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Daily Archives: June 29, 2009

Commodity Supercycle

We are in a commodity super cycle.

China’s industrialization is certainly one of the main contributing factors. And if the current cycle is coupled with high inflation, if not hyperinflation, where investors find investing in both bonds and equities become much less attractive, the super cycle will be pushed to a newer level.

Watch this video analysis from FT:


(click to watch the video)

Chinese Yuan back to hard peg to the dollar

An analysis of recent development of Chinese currency Yuan.


(click to watch the video; source: FT)