Commodities prices have returned to global prominence with a vengeance.
After the fall triggered by the financial crisis in late 2008 and a lacklustre stabilisation the following year, prices rose strongly in 2010. But in the past few weeks that the cost of commodities from oil to copper has again surged to the point that they are a big concern for both policymakers and investors.
The industrialisation and urbanisation of China is the main driver of the so-called supercycle.
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