10.09.2013 - The party’s over: The new case for commodities
Commodity prices soared during the first decade of this century. But now the party is over. New sources of supply are coming online just as demand from China is slowing, leading to expectations of price declines. Should investors shun commodity-related investments? We don't think so. Still, the new environment will require that investors take a more focused approach to extract commodity returns. From 2001 through 2010, commodities posted double-digit price increases year after year, with only a brief pause during the global financial crisis. Those days are over...............................................Full Article: Source
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