Far East Capital Newsletter
Is the glass half empty or half full after what has been a good year for commodity prices?
10 Dec 2016

In This Issue


Is the glass half empty or half full after what has been a good year for commodity prices?

Having quickly gone though the list, acknowledging that in most cases the commodities have done well in 2016, the big question is whether they can form as well in 2017. Probabilities suggest not, and that explains why the stock market is subdued in its attitude at present. There is an improving economic theme but how much has been built into prices already? In the absence of clarity in this perspective we are back to rotating within the commodity sectors themselves, looking for better quality and opportunities from new, more exciting stories that appear within each category. That means stock selection. How many of the punters out there are prepared to do their home work (and that doesn't mean trawling through the naive commentary that permeates web sites like Hot Copper). Quality analysis is a rare thing nowadays. It is best achieved in a quiet room without the banter of opinionated punters. 

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