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Commodities supercycle ?

dspp
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Commodities supercycle ?

#373838

Postby dspp » January 6th, 2021, 1:55 pm

https://www.reuters.com/article/metals- ... KL8N2JF3R2

LONDON (Reuters) - Will COVID-19 kick-start a new commodities supercycle? Goldman Sachs thinks so.

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johnhemming
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Re: Commodities supercycle ?

#373842

Postby johnhemming » January 6th, 2021, 2:03 pm

I think we need to keep an eye on energy costs and the extent to which they underpin commodities.

MaraMan
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Re: Commodities supercycle ?

#373862

Postby MaraMan » January 6th, 2021, 2:28 pm

I Hope they are right as I agree and have a reasonable proportion of my portfolio invested on this basis. Certainly the SP's have been heading in the right direction for a little while, and Sylvania Platinum now my biggest climber overall.

MM


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