I have often referred to my current interest in the long-term prospects for commodities producers in recent columns but only provided justification in passing, namely in referring to either the value characteristics, or inflation hedging, or the merits as portfolio diversifiers .
So it’s long overdue for me to explain why I am a long-term bull on a horridly volatile sector that is often a poor investment in more sensible times...A subscription helps you enjoy the best of our business content every day along with benefits such as articles from our international business news partners; ProfileData financial data; and digital access to the Sunday Times and TimesLive Premium.
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