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2013: commodities to benefit from global macro turning point?

Posted on 20 December 2012

The first part of next year could be good for cyclical and risky assets, says ETF Securities in a research note. Signs of improving global growth and continued strong central bank commitment to a highly accommodative monetary policy, the note says, would indicate that commodities could perform well as an asset class.
The more growth-sensitive commodities, such as base metals and the white precious metals, have most potential to outperform. The more cyclical commodities and those most directly related to Chinese demand will likely perform most strongly, in particular if Chinese growth recovers next year………………………………………..Full Article: Source


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