Fádne vyhliadky pre komodity?

Správa Bloomberg vykresľuje pochmúrne vyhliadky pre komoditné trhy. Po prvý krát za 5 týždňov hedžové fondy znižujú svoje býčie vyhliadky pre komodity kvôli špekulácii, že dopyt po potravinách, palive a kovoch sa bude znižovať. Špecialista na agri-komodity avšak tvrdí, že čo sa týka potravín, tak je to len dočasný fenomén. Fundamenty hovoria jasne v prospech potravinových komodít.

On Monday, a Bloomberg report appeared portraying a dull picture of the commodity markets. It said, hedge funds are cutting their bullish bets on commodities for the first time in five weeks on speculation that demand for food, fuel and metals will decline. So, what impact will the development have on agri-commodities?

When the question was fielded before Faiyaz Hudani, agri-analyst with Kotak Comodities, he said, “I think it is just a temporary phenomenon. Given the fundamentals, agri-commodities are expected to pick-up. There could be a correction. Only the depth of the same has to be fathomed. But eventually, I expect them to bounce back.”

But, in the event of a slowdown, which commodities did he expect to fare poor.

“I think, Corn and sugar. Both of them have seen their highs and may come down in the event of sustained slow down.” Faiyaz said.

“Which commodities will stand the test?”

“I think Rice and wheat.” he said, “Both commodities are yet to see their highs.”

Článok: www.commodityonline.com/news/Be-aggressive-on-agriculture-commodities-Faiyaz-Hudani-42451-3-1.html

20.09.2011