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Your Editor On Switzer: Big Three Commodities Facing Over-Supply

FNArena Talks | Nov 26 2013

On Thursday last week, FNArena Editor Rudi Filapek-Vandyck explained to TV host Peter Switzer that while most investors and share market experts constantly zoom in on "China" to determine whether commodities are a great buy, or not, it is instead the supply side of commodity markets that is far more important.

Right now, the FNArena Editor observes, it appears the final three exceptions in the commodities space -copper, iron ore and crude oil- are all facing over-supply despite ongoing demand growth.

In the share market, stocks in large resources companies have performed better than commodities which turned into the worst performing asset class in 2013. Why has this been the case? Will 2014 be any different?

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