domingo, 30 de enero de 2011

Kruger sobre el debate de commodities

First and foremost, China: it's clear from news coverage that Chinese demand is driving the markets. As I and others have been pointing out, we've got a bifurcated world right now, with advanced economies still depressed but emerging economies in an inflationary boom; commodity prices are reflecting the boom part of the picture. recomendado por el TL de NCS
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