Ceny potravinových komodít porastú

Podľa Barclays Capital ceny potravinových komodít v roku 2010 pravdepodobne porastú, obzvlášť kukurice. Cena cukru zostane vysoká. Avšak napr. pre pšenicu vyhliadky nie sú až také optimistické.

The past year has seen agricultural commodities pulled this way and that by a number of conflicting and volatile trends. The fluctuation of the US dollar, the waxing and waning of macro-economic indicators, quixotic investor sentiment, the ever present ups and downs of the weather and ultimately, by the differences in individual market fundamentals.

Such a mixed environment has resulted in a mixed outcome for agricultural commodities over the course of the year. Grains consistently underperformed, while on the other hand, soft commodities like cocoa and sugar hit multi-decade highs.

Heading into 2010, commodities analysts at Barclays Capital expect to see increasing firmness in soft commodity prices. More importantly, they are also pencilling in some emerging strength in grains, which the team thinks will outperform in terms of price appreciation.

Of all the grains, Barclays likes corn the best right now, noting that inventories remain low across the world's largest producer/consumers nations, the US and China.

Článok:www.sharecafe.com.au/fnarena_news.asp?a=AV&ai=15319

14.12.2009