While I wouldn't advocate jumping the gun on Commodity ETFs, readers should note that I've been talking about China's resurrection since early October. For instance, the Oct. 13 article on
"China ETFs Trampoline Off the Bottom"
makes the case that resource-rich nations that export to China will fare particularly well when China eases monetary-fiscal policy. Resource-rich Country ETFs that have eclipsed 50-day trendlines include
iShares MSCI Australia Index
iShares MSCI South Africa Index
iShares MSCI Malaysia Index
Nevertheless, Commodity ETFs will need to join the uptrends soon. Otherwise, skepticism about the sustainability of current bullishness is likely to creep back into the picture.
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