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Baring AM outlines bullish stance on commodity stocks

Rupert Walker
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.
Baring AM outlines bullish stance on commodity stocks

James Govan, co-investment manager of Baring Global Resources Fund and Baring Global Agriculture Fund, says the investment case for global resources remains intact as demand will continue to be driven by industrialisation and urbanisation in fast-growing emerging markets.

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