GS: Opportunities from commodities emerging markets constraints
China is the world's largest commodities producer, overshadowing both America and Russia in second and third place, but it lacks easy access to some commodities its population badly needs, Jeffrey Currie, the bank's global head of commodities research, said at a conference in London yesterday.
He counselled investors at a Goldman Sachs Asset Management (GSAM) Global Strategy Conference to "focus on supply-constrained commodities that China is short of. If China and India chase a commodity, and
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