From Moneycontrol.com: Christian Goldsmith of Fortis Investments s positive on China and India economies. He is bullish on commodities but bearish on metals. He feels increased exposure to gold acts as a hedge against the economic slowdown.
Within Asia, we see a slightly different picture where the companies, the supplies of those commodities to China given the stimulus package in the focus of infrastructure. Those can look more attractive than perhaps those who are selling to companies elsewhere in the world. …. Full Article: Source