Group of commodity assets over five years was the main whipping boy in the financial markets. 2016 brought some relief. But if the prospects have raw materials in the global sense? Is there anything interesting there for investors?- At AMarkets materials.
Triggers are positive for commodity assets - to increase the cost of CAPEX by the mining companies, the limited supply of individual assets, China's infrastructure plans, etc. As a result of this action mayningovyh companies have become in demand among investors.. And here it is necessary to find out - what kind of commodity assets are worth attention.
The research team of Macquarie Bank released a report, which has shared his thoughts on the expected dynamics for different types of raw materials for the next 2 years. Below - a list of assets that have a chance to succeed in the interval of 12-24 months.
• American natural gas - production, demand and the weather - the bullish factors.
• Zinc - the only metal with a uniquely strong story based on performance and demand indicators.
• Gold - win, if inflation picks up the pace.
• Silver - industrial demand rises, production is growing at a slower pace than the demand.
• Nickel - metal shortage is expected in the market. Compressed proposal will lead to a price increase.
• Chromium - the problem of metal supply from South Africa. So, here is a concise proposal also provoke price growth.
• In nitrogen, nickel, cobalt has a chance to grow in the segment of the year.
• Potassium carbonate (potash), steel, aluminum, in contrast, may meet with great difficulty in the interval of 12-24 months.
