”，已然是板上钉钉之事了。但即便格拉森伯格的嘉能可与戴维斯的斯特拉塔能够就合并条款达成一致，我们还是有理由问一问，这是否只是一场基于利益关系的联姻。
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