09.02.2011 - Commodities to beat emerging market stocks in 2011, SocGen says
From Bloomberg: Commodities will beat stocks in China, Brazil and other emerging economies this year as inflationary pressure curbs equity gains, said Societe Generale. Growth of raw-material consumption in emerging economies led by China will be sustained even as prices advance, said commodity analyst Jeremy Friesen, who was a strategist at Morgan Stanley in New York before joining the Paris-based bank..............................................Full Article: Source
Print