| Commodities had delivered outsized returns compared to most other asset classes since the start of the millennium until the financial crisis. Insatiable demand from China and other emerging nations fuelled the unprecedented rally in commodities, leading many analysts to call it a commodities "super-cycle".
Underperformance in the last couple of years, mainly due to increased output and economic slowdown in emerging markets, left investors wondering whether the commodities "super-cycle" was dead...............................................Full Article: Source
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