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Alex Moiseev From Precy Dumlao, Opalesque Asia:

The commodities sector will experience another bull market once inflation breaks out and gathers momentum which would push the financial markets to fully appreciate the threat of a global rise in inflation, said managed futures fund manager Dighton Capital Management.

In a statement, Alex Moiseev, principal and chief investment officer at Dighton Capital said, "We have not seen the end of the commodity cycle. It will probably be another two or three years before we see the peak in prices. The current consolidation period in commodities could last another two to 18 months. Investors are only beginning to see inflationary pressure and it is not officially recognized by governments. That is still putting the brakes on capital inflows into commodities."

He added that the recent rout of the commodities markets was just a temporary consolidation.

Earlier this month, the commodities sector was hit by a major slide which wiped out $99bn of market value. The week-long rout was being blamed on the slower growth in U.S. service industries and fewer German manufacturing orders which saw the Standard & Poor’s GSCI Index of 24 commodities fall 11%, the most since December 2008, and erase all gains since mid-March.

Moiseev added that a correction in the commodities mark......................

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