After a trendless first half of the year, copper prices climbed about 55 percent rise in the second half of Return To Tiffany year. The commodities sector -- from gold to grains to oil -- has been the standout performer in 2010, beating bonds, currencies and shares. While many analysts Paloma Picasso broad gains to continue, some see base metals as among the most attractive. Harmonic Capital Partners, a $575 million managed futures fund that's among the top performers in its class this year, favors those commodities least able to expand supply quickly over those that have more flexible supply. "This leads to a view that metals are likely to outperform agricultural commodities," said investment partner Patrik Safvenblad in an interview. Tiffany Rings Paribas sees a 500,000 tonne deficit in the roughly 20 million tonne market next year, and believes that markets are already pricing in tighter conditions. "What the world is lacking is not new mines Tiffany Pendants se but new monster mines," said BNP Paribas analyst Stephen Briggs.
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