Commodity Investor

BARCAP_RESEARCH_TAG_FONDMI2NBUR7SWED The Commodity Investor Commodities Research 13 March 2008 Gayle Berry +44 (0)20 3134 1596 Suki Cooper The mode has changed The regular annual survey of investors conducted at Barclays Capital’s fourth Commodity Investors Conference held in Barcelona last calendar week pointed to a con plateuing sizable appetite for commodities by the investing community. The survey indicated a upgrade shift by investors to to a greater extent quick management strategies. Of the total surveyed, 53% forestall clownish commodities to deliver the goods the highest returns across the complex in 2008, while the mass of investors expect oil prices to average over $100 over the adjoining five years. Further, the interest in trading new-fangled markets and products tie in to the mode change themes is high. Despite recent honor market excitability and global recessionary fears, commodity markets call for had a actually strong start to 20 08. Usually during these times, remarkable metals and agricultural markets break away to do better than the susceptibility and unspiritual metals sectors, which ar closely linked to the economic cycle. A essential difference in the modern cycle is the existence of bind supply constraints right through the commodity supply filament and robust demand from uphill giants China and India.

Not completely have base metals and energy prices bucked the historical trend, some (copper, tin and oil) have even departed on to post incomparable highs. Also in this motif: IEA revises non-OECD demand upwards in each quar ter of 2008; perforate market fundamentals ! appease firm, while the scramble for US acreage continues; and potential supply-side solutions to diet price inflation – are GM crops an answer? +44 (0)20 7773 1090 George Hopley +1 (1)212 412 1819 Costanza Jacazio +44 (0)20 7773 0639 Kevin Norrish Amrita Sen +44 (0)20 7773 0369 +44 (0)20 3134 2266 Nicholas Snowdon +44 (0)20 3134 2267 +44 (0)20 7773 3797 Sudakshina Unnikrishnan Yingxi Yu +65 6308 3294 Michael...If you want to worry a full essay, raise it on our website: OrderCustomPaper.com

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