Modest Inflation Expectations for China in 2013

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According to two economists interviewed by the South China Morning Post – Hong Kong’s newspaper (subscription req’d) – inflation in mainland China is expected to remain relatively docile in 2013. HSBC’s Donna Kwok projects 3.1% inflation, while Hong Kong based UBS chief economist Wang Tao has it pinned a bit higher at 3.5%.  Of course […]

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Did China kick off the next bull market in cotton? It’s been a rough go for King Cotton over the past couple years.  Since hitting post-Reconstruction highs in early 2011, it’s been a LONG way down (paging Sarah McLachlan).  But now that the king appears to have found a nice pillow to rest his head […]

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Coffee futures looked like they’d turned a corner – until the caffeine of the latest short covering rally wore off today: Apparently those 5 Hour Energy commercials were right. (via BarChart.com) Coffee’s been in a bear market for nearly two years now, after topping the $3 mark in early 2011.  The contrarian in me thought that […]

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A new report from the International Energy Agency expresses perhaps the most bullish “official” outlook on US energy production in recent memory.  The IEA projects US oil production to surpass Saudi Arabia’s by 2017, ultimately resulting with the US as a net exporter of oil by 2030. By around 2020, the United States is projected […]

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Last Friday, Agora Resource Investing panelist Matt Badiali commented that copper’s price performance has been quite strong in the face of economic headwinds from the US and Europe. Today Louis James, Chief Metals & Mining Investment Strategist for Casey Research, takes Dr. Copper’s temperature, concluding that caution may be warranted when looking at copper and […]

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While gold may be a barbaric relic to the Oracle of Omaha, tungsten is apparently a shrewd buy.  Resource Investor reports: IMC International Metalworking, part of Buffett’s Berkshire Hathaway (NYSE: BRK.A, NYSE: BRK.B) empire, recently invested $80 million in a tungsten mining project in South Korea. The deal gives Buffett a 25% stake in what used […]

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A BIG supply hit is on the way for platinum, as the world’s fourth-largest platinum miner announces it will suspend operations in South Africa: Aquarius Platinum said it would suspend operations at its Marikana operations in South Africa, citing low platinum prices, and said trading conditions in the industry were expected to remain difficult in […]

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Our soft commodity flavor-of-the-month, cotton, has seen its near term futures surge “limit up” for the second day in the row.  Was our case for cotton perfectly timed for once?  (See: Cotton’s Blue Light Special) Cotton’s sharp reversal sent shorts running for cover. (via Barchart.com) While there have been additional acreage reductions announced in the […]

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Cotton futures have quietly dipped to their lowest levels in two years, prompting our “contrarian alert” to sound. King Cotton, since rocketing to levels not seen since Reconstruction, has since plummeted: Cotton spikes, and crashes. (via Barchart.com) Two months ago we mused that cotton and rice, both off significantly from their highs, may have piqued the interest of […]

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The Financial Post reports that for the first time since the Fukushima disaster, the long-term price of uranium has finally turned up. According to trade publication Ux Consulting, the term price rose to US$61.50 a pound this week, up 2.5% from US$60.00. Ux’s long-term price covers material that will be delivered more than two years […]

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About Author

Brett

Hi, I’m Brett Owens – and I’m a financial junkie. My “problem” started incollege, when I got a little dose of the stock market – man, was I hooked…in no time, I was reading the Wall Street Journal religously.

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