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Commodities are likely to outperform in the next quarter

Posted on 31 March 2011

The global macro environment in the first quarter of this year has been a “tug of war” between attractive economic momentum and reasonable evaluations versus a growing list of risks such as oil prices, European sovereign credits and natural disasters. On a global basis, risk assets such as equities and commodities have continued to perform well as the economic momentum trumped the growing concerns.

Geographically, we saw Asian stocks and developed markets (DM) start the year with healthy performance. As the double-dip fears eased and the recovery strengthen in the developed markets investors became more willing to accept equity risks………………………………………Full Article: Source


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VRS - who has written 34624 posts on Opalesque Commodities Briefing.


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