The recent commodity selloff has not dampened the investment mood for these markets, particularly precious metals, one investment bank said.Investors have been flocking to commodities in various markets, according to a report by Barclays Capital. The volatility in the commodity market has not deterred investors, even amid the uncertainty arising from macroeconomic and geopolitical issues, investors’ sentiment in commodity classes has remained positive.
Barclays analysts noted that “interest in commodities continues to grow, but investors are increasingly seeking more active exposure – a sign of how the asset class has matured over time.”
Precious metals investment was highest in April, according to analysts, with inflows totaling $3.2 billion, the largest since June 2010, with a year-to-date total of $23 billion. Barclays suggested that precious metals, particularly gold, has remained a favorite among investors. It has not shown any market “skittishness” present in all other asset classes and continues to benefit from its safe haven status.
Base metals, on the other hand, have weakened, losing the momentum they had post QE2. Inflows totaled $0.6 billion in April, a reduction of $0.084 billion month-on-month and down almost $1.0 billion over the last year.
Another sector that saw marked improvement were exchange-traded products, the weak start at the beginning of the year was replaced with a consolidation in April reaching $1.7 billion of inflows into exchange-traded products. Inflows were seen predominantly into precious metals and were responsible for the largest portion of investment totaling $2.7 billion.
Investment outflows were primarily seen in the energy, agriculture and base metals sectors. The physically backed copper ETP was the only base metal to see some marked interest. It increased 898 metric tons over April and since then has further increased 25 tons to the current 3,277 tons. Analysts at Barclays attributed this to “a significant improvement in Chinese demand.”
Senin, 30 Mei 2011
Commodities still going strong despite recent sell-off: Barclays Capital - Kitco
Langganan:
Posting Komentar (Atom)
-
►
2014
(7)
- ► 04/06 - 04/13 (1)
- ► 03/09 - 03/16 (1)
- ► 02/23 - 03/02 (1)
- ► 02/16 - 02/23 (1)
- ► 01/19 - 01/26 (1)
- ► 01/05 - 01/12 (2)
-
►
2013
(18)
- ► 12/29 - 01/05 (1)
- ► 07/07 - 07/14 (1)
- ► 05/19 - 05/26 (1)
- ► 04/14 - 04/21 (1)
- ► 03/17 - 03/24 (1)
- ► 02/17 - 02/24 (3)
- ► 02/10 - 02/17 (6)
- ► 01/27 - 02/03 (3)
- ► 01/06 - 01/13 (1)
-
►
2012
(80)
- ► 12/30 - 01/06 (1)
- ► 12/23 - 12/30 (1)
- ► 12/16 - 12/23 (5)
- ► 12/02 - 12/09 (5)
- ► 11/25 - 12/02 (2)
- ► 11/11 - 11/18 (1)
- ► 11/04 - 11/11 (1)
- ► 10/21 - 10/28 (2)
- ► 10/14 - 10/21 (3)
- ► 10/07 - 10/14 (2)
- ► 09/30 - 10/07 (4)
- ► 09/23 - 09/30 (3)
- ► 09/16 - 09/23 (1)
- ► 09/09 - 09/16 (1)
- ► 09/02 - 09/09 (4)
- ► 08/26 - 09/02 (3)
- ► 08/19 - 08/26 (2)
- ► 08/12 - 08/19 (1)
- ► 08/05 - 08/12 (7)
- ► 07/29 - 08/05 (2)
- ► 07/22 - 07/29 (3)
- ► 07/15 - 07/22 (3)
- ► 07/08 - 07/15 (4)
- ► 07/01 - 07/08 (5)
- ► 06/17 - 06/24 (3)
- ► 06/10 - 06/17 (1)
- ► 06/03 - 06/10 (1)
- ► 05/27 - 06/03 (1)
- ► 05/20 - 05/27 (1)
- ► 04/29 - 05/06 (1)
- ► 04/22 - 04/29 (1)
- ► 04/08 - 04/15 (2)
- ► 04/01 - 04/08 (1)
- ► 03/25 - 04/01 (2)
-
▼
2011
(3338)
- ► 10/02 - 10/09 (2)
- ► 09/18 - 09/25 (20)
- ► 09/11 - 09/18 (76)
- ► 09/04 - 09/11 (37)
- ► 08/21 - 08/28 (60)
- ► 08/14 - 08/21 (76)
- ► 08/07 - 08/14 (99)
- ► 07/31 - 08/07 (114)
- ► 07/24 - 07/31 (99)
- ► 07/17 - 07/24 (55)
- ► 07/10 - 07/17 (59)
- ► 07/03 - 07/10 (51)
- ► 06/26 - 07/03 (56)
- ► 06/19 - 06/26 (64)
- ► 06/12 - 06/19 (83)
- ► 06/05 - 06/12 (73)
-
▼
05/29 - 06/05
(75)
- China urges more coal imports to keep lights on - ...
- Japan, China, India, Malaysia, Thailand: Asian Bon...
- Oil Rises 0.5 Percent in New York; U.S. Crude Stoc...
- U.S. Stocks Decline Ahead of May Jobs Data - Bloom...
- World Markets - Reuters
- Horror for US Economy as Data Falls off Cliff - CNBC
- Thursday Look Ahead: Bears Claw at Stock Market Ga...
- Oil Declines for a Second Day After Reports Show U...
- BI: Target Inflasi 2011 Bisa Tidak Tercapai - Anta...
