Commodity Trade Mantra

Posts Tagged ‘Demand from China’

Commodities are at the Cheapest since around 2002

Jeremy Grantham says the current commodities bear market is a consequence of the record-breaking bull market that came before it & was further exaggerated by a sustained slowdown in demand from China. But it seems that the worst is over & that commodities are likely close to a bottom. Investment attitudes are extremely negative, which is, as always, a requirement for change.

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