| The market could be pricing in too many negative outcomes for commodities companies. George and Cheveley, co-managers of the £274.5m Investec Enhanced Natural Resources fund, say the price of commodity equities and their underlying commodities in recent months is due to a mix of sector-specific and macro concerns.
These factors include the effects of cost inflation on both operating costs and capital expenditure, repressed growth among some of the larger names in the sector, fears about slower Chinese growth and recovery in the US leading to a stronger dollar and lower interest rates...............................................Full Article: Source
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