Press Release
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Craton Capital is positive on global commodity markets in the second half
The reporting season starts soon and recent economic data suggests a positive impact on global commodity markets, says Craton Capital, the South African based global resources specialist. Some commodities are facing significant supply bottlenecks. A decline in risk aversion and increasing demand for commodities would drive the turnaround expected by Craton in the second half. Regarding the debt issues of European and other developed economies, a sustainable solution is not yet in sight. This, according to the Craton experts, will most likely be positive for the gold price. And even a declining gold price would probably not have any major influence on the substantially undervalued gold equities.' I am strongly convinced that in absolute and relative terms gold equities will have a promising run and will return to their historic average valuation levels, says Markus Bachmann, founder and fund manager of Craton Capital. Editors notes: Craton Capital is a specialist manager of portfolios in the natural resources sector, including precious metals; metal and mining; oil, gas & utilities and renewable, alternative & sustainable resources. It is a multi award-winning* global natural resources manager based in South Africa, with a best-in-class Precious Metal Fund. The investment team includes mining engineers and metallurgists, providing technical as well as financial analysis and portfolio management skills. “Considered, Consistent, Value-driven” serves as the credo for all investment decisions taken at Craton Capital. All investment decisions made are value-driven, with a focus on small and mid-cap instruments in the global resources market and an emphasis on providing consistent, considered value to its funds’ investors.
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