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What are the chances of a new boom in commodities?

 
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Old 16-04-2010, 11:40 AM   #1
Sim
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What are the chances of a new boom in commodities?
ASX Podcast "What are the chances of a new boom in commodities?" by Craig James, CommSec


Click play to listen, or download the file.
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This is a general comment only and does not constitute advice. Before making financial decisions you should seek advice from a professional adviser, who can take into account your specific circumstances and investment goals.
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Old 23-08-2010, 08:00 PM   #2
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Hi,
Thare are some chances of a new boom in commodities?
Global economy is recovering
China leads the way
China’s industrialisation has just begun
A major historical event
Will supply fail to keep up?
Australia well placed to benefit
But poses major structural changes





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Old 23-08-2010, 08:20 PM   #3
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I'm betting 10% of my portfolio on commodities. Also have exposure through the miners in the Asx index.




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Old 24-08-2010, 06:10 PM   #4
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Quote:
Originally Posted by Johny_come_lately View Post
I'm betting 10% of my portfolio on commodities. Also have exposure through the miners in the Asx index.
Just being Australian earning AUD makes you heavily exposed.



We are all riding the mining boom, whether we want to or not.
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