Surprise, Suprise--Energy, Precious Metals And Base Metals Will Be In Demand In The Coming Years - By: Monty Guild

Today, Morgan Stanley put out a number of
comprehensive analyses discussing the demand for
commodities and the outlook for some mining
companies. In short, they remain bullish on many,
but not all base metals and energy commodities,
and the main reason is demand from China.

Those of you who have followed us for the last
several years should know that this is an old
theme for us, but one which is gaining more and
more currency with investors globally. When big
firms with a global following are pushing 75 page
research reports to their wealthy clients about
the demand from China and India for base metals
and energy, you know a lot of buying will follow
in these areas.

By the way, they raised their price objective for
gold and the platinum group metals for 2007 and
2008 as well. We believe a large part of the
increased demand for precious metals will come
from the increased purchases by Chinese and other
Asians [especially Indians] as they grow in
wealth.

All of this continues to argue for a long-term
increase in the huge quantity of assets, which
will be invested in these areas in coming years.
By these areas, we mean precious metals, energy
and base metals.

Once the freight train of big money gets rolling
into an investment theme, it is hard to stop.

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About the Author

Monty Guild founded Guild Investment Management in 1971. Prior to founding the company he was an analyst at a bank and a hedge fund. For more information on global investment opportunities visit Article Directory: http://www.articlerich.com

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