Investors Warned! On Commodities

[SASKFARMER3]

Investors Warned On Commodities
Societe Generale warned investors against betting on commodities in 2012 even as data showed speculators' sentiment already faded, with their positioning on many crops among the most bearish in recent history, says a story from agrimoney.com.
SocGen asset allocation specialists recommended investors take an underweight position on commodities, including agricultural ones, heading into 2012, warning of the threat to demand posted by economic slowdowns.
"With the probability of a hard landing in China estimated at 20% [by SocGen], one can only remain cautious on commodities," the bank said, countering a more bullish view of raw materials last week from rival UBS.
"All commodities should naturally be under pressure from the Chinese and European slowdowns

[liberty]

On the other hand, commodities will benefit from all the "pump-priming" being done by monetary authorities all over the world. I'll place my bets on the side of inflation as opposed to deflation.

[cottonpicken]

Coming from an insolvent french bank that went broke
owning paper,what a bunch of clowns.

[liberty]

Also remember that the best time to jump into the market is when everyone is bearish.

[Hopperbin]

I fail to see how the relentless chinese growth can be bearish in any way.

[ajl]

Chinese growth has slowed quite a bit
lately mainly on reduced exports to
Europe. Other problems in China include
how much is growth and how much is pure
inflation as well as how much of their
data is BS.