| Commodity prices soared during the first decade of this century. But now the party’s over: new sources of supply are coming on line just as demand from China is slowing, leading to expectations of price declines. So should investors shun commodity-related investments?
We don’t think so. But it will take a more focused approach to extract commodity returns in the new environment. From 2001 through 2010, commodities posted double-digit price increases, year after year, with only a brief pause during the global financial crisis...............................................Full Article: Source
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