02.09.2013 - Supply fears, short-term positioning drive up commodities
The recent price gains in a range of commodities covering mainly energy products and metals have once again raised questions whether the global markets have returned to the so-called commodity super cycle or boom period despite some setbacks and whether the recent performance is sustainable over time. This quarter so far, commodities have been among the strongest performing assets even as equity markets faced losses. Coming in the backdrop of sluggish global growth and indifferent demand, the price gains are clearly attributable to the risk of supply disruptions, especially in oil...............................................Full Article: Source
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