The Analysis: De Beers: From Supply to Demand
http://www.businessweek.com/managing/content/jan2009/ca2009016_644338_page_2.htm
Useful links:
http://w4.stern.nyu.edu/faculty/facultyindex.cgi?id=444
www.debeersgroup.com
I think it was an interesting analysis by someone with a solid industry understanding.
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