16.05.2013 - Goldman 'bearish' on ags but not other commodities
Agricultural commodities offer by far the worst prospects for returns in a raw materials sector which itself looks a poor rival for now - to the potential offered by shares, Goldman Sachs said. The investment bank, highlighting this year's significant outperformance of shares over commodities after a decade close correlation, termed this divergence a "return to a more normal state of affairs", in which assets were more prone to idiosyncratic price drivers...........................................Full Article: Source
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