Love or hate them, for either good or bad reasons, but you have to acknowledge and respect De Beers (Anglo American)’s perspective on the diamond industry. Irrespective of your’s, you can read De Beers’ first hand opinion in both the:
De Beer’s Diamond Insight Report 2014 (released earlier, September 2014).
Transcript of MARK CUTIFANI, PHILIPPE MELLIER, BRUCE CLEAVER, PAT LOWERY AND GARETH MOSTYN – ANGLO AMERICAN DE BEERS SEMINAR – LONDON, 03 Nov 2014
I have read both documents and they helped shaping my opinion. I hope it will also help you.