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The commodities supercycle is over, but the asset class isn’t dead

Posted on 11 September 2013

Commodity prices soared during the first decade of this century. But now the party’s over: new sources of supply are coming on line just as demand from China is slowing, leading to expectations of price declines. So should investors shun commodity-related investments?
We don’t think so. But it will take a more focused approach to extract commodity returns in the new environment. From 2001 through 2010, commodities posted double-digit price increases, year after year, with only a brief pause during the global financial crisis………………………………………..Full Article: Source


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VRS - who has written 36088 posts on Opalesque Commodities Briefing.


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