05.05.2016 - Investing after commodities super-cycle
According to conventional wisdom, the challenges of global commodities can be attributed to China’s slowdown. Advanced economies are not immune. In the US, just two commodity-related sectors — oil and gas, as well as metals and steel — accounted for more than half of the defaults in 2015. And yet, the rebound of most commodity price indexes in the first quarter suggests different realities. From iron ore to aluminum, most commodities have rallied. Silver is surging. And in China policy authorities have begun to clamp down the frenzy in the commodities markets. Conventional wisdom is off, once again. But why?..............................................Full Article: Source
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