Pozitívne vyhliadky pre komodity od GS
Aj napriek súčasnému odpredaju komodít vidí Goldman Sachs svetlo na komci tunela. G-Vision je v súvislosti s budúcimi cenami komodít naladený býčím sentimentom.
Goldmans: "it is likely that the supply constraints that have propelled commodity prices to record-high levels in recent years will likely be even more binding as the credit crisis resolves and as economic growth regains positive momentum. This suggests the potential for substantial upside from commodity investments in the medium-to-longer term."
Článok:www.sharecafe.com.au/fnarena_news.asp
21.10.2008
