The AFR has debate today on the outlook for commodities:
“People are nervous and locating money away from resources, especially as resource companies have been running hard,” said Stephane Andre, portfolio manager at Alphinity Investment Management.
…Mr Andre said investors have turned more cautious on the commodities sector as they fret that the outlook for the Chinese economy has deteriorated following the release of softer purchasing managers index data for June and after the lowering of the reserve requirement ratio for Chinese banks.
