Time to get active in commodity companies
Investec had come up with a view to buy commodity shares in future as the profits of companies dealing in commodities, due to high prices will only be realized in future. I second this, I think we need to be in commodities fund especially of those companies investing in big mining companies worldwide. There is always a time lag / interaction between the commodity price movement and the stock price movement of similar commodity companies. This is the time, when ideally we need to buy in the stock. Lets see, will check and post in few days which fund can add value. Checkout the below link for more details.
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