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Commodities: The most ‘beautiful’ ones and the ‘ugliest’

Posted on 06 October 2011

Commodities continue to be hammered by financial market turmoil and risk aversion among investors. Commodity fundamentals may be stronger now than before but if a recession were to materialise, a further crash would occur.
“However the downside compared with 2008/09 would be much smaller, in our view, partly because prices would be falling from less lofty heights, but also because of robust cost suport levels in many markets and a significant expansion in the emerging market share of commodity demand in the past few years,” according to an analysis by Barclays Capital……………………………………….Full Article: Source


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VRS - who has written 42143 posts on Opalesque Commodities Briefing.


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