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Bankers see investor shift towards commodities

Date: 27 Jan 2010

Emerging market economies offered strong returns last year, but bankers are touting commodities as a potential trend for 2010. Given the likelihood of price volatility and seasonality, they expect investor education lies in store.

Keywords (click to search): [commodities] [gold] [platinum] [Samuel Ng] [RBS]

Pamela Tang
Senior bankers have outlined a shift in investor sentiment away from emerging markets towards commodities and are touting this as a potential trend for 2010.

Last year emerging market economies offered strong returns to investors, particularly in comparison with their developed peers. The Shanghai Composite Index soared 80% in 2009, for example, while the Dow Jones Industrial Average managed just a 19% gain.

But this year, investors have grown more cautious on the near-term outlook for emerging markets, amid concerns about the prospect of monetary tightening by governments.

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