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Commodities

Inside this issue
• Droughts in Russia and floods in Pakistan have provided investment opportunities in agriculture
• The pros and cons of instruments based on precious metal funds that will let traders hold and store base metals such as copper
• Video: Javier Blas gives his predictions for 2011 - -
Content
The super-cycle rolls onward
Demand from emerging economies is keeping prices for most goods high, a trend that looks set to continue in spite of some anomalies in energy, says Javier Blas
China: Rapid growth but influence stunted by restrictions
Without foreign traders or a convertible currency, exchanges will lack global significance, writes Leslie Hook
Investing: Low volatility limits hedge funds
Floods and droughts have given a boost to agriculture speculators, writes Gregory Meyer
Regulation: Oversight set to become more onerous
Commodities are poised for the most significant regulatory shake-up in decades, writes Gregory Meyer
Copper ETFs feeding demand, fueling price uncertainty
Jack Farchy examines the pros and cons of new funds that will hold and store base metals
Trading houses: Agriculture booms while oil traders suffer
Javier Blas looks at this year’s winners and losers
Impact of export restrictions more serious than first thought
As well as imposing difficulties for importers, they may also be impossible to police, writes Javier Blas

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