Whilst investors keeping faith with commodities can look forward to a recovery, the factors influencing the medium to long-term outlook for commodities will be similar to those before the onset of the so-called super-cycle.
That seems to be the message set down by Kevin Norrish of Barclays Research who said that the synchronous price upswing in commodity prices between 2004 and 2008 was unlikely to be repeated because commodities would be driven more by specific supply and demand fundamentals. "What we expect is a return to commodity risk," he said at a presentation in Johannesburg..........................................Full Article: Source
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