- Carlyle may acquire Garudafood - Insider Stories
- Sumalindo Q1 Loss Widens - The Indonesia Today
- Alam Sutera 1Q profit soars 151.66% - Insider Stories
- Agung Podomoro Acquires Griya Pancaloka - The Indo...
- Indika 1Q profit decreases 9.11% - Insider Stories
- Petrosea Q1 Profit Drops 24.6% - The Indonesia Today
- AALI:Increasing cost per unit - Mandiri
- ASRI Another great start - CIMB
- Property Sector Upper class landed housing solid ...
- Economy Today’s inflation report in Indonesia wil...
- Semen Gresik (SMGR IJ) upgrades, adding capacity a...
- Key takeaways from the 17th Annual Coaltrans Confr...
- Weekly Economic Research (31-May-2011) - Economy: ...
- ASEAN Plantations 2H11/2012 outlook; top picks - I...
- ASRI 1Q11 result: comfort on earnings delivery - J...
- LSIP Cheap Valuations, Healthy Fundamentals - but ...
- Toyota targets 90% output in June as part supplies...
- NYMEX-Crude ends up on shut Canada-US pipeline, we...
- CPO futures' downslide continues - Bernama
- Commodities to rise this fall: Scotiabank - CBC News
- Stocks and euro gain on optimism over Greek aid - ...
- Bakrie Telecom Rugi Rp41 Miliar pada Q1-2011 - Ini...
- Adaro Indonesia seals US$750 mio loan - Insider St...
- Target Produksi Minyak dan Gas Energi Mega 17.500 ...
- Chandra Asri 1Q revenue rises 10.48% - Insider Sto...
- Alam Sutera : Constructing growth (Seedlings Initi...
- Aneka Tambang: Hold; Rp2,150; TP Rp2,500; ANTM IJ ...
- Adaro Energy: Hold; Rp2,375; TP Rp2,450; ADRO IJ ...
- Regional Coal - Coaltrans Conference: Day 1 - Macq...
- Foreign investors to continue switch to JCI. China...
- China power tariff hike - Impact on coal companies...
- Land bill update, Serpong - the boom town - CLSA
- Timah (TINS IJ; NEUTRAL; TP IDR2,900) Initiation o...
- China Raises Power Prices as Shortages Loom; Coal ...
- Intraco Penta to hold 1:5 stock split - Insider St...
- BEI tak ikut cuti bersama - Bisnis Indonesia
- China coal imports to double in 2015, India close ...
- China’s Coal Prices Rise for a Seventh Week, Stock...
- Prospek ekonomi angkat mata uang di Asia - Bisnis ...
- Sierad Produce Q1 Profit Surges 90% - The Indonesi...
- Humpus Intermoda Turns to Loss in First Quarter -...
- Metals & Mining - Indonesia's forestry moratorium;...
- Summarecon Agung - Solid progress (SMRA-BUY-IDR1,1...
- Indosat, Stuck in the middle, initiate with U-PF -...
- Kalbe Farma: Hold; Rp3,425; TP Rp3,800; KLBF IJ S...
- SEA COAL SECTOR: Upside risk in thermal coal price...
- INDOFOOD AGRI (IFAR SP): SIMP IPO dilution – Downg...
- KALBE FARMA (KLBF): Dividend Payout increase to 51...
- GEM STRATEGY: Positioning for 2H rally - OW Indone...
- Ups...Kiki Barki to sell Harum Energy - Insider St...
- Commodities still going strong despite recent sell...
- Coal market eyes growing China, India demand; Japa...
- ASEAN: Metals & Mining: Coal - CLSA
- Kalbe Farma: Dividend payout at 51%, as expected; ...
- asa Marga (JSMR IJ) marching on –more toll roads t...
- SE ASEAN strategy report - CLSA
- Economy:May11 CPI inflation and Apr11 trade previe...
- Report- BUY INDY on un-locking 98.5%-owned PTRO! -...
- ITMG:No production uplift in April - Mandiri
- Indonesia Banks Big Picture - How Banks Are Fundin...
- Small Cap Screen favours MDRN IJ - JP Morgan
- Toyota announced to expand its Indonesian plant to...
- Holcim Indonesia, Concrete growth, BUY Tp2,700 - CLSA
- Delta Dunia Makmur - On the move (DOID-BUY-IDR1,18...
- PTPP:Venture into investment segments - Mandiri
- BWPT IJ -- Pure CPO super growth play - BNPP
- ► 05/22 - 05/29 (52)
- ► 05/15 - 05/22 (69)
- ► 05/08 - 05/15 (67)
- ► 05/01 - 05/08 (133)
- ► 04/24 - 05/01 (167)
- ► 04/17 - 04/24 (55)
- ► 04/10 - 04/17 (131)
- ► 04/03 - 04/10 (107)
- ► 03/27 - 04/03 (147)
- ► 03/20 - 03/27 (131)
- ► 03/13 - 03/20 (148)
- ► 03/06 - 03/13 (114)
- ► 02/27 - 03/06 (141)
- ► 02/20 - 02/27 (113)
- ► 02/13 - 02/20 (58)
- ► 02/06 - 02/13 (111)
- ► 01/30 - 02/06 (90)
- ► 01/23 - 01/30 (119)
- ► 01/16 - 01/23 (85)
- ► 01/09 - 01/16 (91)
- ► 01/02 - 01/09 (110)
Tidak ada komentar:
Posting Komentar