Emerging market commodity intensity set to boom, say analysts

India CDM - picking and choosing

The gross domestic product (GDP) of emerging markets will be extremely commodity-intensive in 2011, said Amrita Sen, crude oil analyst at Barclays Capital. The comments were made at the launch of Barclays Capital's Equity Gilt Study for 2011 on January 9.

"EM [emerging markets] GDP is becoming more and more commodity intensive. Metals will be particularly strong, especially aluminium, while energy will prove the laggard, with oil still dominated by the US," said Sen.

Resources haven't been able

To continue reading...

You need to sign in to use this feature. If you don’t have a Risk.net account, please register for a trial.

Sign in
You are currently on corporate access.

To use this feature you will need an individual account. If you have one already please sign in.

Sign in.

Alternatively you can request an indvidual account here: