lagged

Opinion

Commodities boom: why the consensus view is short-sighted

Booming demand from China and India, coupled with supply constraints because of years of under-investment mean that commodities prices will stay high, despite last week’s correction, for the foreseeable future. Right? Unlikely, says Bill Miller, the chairman and chief investment officer of Legg Mason Capital in the US.
Opinion

Commodities boom: why the consensus view is short-sighted

Booming demand from China and India, coupled with supply constraints because of years of under-investment mean that commodities prices will stay high, despite last week’s correction, for the foreseeable future. Right? Unlikely, says Bill Miller, the chairman and chief investment officer of Legg Mason Capital in the US.