| According to analysts, the simple risk-on, risk-off trading patterns that characterised commodity markets in 2011 are unlikely to be as successful in 2012. Investors this year will have to move away from trading strategies that link commodities and other risk assets to the ups and downs of the dollar and instead focus more on the supply and demand particulars of each commodity.
For most of the second half of last year, a fresh scare in the euro debt crisis or a weak economic number could lead to a rise in the dollar, and risky assets such as equities and many commodities would sell off in lockstep...............................................Full Article: Source
|