Commodities

The Chinese impact upon global commodity markets has been powerful and profound. In some cases, China represents more than 50%-60% of global demand and on an incremental basis, China is > 100%. As part of his thesis relating to a shift in Chinese growth sources towards consumption, Dr. Mansharamani has been exploring the commodity implications of a Chinese growth shift.

Articles For This Topic

Will This Bankruptcy Grinch Ruin Christmas?
October 5, 2016

Last week, I went to the BJ’s Wholesale Club near my house. Unsurprisingly, Halloween decorations, candy, and costumes greeted me …

What’s Holding Back Inflation?
September 29, 2016

The labor market is tightening. Wages are rising. And yet, despite very aggressive monetary policy efforts, United States central bankers have been …

Chile’s Economic Chill
August 10, 2016

From Asia and Africa to Europe and the Americas, economic pessimism is running rampant. Chile has not been immune. As the …

South African Blues
August 3, 2016

South Africans went to the polls today to vote in municipal elections. Local politics may sound insignificant, but the world …

The Global Stretch for Yield
July 26, 2016

The deepening economic crisis in Venezuela has left many residents scrambling to secure basic necessities. When they can, tens of …

Fear is Trumping Greed
May 18, 2016

It may surprise you to learn that one of the world’s best indicators of overconfidence is the performance of a …

Subscribe