"Commodity price inflation is both a social and an economic issue. In emerging markets in particular, food and energy costs take a deeper slice out of consumers’ income, which can lead to the type of unrest that causes governments to topple. In addition to the potential impact of extreme weather on food supplies, central banks around the world are printing a flood of money, which could lead to inflated prices for other goods and services. As investors, our job at Templeton is to search for individual companies that show potential ability to survive and thrive in the face of challenges. I believe long-term emerging markets demand for commodities is likely to keep growing, so my team and I continue to hunt for companies we believe are attractive investment opportunities as a result of commodity demand. Among investment themes, we believe emerging-market growth has the potential to create a long-term bull market for commodities, and could lead to related opportunities, particularly in areas such infrastructure construction and the energy sector..."
at http://mobius.blog.franklintempleton.com/2013/02/06/commodities-trends/?utm_source=rss&utm_medium=rss&utm_campaign=commodities-trends#ixzz2KFHODxrl
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