23.01.2009 - Baring predicts upcoming commodities demand
From FT Adviser.com: Baring Asset Management is forecasting a strong recovery in commodities as it launches a Global Agriculture fund. Despite a 50 per cent reduction in asset prices in the last two months Jonathan Blake, manager of the Baring Global Agriculture fund, said he anticipated strong demand from emerging economies and supply side constraints will continue to drive demand for commodities in the long-term. Growth of emerging markets, such as China and India, meant the commodity cycle was still in its early stages, according to Mr Blake, and would ensure it would continue to run..... Full Article: Source
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