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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: loantech who wrote (56243)	10/11/2009 3:00:32 AM
From: elmatador	Respond to of 217561

Investment strategists point out, though, that many emerging markets benefit whenever there is demand for their manufactured products — while commodity investors make money only when the prices for raw materials rise. ... Edward E. Yardeni, an independent investment strategist, said that China had kick-started the global economic recovery when it created a huge public works program last fall, and that he thought developing countries would continue to lead the way. “That’s very positive for commodities,” he added, “because these emerging economies spend a great deal on roads and bridges and airports, and their consumers are spending more on homes and cars.” Mr. Yardeni said that with commodity prices already driven up, he would rather own emerging-markets stocks at this point. Most commodity prices, he said, accurately reflect current supply and demand — except for oil, which he said was more expensive than it should be because of concerns about geopolitical risks. He added that current prices would allow both commodity exporters like Brazil and importers like China to prosper. But Mr. Yardeni did not object to the idea of an individual investor owning both a commodity fund and an emerging-markets fund in the same portfolio, “as long as you know that you’re doubling down on the same fundamental trade.” nytimes.com