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September 2007

It’s time to get hard-nosed about soft commodities


Population-growth and climate trends point to the growing importance of agricultural commodity markets.


Although measures to promote biofuels, especially in the US, have attracted a lot of attention and interest in specific commodities such as corn and soya beans, the case for a broad-based and prolonged bull run in soft commodities looks compelling.

On the demand side, population growth and rising living standards in the developing...


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