Faber, Choyleva clash on commodities outlook
Marc Faber says commodities, with EM equities and real estate, will perform well, but Lombard Street’s Diana Choyleva sees emerging markets slowing and commodities suffering.
A clash of opinions took place in Melbourne this week at AsianInvestor’s conference for superannuation funds.
Investor Marc Faber opened up by proclaiming the end to US Treasuries and cash, and the need for investors to be in risk assets such as emerging-market equities, real estate and commodities.
But the day concluded with Diana Choyleva, economist at Lombard Street Research, painting a very different picture in which she sees commodity prices weakening over the next few years.
It …
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