Commodities Comment:Pricing like it’s 1999
类型：投资策略 机构：麦格理证券股份有限公司 研究员：麦格理证券研究所 日期：2015-09-01
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The latest round of jitters surrounding emerging markets have once againbeen sorely felt by commodity prices, with Monday’s moves pushing theBloomberg Commodity Index back to levels last seen in 1999. While Chinatends to dominate thoughts relating to industrial metals, if anything recentdata suggests a stabilisation or even improvement in Chinese demand.
However, ex-China emerging markets look to be a bigger concern for futuredemand, following the currency moves and capital flight seen.
Given this, comparisons are naturally being drawn to the post-Asian financialcrisis period. Certainly there are a number of similarities
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