Baring AM outlines bullish stance on commodity stocks

A secular shift in demand and supply constraints sees commodities fund manager James Govan of Barings take a positive view on the sector, despite the global equity meltdown.


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Underweight US
  17%
 
Overweight US
  35%
 
Underweight EMs
  9%
 
Raise cash levels
  26%
 
No change
  13%
TOTAL VOTES: 69
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November 2016 Magazine
AsianInvestor Magazine