Copying and distributing are prohibited without the permission of the publisher. If you wish to distribute this content please contact Christopher Hunt (email@example.com) for a quote.
Subscribe today: Order Euromoney by contacting us on +44 (0)20 7779 8999 (UK) or +1 212 224 3570.
Thanks to a pick-up in manufacturing, consumer demand and inventory restocking, commodity prices have started to stage a rebound while technicals also support a recovery. Investors should address large underweight positions in the sector.