Commodities: March 15, 2010
Any assessment of commodities as an asset class doesn’t get far before China comes into the discussion. Although most people know that China is important, it is difficult to overstate just how vital it is to today’s commodity
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Commodities: March 07, 2010
Cobalt and molybdenum trading has been underway on the LME for two weeks now and by all accounts has made a good start. These minor metals have high values and both are vital constituents for making steels, and especially the
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Commodities: March 01, 2010
The New Year is no longer quite so new, and some of the optimism that surrounded markets at the start of 2010 has started to look a little frost damaged. It is now clear that the major developed economies are recovering, but that
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Commodities: February 22, 2010
The sun rises in the east and sets in the west. It is certainly setting in the west now, as China has won a huge economic battle with the US without firing a shot. It has over US$3 trillion in the kitty at the moment and is
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Commodities: February 22, 2010
It is one of the unwritten rules of the market that when the dollar goes up metal prices go down. But last week markets witnessed a clear demonstrated the maxim that rules are made to be broken, as the US currency rose 0.9 per
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