08.11.2011 - Commodity markets poised for relief rally
The commodity markets have become more volatile and more highly correlated with the risk on/risk off market regime that has done nothing but cause trouble and confusion for most investors over at least the past year. From time to time commodities have shown some solid resilience and at other times commodities have been taken out back for a solid beating. One of the key fundamental drivers behind the occasional strength in commodities has been demand from China. Some people argue that China is increasingly becoming a house of cards...............................................Full Article: Source
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