Commodities to do well again in 2006....so says Don Coxe.
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"And so we end the year with the concept that we’ve been talking about for the last three years. Which is, that the clearest investment theme out there, is to be investing in the companies who produce what China and India – as the gigantic emerging economies – what they need to buy and not investing in companies who produce what China and India produce and export. That pattern is so well-established, and it means that I think the weightings within global equity portfolios for the commodity stocks, which have risen now for three straight years, next year will rise again, no matter what happens to the stock markets."
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