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Investors alerted to upside in commodity prices
September 09, 2009
Helen Henton, Standard Chartered’s head of commodity research, argues that the rise in commodity prices is largely sustainable, and reveals which have the greatest potential for gains.
Government stimulus spending has been one of the key factors behind commodity price recovery, both directly through infrastructure spending in China, and indirectly through the recovery in risk appetite and investor flows.
While interest rates will probably begin to edge...
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